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iShares Core 10+ Year USD Bond ETF

89 hedge funds and large institutions have $321M invested in iShares Core 10+ Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.13% less ownership

Funds ownership: 54.96%53.83% (-1.1%)

7% less funds holding

Funds holding: 9689 (-7)

8% less capital invested

Capital invested by funds: $350M → $321M (-$29.4M)

18% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 33

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
9
Increased
27
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAP
26
Tounjian Advisory Partners
Florida
$2.17M -$9.2K -190 -0.4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.01M +$833K +17,202 +73%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.96M -$165K -3,409 -8%
PFS
29
Prospera Financial Services
Texas
$1.94M -$116K -2,390 -6%
SWP
30
Summit Wealth Partners
Florida
$1.66M -$1.48M -30,659 -48%
GFG
31
Goldstone Financial Group
Illinois
$1.62M +$24.5K +505 +2%
ECA
32
Elevated Capital Advisors
Utah
$1.5M
JP Morgan Chase
33
JP Morgan Chase
New York
$1.4M -$543K -11,220 -28%
Charles Schwab
34
Charles Schwab
California
$1.4M -$183K -3,772 -12%
Betterment LLC
35
Betterment LLC
New York
$1.24M +$149K +3,075 +14%
CA
36
Cresta Advisors
Texas
$1.12M
Jones Financial Companies
37
Jones Financial Companies
Missouri
$1.1M +$59.3K +1,224 +6%
SIAG
38
Safeguard Investment Advisory Group
California
$1.08M -$58.1K -1,200 -5%
JWCA
39
J.W. Cole Advisors
Florida
$782K +$6.78K +140 +0.9%
MML Investors Services
40
MML Investors Services
Massachusetts
$742K +$44.2K +912 +6%
EH
41
Equitable Holdings
New York
$662K -$60.2K -1,243 -8%
TPCW
42
TD Private Client Wealth
New York
$604K +$38.6K +798 +7%
KFG
43
Kingdom Financial Group
Arizona
$575K +$564K +11,640 New
GFWA
44
Grey Fox Wealth Advisors
Delaware
$549K +$538K +11,114 New
IAIM
45
International Assets Investment Management
Florida
$522K -$158K -3,261 -24%
LA
46
Latitude Advisors
Florida
$503K
PAG
47
Private Advisor Group
New Jersey
$477K +$54.8K +1,131 +13%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$456K -$21.1K -435 -5%
GS
49
GWN Securities
Florida
$440K -$1.02K -21 -0.2%
AAM
50
Advisors Asset Management
Colorado
$381K -$5.86K -121 -2%

ILTB Hedge Fund Activity: Q2 2025 in Review

89 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2025, worth a combined $321M — down 8.4% from $350M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ILTB and 9 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 27 added.

The largest buyer was AE Wealth Management, adding an estimated $3.59M. The largest seller was Ameriprise, cutting an estimated $13.5M.

  • 89 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2025, down from 96 in Q1 2025.
  • Funds reported $321M of iShares Core 10+ Year USD Bond ETF stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 9 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2025 and 15 closed out, a net change of -6 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2025 was AE Wealth Management, an estimated $3.59M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2025 was Ameriprise, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2025.