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iShares Core 10+ Year USD Bond ETF

84 hedge funds and large institutions have $352M invested in iShares Core 10+ Year USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.84% more ownership

Funds ownership: 54.98%56.82% (+1.8%)

3% more capital invested

Capital invested by funds: $343M → $352M (+$9.15M)

7% less funds holding

Funds holding: 9084 (-6)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
9
Increased
27
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
51
Crescent Grove Advisors
Illinois
$331K
TPCW
52
TD Private Client Wealth
New York
$305K +$40.8K +819 +15%
TFGT
53
TS Financial Group (TSFG)
Illinois
$304K -$55.1K -1,105 -15%
PF
54
PlanWiser Financial
Colorado
$302K -$2.39M -48,008 -89%
WA
55
Winter & Associates
Minnesota
$236K +$349 +7 +0.1%
FPAS
56
Focus Partners Advisor Solutions
Missouri
$236K +$399 +8 +0.2%
P
57
&Partners
Tennessee
$225K -$45.6K -916 -17%
IAIM
58
International Assets Investment Management
Florida
$224K -$229K -4,593 -50%
GFWA
59
Grey Fox Wealth Advisors
Delaware
$223K -$656K -13,155 -74%
PF
60
PlanVest Financial
Maryland
$171K +$174K +3,500 New
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$161K +$164K +3,293 New
Citigroup
62
Citigroup
New York
$138K -$54.7K -1,098 -28%
FC
63
Financial Consulate
Maryland
$85.9K +$698 +14 +0.8%
SWM
64
SHP Wealth Management
Massachusetts
$83.6K -$217K -4,364 -72%
GWM
65
Geneos Wealth Management
Colorado
$76.5K +$598 +12 +0.8%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$59.8K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$55.8K
DRP
68
Decker Retirement Planning
Utah
$55.5K
IA
69
IFP Advisors
Florida
$51.1K +$4.14K +83 +9%
Q1WB
70
Quest 10 Wealth Builders
Virginia
$21.7K +$20.3K +408 +1,133%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$18.9K
HNB
72
Huntington National Bank
Ohio
$14K
SPIA
73
Steward Partners Investment Advisory
New York
$12.2K
RF
74
Rossby Financial
Florida
$10.2K
CBT
75
Crews Bank & Trust
Florida
$9.45K