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iShares Core 10+ Year USD Bond ETF
ILTB

60 hedge funds and large institutions have $112M invested in iShares Core 10+ Year USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.29% more ownership

Funds ownership: 36.87% → 48.16% (+11%)

5% more capital invested

Capital invested by funds: $107M → $112M (+$4.86M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

13% less funds holding

Funds holding: 69 → 60 (-9)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

Holders
60
Holders Change
-9
Holders Change %
-13.04%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
17
Reduced
25
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$21.2M
2
Wells Fargo
Wells Fargo
California
+$3.04M
3
Morgan Stanley
Morgan Stanley
New York
+$1.39M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$821K
5
SWP
ShoreHaven Wealth Partners
New Jersey
+$646K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.61M
2
TAIM
TD Ameritrade Investment Management
Nebraska
-$2.14M
3
AWM
AE Wealth Management
Kansas
-$1.24M
4
GFPC
Global Financial Private Client
Florida
-$548K
5
5L
55I LLC
Massachusetts
-$420K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$15K +$173 +3 +1%
AWM
52
Avior Wealth Management
Nebraska
$11K – – –
RG
53
Retirement Group
California
$10K – – –
SWM
54
Spire Wealth Management
Virginia
$10K – – –
FFA
55
Founders Financial Alliance
North Carolina
$2K – – –
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$288 +5 +24%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$1K +$864 +15 New
IAIM
58
International Assets Investment Management
Florida
$354 +$22.1K +383 +6%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$16 -$1.61K -28 -9%
5L
60
55I LLC
Massachusetts
– -$420K -6,567 Closed
OMC
61
Old Mission Capital
Illinois
– -$369K -5,769 Closed
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
– -$286K -4,464 Closed
BC
63
Brio Consultants
California
– -$275K -4,295 Closed
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
– -$269K -4,198 Closed
SS
65
Sunbelt Securities
Texas
– -$239K -3,737 Closed
SC
66
Saiph Capital
New Jersey
– -$219K -3,428 Closed
SI
67
Stephens Inc
Arkansas
– -$218K -3,405 Closed
UCFA
68
United Capital Financial Advisors
Texas
– -$209K -3,268 Closed
HAS
69
HBW Advisory Services
California
– -$207K -3,232 Closed
CCM
70
Covington Capital Management
California
– -$180K -2,809 Closed
LAS
71
Lloyd Advisory Services
Georgia
– -$159K -2,482 Closed
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
– -$135K -2,108 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
– -$112K -1,757 Closed
MCC
74
Money Concepts Capital
Florida
– -$8K -132 Closed
PCFFS
75
Pacific Center for Financial Services
California
– -$8K -127 Closed
1 2
3
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ILTB Hedge Fund Activity: Q2 2022 in Review

60 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2022, worth a combined $112M — up 4.5% from $107M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ILTB and 10 opened new positions — a net loss of 9 holders — while 25 trimmed existing stakes and 17 added.

The largest buyer was Jane Street, adding an estimated $21.2M. The largest seller was Citadel Advisors, cutting an estimated $2.61M.

  • 60 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2022, down from 69 in Q1 2022.
  • Funds reported $112M of iShares Core 10+ Year USD Bond ETF stock for Q2 2022, up 4.5% quarter-over-quarter.
  • 10 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2022 and 19 closed out, a net change of -9 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2022 was Jane Street, an estimated $21.2M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2022 was Citadel Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2022.