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iShares Core 10+ Year USD Bond ETF
ILTB

Overview Fund Activity

69 hedge funds and large institutions have $210M invested in iShares Core 10+ Year USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
28
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$5.53M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.42M
3
EIA
Eldridge Investment Advisors
New Hampshire
+$1.71M
4
AWS
Atria Wealth Solutions
New York
+$1.07M
5
CM
Columbus Macro
Pennsylvania
+$1.02M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.48M
2
Wells Fargo
Wells Fargo
California
-$1.06M
3
FA
Fermata Advisors
California
-$729K
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$452K
5
WP
WealthSource Partners
California
-$352K
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
51
Private Ocean
California
$54.6K +$54.6K +1,017 New
SIS
52
Sound Income Strategies
Florida
$43.6K -$4.89K -91 -10%
UBS Group
53
UBS Group
Switzerland
$31.6K -$25.1K -468 -44%
BAM
54
Belpointe Asset Management
Nevada
$19.3K +$2.42K +45 +14%
RG
55
Retirement Group
California
$18K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$15.9K – – –
FCA
57
FinTrust Capital Advisors
South Carolina
$15.6K – – –
SS
58
Sunbelt Securities
Texas
$15.5K +$15.5K +292 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$13.6K +$13.6K +254 New
SWM
60
Spire Wealth Management
Virginia
$9.24K – – –
Citigroup
61
Citigroup
New York
$7.88K +$54 +1 +0.7%
SIC
62
Salem Investment Counselors
North Carolina
$6.72K -$6.72K -125 -50%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$5.53K -$18.2K -338 -77%
GWM
64
Geneos Wealth Management
Colorado
$3.82K +$3.82K +71 New
GFPC
65
Global Financial Private Client
Florida
$3.77K – – –
MLA
66
MB, Levis & Associates
Pennsylvania
$2.26K +$2.26K +42 New
FFA
67
Founders Financial Alliance
North Carolina
$1.77K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$1.67K +$1.45K +27 +675%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$251 +$1 +22 +0.5%
FA
70
Fermata Advisors
California
– -$729K -14,308 Closed
WP
71
WealthSource Partners
California
– -$352K -6,913 Closed
Wealthfront Advisers
72
Wealthfront Advisers
California
– -$291K -5,718 Closed
OMC
73
Old Mission Capital
Illinois
– -$280K -5,508 Closed
USCWA
74
U.S. Capital Wealth Advisors
Texas
– -$10.6K -209 Closed
PIMG
75
Patriot Investment Management Group
Tennessee
– -$8.87K -163 Closed
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