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iShares Core 10+ Year USD Bond ETF

87 hedge funds and large institutions have $413M invested in iShares Core 10+ Year USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

96% more capital invested

Capital invested by funds: $210M → $413M (+$203M)

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

26% more funds holding

Funds holding: 6987 (+18)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11.61% more ownership

Funds ownership: 59.83%71.43% (+12%)

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.37%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
22
Increased
33
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$351K +$356K +6,769 New
TPCW
52
TD Private Client Wealth
New York
$337K +$337K +6,414 New
PPC
53
Park Place Capital
Alabama
$319K -$62.7K -1,192 -16%
RB
54
Renasant Bank
Mississippi
$298K +$842 +16 +0.3%
BOSSRA
55
B.O.S.S. Retirement Advisors
Utah
$293K +$3.1K +59 +1%
FIA
56
Foundations Investment Advisors
Arizona
$287K +$287K +5,460 New
RPG
57
Resource Planning Group
Georgia
$286K +$5.05K +96 +2%
CRG
58
Cornerstone Retirement Group
Nevada
$286K +$1K +19 +0.4%
PCIA
59
Prime Capital Investment Advisors
Kansas
$286K +$286K +5,432 New
BCI
60
Brinker Capital Investments
Pennsylvania
$279K
OPS
61
Orion Portfolio Solutions
Nebraska
$279K
HAS
62
HBW Advisory Services
California
$263K +$12.7K +242 +5%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$255K -$826K -15,701 -76%
ASN
64
Advisory Services Network
Georgia
$225K -$41.1K -781 -15%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$201K -$1.08M -20,528 -84%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$178K +$473 +9 +0.3%
OLVIG
67
Oliver Lagore Vanvalin Investment Group
Michigan
$138K +$138K +2,626 New
HI
68
Harbour Investments
Wisconsin
$106K -$5.63K -107 -5%
AAM
69
Advisors Asset Management
Colorado
$91.7K -$526 -10 -0.6%
PO
70
Private Ocean
California
$54.1K +$579 +11 +1%
SIS
71
Sound Income Strategies
Florida
$42.4K -$368 -7 -0.9%
ME
72
McIlrath & Eck
Washington
$23.6K +$23.6K +449 New
SS
73
Sunbelt Securities
Texas
$15.9K +$579 +11 +4%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$15.7K
FCA
75
FinTrust Capital Advisors
South Carolina
$15.6K

ILTB Hedge Fund Activity: Q2 2023 in Review

87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2023, worth a combined $413M — up 96% from $210M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ILTB positions and 4 closed out — a net gain of 18 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $87.7M. The largest seller was Wells Fargo, cutting an estimated $2.39M.

  • 87 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2023, up from 69 in Q1 2023.
  • Funds reported $413M of iShares Core 10+ Year USD Bond ETF stock for Q2 2023, up 96% quarter-over-quarter.
  • 22 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2023 and 4 closed out, a net change of +18 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2023 was Ameriprise, an estimated $87.7M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2023 was Wells Fargo, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2023.