iShares Core 10+ Year USD Bond ETF
ILTB
85 hedge funds and large institutions have $330M invested in iShares Core 10+ Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 16 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 27
2% less funds holding
Funds holding: 87 → 85 (-2)
5.92% less ownership
Funds ownership: 71.43% → 65.51% (-5.9%)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
20% less capital invested
Capital invested by funds: $413M → $330M (-$83.2M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.6M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$5.7M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.78M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.73M |
| 5 |
RWA
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
+$2.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$18.3M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$13.8M |
| 3 |
Jane Street
New York
|
-$8.62M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.03M |
| 5 |
BBWP
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
-$5.75M |
ILTB Hedge Fund Activity: Q3 2023 in Review
85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q3 2023, worth a combined $330M — down 20% from $413M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of ILTB and 14 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 32 added.
The largest buyer was Wells Fargo, adding an estimated $6.6M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $18.3M.
- 85 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q3 2023, down from 87 in Q2 2023.
- Funds reported $330M of iShares Core 10+ Year USD Bond ETF stock for Q3 2023, down 20% quarter-over-quarter.
- 14 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q3 2023 and 16 closed out, a net change of -2 holders.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q3 2023 was Wells Fargo, an estimated $6.6M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q3 2023 was Thrivent Financial for Lutherans, an estimated $18.3M sold.
Based on aggregated 13F filings for Q3 2023.