We are live on ! Find out more
ILTB icon

iShares Core 10+ Year USD Bond ETF

89 hedge funds and large institutions have $486M invested in iShares Core 10+ Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $379M → $486M (+$107M)

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

13.76% more ownership

Funds ownership: 64.28%78.04% (+14%)

3% less funds holding

Funds holding: 9289 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
33
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
51
Meeder Advisory Services
Ohio
$468K
TFGT
52
TS Financial Group (TSFG)
Illinois
$451K +$450K +8,831 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$442K -$83.3K -1,636 -16%
PAG
54
Private Advisor Group
New Jersey
$408K -$29.9K -587 -7%
BRWA
55
B. Riley Wealth Advisors
Florida
$406K -$348K -6,843 -44%
MML Investors Services
56
MML Investors Services
Massachusetts
$403K +$49.2K +967 +14%
BP
57
BNP Paribas
France
$367K +$365K +7,178 New
VFPW
58
Vantage Financial Partners (Wisconsin)
Wisconsin
$331K -$116K -2,279 -26%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$314K -$400K -7,863 -56%
SAW
60
Signal Advisors Wealth
Michigan
$301K +$300K +5,898 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$285K -$7.99K -157 -3%
TCG
62
Transcendent Capital Group
Oklahoma
$278K -$1.73K -34 -0.6%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$274K -$11.6K -227 -4%
BOSSRA
64
B.O.S.S. Retirement Advisors
Utah
$245K -$31.5K -618 -12%
Truist Financial
65
Truist Financial
North Carolina
$220K -$46.9K -922 -18%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$218K -$63.3K -1,244 -22%
HI
67
Harbour Investments
Wisconsin
$111K +$7.59K +149 +7%
Citigroup
68
Citigroup
New York
$69.8K +$11.2K +220 +19%
NA
69
NewEdge Advisors
Louisiana
$46K -$471K -9,242 -91%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$27.8K
SIS
71
Sound Income Strategies
Florida
$27.1K -$1.63K -32 -6%
GRP
72
Global Retirement Partners
California
$25.6K
ME
73
McIlrath & Eck
Washington
$24.5K +$153 +3 +0.6%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$15.1K
FCA
75
FinTrust Capital Advisors
South Carolina
$13.4K

ILTB Hedge Fund Activity: Q1 2024 in Review

89 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2024, worth a combined $486M — up 28% from $379M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ILTB and 13 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 33 added.

The largest buyer was Bank of America, adding an estimated $58.8M. The largest seller was Ameriprise, cutting an estimated $40.2M.

  • 89 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2024, down from 92 in Q4 2023.
  • Funds reported $486M of iShares Core 10+ Year USD Bond ETF stock for Q1 2024, up 28% quarter-over-quarter.
  • 13 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2024 and 15 closed out, a net change of -2 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2024 was Bank of America, an estimated $58.8M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2024 was Ameriprise, an estimated $40.2M sold.

Based on aggregated 13F filings for Q1 2024.