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iShares Core 10+ Year USD Bond ETF

86 hedge funds and large institutions have $355M invested in iShares Core 10+ Year USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

3% less funds holding

Funds holding: 8986 (-3)

19.38% less ownership

Funds ownership: 78.04%58.66% (-19%)

27% less capital invested

Capital invested by funds: $486M → $355M (-$131M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
44
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$435K +$5.11K +103 +1%
TFGT
52
TS Financial Group (TSFG)
Illinois
$423K -$16.4K -330 -4%
Osaic Holdings
53
Osaic Holdings
Arizona
$420K -$1.07M -21,640 -72%
PAG
54
Private Advisor Group
New Jersey
$402K +$4.86K +98 +1%
BP
55
BNP Paribas
France
$392K +$34.9K +704 +10%
VH
56
Visionary Horizons
Tennessee
$384K +$382K +7,716 New
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$334K +$28.7K +579 +9%
VFPW
58
Vantage Financial Partners (Wisconsin)
Wisconsin
$323K +$545 +11 +0.2%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$292K +$15.3K +309 +6%
BOSSRA
60
B.O.S.S. Retirement Advisors
Utah
$284K +$51.8K +1,046 +22%
TCG
61
Transcendent Capital Group
Oklahoma
$268K -$2.92K -59 -1%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$266K +$297 +6 +0.1%
FPAS
63
Focus Partners Advisor Solutions
Missouri
$256K +$255K +5,147 New
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$227K +$9.91K +200 +5%
GRP
65
Global Retirement Partners
California
$152K +$127K +2,565 +513%
HI
66
Harbour Investments
Wisconsin
$108K
Jones Financial Companies
67
Jones Financial Companies
Missouri
$106K +$105K +2,123 New
Citigroup
68
Citigroup
New York
$63.5K -$4.36K -88 -6%
US Bancorp
69
US Bancorp
Minnesota
$52.6K +$52.5K +1,059 New
NA
70
NewEdge Advisors
Louisiana
$33.3K -$11.4K -230 -26%
SIS
71
Sound Income Strategies
Florida
$25.6K -$843 -17 -3%
ME
72
McIlrath & Eck
Washington
$24.1K +$297 +6 +1%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$15K
FCA
74
FinTrust Capital Advisors
South Carolina
$13.1K +$50 +1 +0.4%
CA
75
Continuum Advisory
Idaho
$12.8K +$2.18K +44 +21%

ILTB Hedge Fund Activity: Q2 2024 in Review

86 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2024, worth a combined $355M — down 27% from $486M a quarter earlier.

Fund positioning in ILTB was balanced in Q2 2024: 11 funds opened new positions, 11 closed out, 44 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.7M. The largest seller was BlackRock, cutting an estimated $87.9M.

  • 86 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2024, down from 89 in Q1 2024.
  • Funds reported $355M of iShares Core 10+ Year USD Bond ETF stock for Q2 2024, down 27% quarter-over-quarter.
  • 11 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2024 and 11 closed out, a net change of 0 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2024 was Ameriprise, an estimated $10.7M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2024 was BlackRock, an estimated $87.9M sold.

Based on aggregated 13F filings for Q2 2024.