We are live on ! Find out more
ILTB icon

iShares Core 10+ Year USD Bond ETF

92 hedge funds and large institutions have $306M invested in iShares Core 10+ Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

0% more funds holding

Funds holding: 9292 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.99% less ownership

Funds ownership: 56.92%51.93% (-5%)

6% less capital invested

Capital invested by funds: $326M → $306M (-$20.4M)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
38
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRA
51
Secured Retirement Advisors
Minnesota
$433K -$60K -1,186 -12%
TFGT
52
TS Financial Group (TSFG)
Illinois
$401K +$709 +14 +0.2%
BP
53
BNP Paribas
France
$369K +$3.54K +70 +0.9%
AAM
54
Advisors Asset Management
Colorado
$341K +$216K +4,263 +155%
GRP
55
Global Retirement Partners
California
$307K +$149K +2,950 +88%
VFPW
56
Vantage Financial Partners (Wisconsin)
Wisconsin
$266K -$39K -771 -12%
OIA
57
OneDigital Investment Advisors
Kansas
$250K +$260K +5,139 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$242K -$14.6K -289 -5%
EAM
59
Everstar Asset Management
North Carolina
$200K
PPC
60
Park Place Capital
Alabama
$198K -$546K -10,788 -73%
Comerica Bank
61
Comerica Bank
Texas
$160K +$25K +493 +18%
Citigroup
62
Citigroup
New York
$137K -$15.3K -302 -10%
HI
63
Harbour Investments
Wisconsin
$98.3K -$7.54K -149 -7%
PS
64
Principal Securities
Iowa
$74.2K +$59K +1,165 +324%
PFBT
65
Parkside Financial Bank & Trust
Missouri
$68.6K
DRP
66
Decker Retirement Planning
Utah
$55.1K +$57.4K +1,133 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$55K +$57.7K +1,140 New
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$53.8K -$183K -3,614 -77%
SIS
69
Sound Income Strategies
Florida
$23.4K +$51 +1 +0.2%
ME
70
McIlrath & Eck
Washington
$21.7K -$2.28K -45 -9%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$18.7K +$4.56K +90 +31%
CA
72
Continuum Advisory
Idaho
$12.7K
SPIA
73
Steward Partners Investment Advisory
New York
$12.2K
TCG
74
Transcendent Capital Group
Oklahoma
$11.2K -$242K -4,779 -95%
AF
75
Allworth Financial
California
$9.46K +$9.01K +178 +1,113%

ILTB Hedge Fund Activity: Q4 2024 in Review

92 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2024, worth a combined $306M — down 6.2% from $326M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ILTB positions and 13 closed out — a net gain of 3 holders — while 38 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $19M. The largest seller was International Assets Investment Management, cutting an estimated $39.4M.

  • 92 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $306M of iShares Core 10+ Year USD Bond ETF stock for Q4 2024, down 6.2% quarter-over-quarter.
  • 16 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2024 and 13 closed out, a net change of +3 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2024 was Bank of America, an estimated $19M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2024 was International Assets Investment Management, an estimated $39.4M sold.

Based on aggregated 13F filings for Q4 2024.