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iShares Core 10+ Year USD Bond ETF

96 hedge funds and large institutions have $350M invested in iShares Core 10+ Year USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $306M → $350M (+$44.1M)

4% more funds holding

Funds holding: 9296 (+4)

3.03% more ownership

Funds ownership: 51.93%54.96% (+3%)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
17
Increased
30
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$426K -$243K -4,919 -37%
AAM
52
Advisors Asset Management
Colorado
$392K +$40.4K +818 +12%
TFGT
53
TS Financial Group (TSFG)
Illinois
$369K -$42.4K -859 -10%
Osaic Holdings
54
Osaic Holdings
Arizona
$353K -$278K -5,632 -44%
P
55
&Partners
Tennessee
$293K -$305K -6,190 -51%
IWC
56
Integrated Wealth Concepts
Massachusetts
$275K +$271K +5,490 New
VFPW
57
Vantage Financial Partners (Wisconsin)
Wisconsin
$266K -$7.65K -155 -3%
FPAS
58
Focus Partners Advisor Solutions
Missouri
$262K +$258K +5,230 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$245K -$3.16K -64 -1%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$244K -$508K -10,299 -68%
CIA
61
Concurrent Investment Advisors
Florida
$233K +$230K +4,654 New
Stifel Financial
62
Stifel Financial
Missouri
$219K -$258K -5,220 -54%
OMC
63
Old Mission Capital
Illinois
$217K +$215K +4,348 New
SAW
64
Signal Advisors Wealth
Michigan
$216K +$214K +4,328 New
Comerica Bank
65
Comerica Bank
Texas
$165K
PPC
66
Park Place Capital
Alabama
$159K -$43.5K -881 -22%
PFBT
67
Parkside Financial Bank & Trust
Missouri
$152K +$80.7K +1,636 +116%
HI
68
Harbour Investments
Wisconsin
$101K
PS
69
Principal Securities
Iowa
$76.3K +$2.12K +43 +3%
Citigroup
70
Citigroup
New York
$71.8K -$68.5K -1,389 -49%
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$60.5K +$5.67K +115 +10%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$57K
DRP
73
Decker Retirement Planning
Utah
$56.6K
IA
74
IFP Advisors
Florida
$36.3K +$35.8K +725 New
SIS
75
Sound Income Strategies
Florida
$23.6K -$543 -11 -2%

ILTB Hedge Fund Activity: Q1 2025 in Review

96 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2025, worth a combined $350M — up 14% from $306M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ILTB positions and 12 closed out — a net gain of 5 holders — while 30 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $17.5M. The largest seller was LPL Financial, cutting an estimated $2.29M.

  • 96 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2025, up from 92 in Q4 2024.
  • Funds reported $350M of iShares Core 10+ Year USD Bond ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 17 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2025 and 12 closed out, a net change of +5 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2025 was Bank of America, an estimated $17.5M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2025 was LPL Financial, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2025.