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iShares Core 10+ Year USD Bond ETF
ILTB

87 hedge funds and large institutions have $413M invested in iShares Core 10+ Year USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

96% more capital invested

Capital invested by funds: $210M → $413M (+$203M)

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

26% more funds holding

Funds holding: 69 → 87 (+18)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11.61% more ownership

Funds ownership: 59.83% → 71.43% (+12%)

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.37%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
22
Increased
33
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$87.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$32.7M
3
Jane Street
Jane Street
New York
+$14.7M
4
CW
Connectus Wealth
Ohio
+$13.8M
5
HP
Hilltop Partners
Indiana
+$12.1M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.39M
2
CM
Columbus Macro
Pennsylvania
-$2.22M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.08M
4
EIA
Eldridge Investment Advisors
New Hampshire
-$908K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$826K
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
76
Retirement Group
California
$14.6K – – –
SWM
77
Spire Wealth Management
Virginia
$9.05K – – –
SIC
78
Salem Investment Counselors
North Carolina
$6.58K – – –
Citigroup
79
Citigroup
New York
$5.69K -$2.05K -39 -27%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$5.42K – – –
GWM
81
Geneos Wealth Management
Colorado
$3.73K – – –
GFPC
82
Global Financial Private Client
Florida
$3.65K – – –
IA
83
IFP Advisors
Florida
$3.16K +$3.16K +60 New
FMII
84
Farmers & Merchants Investments Inc
Nebraska
$2.37K +$2.37K +45 New
MLA
85
MB, Levis & Associates
Pennsylvania
$2.21K – – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$1.79K +$158 +3 +10%
FFA
87
Founders Financial Alliance
North Carolina
$1.74K – – –
CM
88
Columbus Macro
Pennsylvania
– -$2.22M -41,522 Closed
SFP
89
Strategic Financial Partners
Oregon
– -$224K -4,171 Closed
BAM
90
Belpointe Asset Management
Nevada
– -$19.3K -359 Closed
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
– -$13.6K -254 Closed
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ILTB Hedge Fund Activity: Q2 2023 in Review

87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2023, worth a combined $413M — up 96% from $210M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ILTB positions and 4 closed out — a net gain of 18 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $87.7M. The largest seller was Wells Fargo, cutting an estimated $2.39M.

  • 87 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2023, up from 69 in Q1 2023.
  • Funds reported $413M of iShares Core 10+ Year USD Bond ETF stock for Q2 2023, up 96% quarter-over-quarter.
  • 22 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2023 and 4 closed out, a net change of +18 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2023 was Ameriprise, an estimated $87.7M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2023 was Wells Fargo, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2023.