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iShares Core 10+ Year USD Bond ETF
ILTB

85 hedge funds and large institutions have $330M invested in iShares Core 10+ Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

2% less funds holding

Funds holding: 87 → 85 (-2)

5.92% less ownership

Funds ownership: 71.43% → 65.51% (-5.9%)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

20% less capital invested

Capital invested by funds: $413M → $330M (-$83.2M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
32
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$6.6M
2
Charles Schwab
Charles Schwab
California
+$5.7M
3
AWM
AE Wealth Management
Kansas
+$3.78M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.73M
5
RWA
Rooted Wealth Advisors
Illinois
+$2.69M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.3M
2
CW
Connectus Wealth
Ohio
-$13.8M
3
Jane Street
Jane Street
New York
-$8.62M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.03M
5
BBWP
Beacon Bridge Wealth Partners
Pennsylvania
-$5.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$7.28K +$7.72K +154 New
TFG
77
Team Financial Group
California
$7.07K +$7.52K +150 New
Fidelity Investments
78
Fidelity Investments
Massachusetts
$6.76K +$5.46K +109 +321%
CFD
79
Creative Financial Designs
Indiana
$5.24K +$5.57K +111 New
Citigroup
80
Citigroup
New York
$5.17K +$100 +2 +2%
GWM
81
Geneos Wealth Management
Colorado
$3.35K – – –
IA
82
IFP Advisors
Florida
$2.83K – – –
LFA
83
Level Financial Advisors
New York
$2.41K +$2.56K +51 New
MLA
84
MB, Levis & Associates
Pennsylvania
$2K – – –
FFA
85
Founders Financial Alliance
North Carolina
$1.56K – – –
CW
86
Connectus Wealth
Ohio
– -$13.8M -262,420 Closed
TAIM
87
TD Ameritrade Investment Management
Nebraska
– -$6.15M -116,833 Closed
EIA
88
Eldridge Investment Advisors
New Hampshire
– -$763K -14,500 Closed
CMI
89
Clare Market Investments
Texas
– -$568K -10,803 Closed
TWC
90
TD Waterhouse Canada
Ontario, Canada
– -$427K -8,200 Closed
WP
91
WealthShield Partners
North Carolina
– -$360K -6,844 Closed
HighTower Advisors
92
HighTower Advisors
Illinois
– -$351K -6,769 Closed
HAS
93
HBW Advisory Services
California
– -$263K -5,002 Closed
ASN
94
Advisory Services Network
Georgia
– -$225K -4,287 Closed
AAM
95
Advisors Asset Management
Colorado
– -$91.7K -1,743 Closed
PO
96
Private Ocean
California
– -$54.1K -1,028 Closed
SS
97
Sunbelt Securities
Texas
– -$15.9K -303 Closed
SIC
98
Salem Investment Counselors
North Carolina
– -$6.58K -125 Closed
RG
99
Retirement Group
California
– -$14.6K -78 Closed
GFPC
100
Global Financial Private Client
Florida
– -$3.65K -70 Closed
1 2 3
4
5

ILTB Hedge Fund Activity: Q3 2023 in Review

85 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q3 2023, worth a combined $330M — down 20% from $413M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ILTB and 14 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 32 added.

The largest buyer was Wells Fargo, adding an estimated $6.6M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $18.3M.

  • 85 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q3 2023, down from 87 in Q2 2023.
  • Funds reported $330M of iShares Core 10+ Year USD Bond ETF stock for Q3 2023, down 20% quarter-over-quarter.
  • 14 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q3 2023 and 16 closed out, a net change of -2 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q3 2023 was Wells Fargo, an estimated $6.6M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q3 2023 was Thrivent Financial for Lutherans, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2023.