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iShares Core 10+ Year USD Bond ETF

89 hedge funds and large institutions have $486M invested in iShares Core 10+ Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $379M → $486M (+$107M)

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

13.76% more ownership

Funds ownership: 64.28%78.04% (+14%)

3% less funds holding

Funds holding: 9289 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
33
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$12.8K
CA
77
Continuum Advisory
Idaho
$10.6K +$10.9K +214 New
SWM
78
Spire Wealth Management
Virginia
$8.79K
CAL
79
Capital Analysts LLC
Pennsylvania
$6K
BHWM
80
Beaird Harris Wealth Management
Texas
$4.4K +$4.38K +86 New
Fidelity Investments
81
Fidelity Investments
Massachusetts
$4.14K -$17.5K -344 -81%
GWM
82
Geneos Wealth Management
Colorado
$3.63K
PS
83
Principal Securities
Iowa
$2.56K +$2.55K +50 New
MLA
84
MB, Levis & Associates
Pennsylvania
$2.21K
CAM
85
Clarity Asset Management
Iowa
$2.15K
TVWM
86
Tower View Wealth Management
Wisconsin
$1.74K +$1.73K +34 New
FFA
87
Founders Financial Alliance
North Carolina
$1.69K
FPF
88
First Pacific Financial
Washington
$1.18K -$102 -2 -8%
AF
89
Allworth Financial
California
$1.07K +$255 +5 +31%
MA
90
Mutual Advisors
Nebraska
-$2.85M -54,289 Closed
KFG
91
Kingdom Financial Group
Arizona
-$1.12M -21,370 Closed
Citadel Advisors
92
Citadel Advisors
Florida
-$840K -15,969 Closed
SFS
93
Sowell Financial Services
Arkansas
-$799K -15,191 Closed
BBWP
94
Beacon Bridge Wealth Partners
Pennsylvania
-$531K -10,095 Closed
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
-$384K -7,301 Closed
CF
96
Clarity Financial
Texas
-$341K -6,478 Closed
FA
97
Fermata Advisors
California
-$231K -4,390 Closed
ASN
98
Advisory Services Network
Georgia
-$184K -3,507 Closed
SS
99
Sunbelt Securities
Texas
-$78.8K -1,498 Closed
LFA
100
Level Financial Advisors
New York
-$61.2K -1,164 Closed

ILTB Hedge Fund Activity: Q1 2024 in Review

89 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2024, worth a combined $486M — up 28% from $379M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ILTB and 13 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 33 added.

The largest buyer was Bank of America, adding an estimated $58.8M. The largest seller was Ameriprise, cutting an estimated $40.2M.

  • 89 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2024, down from 92 in Q4 2023.
  • Funds reported $486M of iShares Core 10+ Year USD Bond ETF stock for Q1 2024, up 28% quarter-over-quarter.
  • 13 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2024 and 15 closed out, a net change of -2 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2024 was Bank of America, an estimated $58.8M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2024 was Ameriprise, an estimated $40.2M sold.

Based on aggregated 13F filings for Q1 2024.