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iShares Core 10+ Year USD Bond ETF

86 hedge funds and large institutions have $355M invested in iShares Core 10+ Year USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

3% less funds holding

Funds holding: 8986 (-3)

19.38% less ownership

Funds ownership: 78.04%58.66% (-19%)

27% less capital invested

Capital invested by funds: $486M → $355M (-$131M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
44
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$12.4K
SAG
77
Spotlight Asset Group
Illinois
$6.21K +$6.2K +125 New
PS
78
Principal Securities
Iowa
$4.62K +$2.13K +43 +86%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$3.83K -$23.1K -467 -86%
GWM
80
Geneos Wealth Management
Colorado
$3.53K
MLA
81
MB, Levis & Associates
Pennsylvania
$2.18K +$50 +1 +2%
CAM
82
Clarity Asset Management
Iowa
$2.12K +$50 +1 +2%
FFA
83
Founders Financial Alliance
North Carolina
$1.64K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$1.14K -$2.88K -58 -72%
AF
85
Allworth Financial
California
$807 -$248 -5 -24%
BWL
86
Bogart Wealth LLC
Virginia
$597 +$595 +12 New
SCI
87
Stableford Capital II
Arizona
-$8.57M -167,638 Closed
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
-$551K -10,777 Closed
HP
89
Hilltop Partners
Indiana
-$549K -10,736 Closed
BRWA
90
B. Riley Wealth Advisors
Florida
-$406K -8,589 Closed
SAW
91
Signal Advisors Wealth
Michigan
-$301K -5,898 Closed
Truist Financial
92
Truist Financial
North Carolina
-$220K -4,305 Closed
SWM
93
Spire Wealth Management
Virginia
-$8.79K -172 Closed
CAL
94
Capital Analysts LLC
Pennsylvania
-$6K -123 Closed
BHWM
95
Beaird Harris Wealth Management
Texas
-$4.4K -86 Closed
TVWM
96
Tower View Wealth Management
Wisconsin
-$1.74K -34 Closed
FPF
97
First Pacific Financial
Washington
-$1.18K -23 Closed

ILTB Hedge Fund Activity: Q2 2024 in Review

86 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2024, worth a combined $355M — down 27% from $486M a quarter earlier.

Fund positioning in ILTB was balanced in Q2 2024: 11 funds opened new positions, 11 closed out, 44 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.7M. The largest seller was BlackRock, cutting an estimated $87.9M.

  • 86 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2024, down from 89 in Q1 2024.
  • Funds reported $355M of iShares Core 10+ Year USD Bond ETF stock for Q2 2024, down 27% quarter-over-quarter.
  • 11 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2024 and 11 closed out, a net change of 0 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2024 was Ameriprise, an estimated $10.7M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2024 was BlackRock, an estimated $87.9M sold.

Based on aggregated 13F filings for Q2 2024.