iShares Core 10+ Year USD Bond ETF
ILTB
92 hedge funds and large institutions have $326M invested in iShares Core 10+ Year USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
37% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 27
7% more funds holding
Funds holding: 86 → 92 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.74% less ownership
Funds ownership: 58.66% → 56.92% (-1.7%)
8% less capital invested
Capital invested by funds: $355M → $326M (-$28.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$40.4M |
| 2 |
CMA
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
+$11.1M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$7.49M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$4.09M |
| 5 |
JP Morgan Chase
New York
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New York State Common Retirement Fund
Albany,
New York
|
-$28.2M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$28.2M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.59M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.34M |
| 5 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
-$2.4M |
ILTB Hedge Fund Activity: Q3 2024 in Review
92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q3 2024, worth a combined $326M — down 8.1% from $355M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ILTB positions and 8 closed out — a net gain of 7 holders — while 37 added to existing stakes and 27 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $40.4M. The largest seller was New York State Common Retirement Fund, exiting entirely with an estimated $28.2M sold.
- 92 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q3 2024, up from 86 in Q2 2024.
- Funds reported $326M of iShares Core 10+ Year USD Bond ETF stock for Q3 2024, down 8.1% quarter-over-quarter.
- 15 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q3 2024 and 8 closed out, a net change of +7 holders.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $40.4M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q3 2024 was New York State Common Retirement Fund, an estimated $28.2M sold.
Based on aggregated 13F filings for Q3 2024.