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iShares Core 10+ Year USD Bond ETF

92 hedge funds and large institutions have $306M invested in iShares Core 10+ Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

0% more funds holding

Funds holding: 9292 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.99% less ownership

Funds ownership: 56.92%51.93% (-5%)

6% less capital invested

Capital invested by funds: $326M → $306M (-$20.4M)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
38
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
76
Crews Bank & Trust
Florida
$9.39K +$9.77K +193 New
TAM
77
Townsend Asset Management
North Carolina
$7.98K
SS
78
Sunbelt Securities
Texas
$7.32K +$7.59K +150 New
MCM
79
MAI Capital Management
Ohio
$7.01K +$7.29K +144 New
US Bancorp
80
US Bancorp
Minnesota
$5.69K +$5.92K +117 New
PMFA
81
Plante Moran Financial Advisors
Michigan
$4.57K
Q1WB
82
Quest 10 Wealth Builders
Virginia
$3.06K +$3.19K +63 New
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$2.92K -$861 -17 -22%
MLA
84
MB, Levis & Associates
Pennsylvania
$2.19K +$51 +1 +2%
CAM
85
Clarity Asset Management
Iowa
$2.13K +$51 +1 +2%
FWM
86
FLP Wealth Management
Arkansas
$1.86K +$1.92K +38 New
FFA
87
Founders Financial Alliance
North Carolina
$1.6K
CAWM
88
Capital A Wealth Management
Pennsylvania
$1.17K +$1.22K +24 New
TWC
89
TD Waterhouse Canada
Ontario, Canada
$923 +$962 +19 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$827 +$202 +4 +31%
BWL
91
Bogart Wealth LLC
Virginia
$584
GSWM
92
Golden State Wealth Management
California
$97 +$101 +2 New
RWA
93
Rooted Wealth Advisors
Illinois
-$1.08M -20,887 Closed
OMC
94
Old Mission Capital
Illinois
-$946K -17,750 Closed
Mariner
95
Mariner
Kansas
-$905K -16,995 Closed
RB
96
Renasant Bank
Mississippi
-$771K -14,477 Closed
SFS
97
Sowell Financial Services
Arkansas
-$749K -14,062 Closed
M1FG
98
Mach-1 Financial Group
Arkansas
-$439K -8,235 Closed
NP
99
NorthRock Partners
Minnesota
-$370K -6,954 Closed
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
-$286K -5,356 Closed

ILTB Hedge Fund Activity: Q4 2024 in Review

92 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2024, worth a combined $306M — down 6.2% from $326M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ILTB positions and 13 closed out — a net gain of 3 holders — while 38 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $19M. The largest seller was International Assets Investment Management, cutting an estimated $39.4M.

  • 92 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $306M of iShares Core 10+ Year USD Bond ETF stock for Q4 2024, down 6.2% quarter-over-quarter.
  • 16 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2024 and 13 closed out, a net change of +3 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2024 was Bank of America, an estimated $19M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2024 was International Assets Investment Management, an estimated $39.4M sold.

Based on aggregated 13F filings for Q4 2024.