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iShares Core 10+ Year USD Bond ETF

96 hedge funds and large institutions have $350M invested in iShares Core 10+ Year USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
17
Increased
30
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
76
Larson Financial Group
Missouri
$20.6K +$20.6K +411 New
ME
77
McIlrath & Eck
Washington
$20.5K -$1.75K -35 -8%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$19.3K
FNWM
79
Financial Network Wealth Management
Utah
$14K +$14K +282 New
CA
80
Continuum Advisory
Idaho
$13.5K +$450 +9 +3%
SPIA
81
Steward Partners Investment Advisory
New York
$12.5K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$10.7K +$9.89K +198 +1,165%
RF
83
Rossby Financial
Florida
$10.2K +$10.2K +208 New
CBT
84
Crews Bank & Trust
Florida
$9.65K
SS
85
Sunbelt Securities
Texas
$7.5K
MCM
86
MAI Capital Management
Ohio
$7.2K
Q1WB
87
Quest 10 Wealth Builders
Virginia
$5.65K +$2.5K +50 +79%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$2.3K -$700 -14 -23%
MLA
89
MB, Levis & Associates
Pennsylvania
$2.27K
CAM
90
Clarity Asset Management
Iowa
$2.2K
CAWM
91
Capital A Wealth Management
Pennsylvania
$1.2K
AF
92
Allworth Financial
California
$780 -$8.68K -178 -92%
SAS
93
Spurstone Advisory Services
Connecticut
$700 +$700 +14 New
BWL
94
Bogart Wealth LLC
Virginia
$600
CIA
95
Cape Investment Advisory
Georgia
$362 +$362 +7 New
GSWM
96
Golden State Wealth Management
California
$100
VH
97
Visionary Horizons
Tennessee
-$552K -11,344 Closed
MAS
98
Meeder Advisory Services
Ohio
-$445K -9,150 Closed
SRA
99
Secured Retirement Advisors
Minnesota
-$433K -8,909 Closed
OIA
100
OneDigital Investment Advisors
Kansas
-$250K -5,139 Closed