We are live on ! Find out more
ILTB icon

iShares Core 10+ Year USD Bond ETF
ILTB

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

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $306M → $350M (+$44.1M)

4% more funds holding

Funds holding: 92 → 96 (+4)

3.03% more ownership

Funds ownership: 51.93% → 54.96% (+3%)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.29%
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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$17.5M
2
Ameriprise
Ameriprise
Minnesota
+$14.2M
3
AWM
AE Wealth Management
Kansas
+$2.29M
4
CMA
Cedar Mountain Advisors
Oregon
+$1.31M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.29M
2
Raymond James Financial
Raymond James Financial
Florida
-$2.2M
3
Wells Fargo
Wells Fargo
California
-$1.98M
4
Jane Street
Jane Street
New York
-$1.76M
5
EPP
ETF Portfolio Partners
Kansas
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
76
Larson Financial Group
Missouri
$20.6K +$20.3K +411 New
ME
77
McIlrath & Eck
Washington
$20.5K -$1.73K -35 -8%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$19.3K – – –
FNWM
79
Financial Network Wealth Management
Utah
$14K +$13.9K +282 New
CA
80
Continuum Advisory
Idaho
$13.5K +$444 +9 +3%
SPIA
81
Steward Partners Investment Advisory
New York
$12.5K – – –
Fidelity Investments
82
Fidelity Investments
Massachusetts
$10.7K +$9.77K +198 +1,165%
RF
83
Rossby Financial
Florida
$10.2K +$10.3K +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 +$2.47K +50 +79%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$2.3K -$691 -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 -$8.78K -178 -92%
SAS
93
Spurstone Advisory Services
Connecticut
$700 +$691 +14 New
BWL
94
Bogart Wealth LLC
Virginia
$600 – – –
CIA
95
Cape Investment Advisory
Georgia
$362 +$345 +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
1 2 3
4
5

ILTB Hedge Fund Activity: Q1 2025 in Review

96 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2025, worth a combined $350M — up 14% from $306M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ILTB positions and 12 closed out — a net gain of 5 holders — while 30 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $17.5M. The largest seller was LPL Financial, cutting an estimated $2.29M.

  • 96 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2025, up from 92 in Q4 2024.
  • Funds reported $350M of iShares Core 10+ Year USD Bond ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 17 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2025 and 12 closed out, a net change of +5 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2025 was Bank of America, an estimated $17.5M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2025 was LPL Financial, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2025.