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iShares Core 10+ Year USD Bond ETF

89 hedge funds and large institutions have $321M invested in iShares Core 10+ Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.13% less ownership

Funds ownership: 54.96%53.83% (-1.1%)

7% less funds holding

Funds holding: 9689 (-7)

8% less capital invested

Capital invested by funds: $350M → $321M (-$29.4M)

18% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 33

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
9
Increased
27
Reduced
33
Closed
15
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
RF
77
Rossby Financial
Florida
$10.3K
CBT
78
Crews Bank & Trust
Florida
$9.54K
TAM
79
Townsend Asset Management
North Carolina
$8.11K +$7.94K +164 New
SS
80
Sunbelt Securities
Texas
$7.3K
MCM
81
MAI Capital Management
Ohio
$7.12K
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$2.27K
CAM
83
Clarity Asset Management
Iowa
$2.2K +$48 +1 +2%
Q1WB
84
Quest 10 Wealth Builders
Virginia
$1.78K -$3.73K -77 -68%
AF
85
Allworth Financial
California
$791
SAS
86
Spurstone Advisory Services
Connecticut
$691
BWL
87
Bogart Wealth LLC
Virginia
$593
CIA
88
Cape Investment Advisory
Georgia
$318 -$48 -1 -14%
GSWM
89
Golden State Wealth Management
California
$99
AWS
90
Atria Wealth Solutions
New York
-$4.23M -84,679 Closed
M1FG
91
Mach-1 Financial Group
Arkansas
-$954K -19,081 Closed
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
-$906K -17,837 Closed
BP
93
BNP Paribas
France
-$457K -9,133 Closed
CAS
94
Coppell Advisory Solutions
Texas
-$1.31M -6,100 Closed
IWC
95
Integrated Wealth Concepts
Massachusetts
-$275K -5,490 Closed
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
-$244K -4,884 Closed
CIA
97
Concurrent Investment Advisors
Florida
-$233K -4,654 Closed
Stifel Financial
98
Stifel Financial
Missouri
-$219K -4,374 Closed
OMC
99
Old Mission Capital
Illinois
-$217K -4,348 Closed
HI
100
Harbour Investments
Wisconsin
-$101K -2,020 Closed

ILTB Hedge Fund Activity: Q2 2025 in Review

89 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2025, worth a combined $321M — down 8.4% from $350M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ILTB and 9 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 27 added.

The largest buyer was AE Wealth Management, adding an estimated $3.59M. The largest seller was Ameriprise, cutting an estimated $13.5M.

  • 89 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2025, down from 96 in Q1 2025.
  • Funds reported $321M of iShares Core 10+ Year USD Bond ETF stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 9 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2025 and 15 closed out, a net change of -6 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2025 was AE Wealth Management, an estimated $3.59M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2025 was Ameriprise, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2025.