iShares Core 10+ Year USD Bond ETF
ILTB
89 hedge funds and large institutions have $486M invested in iShares Core 10+ Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 15 closing their positions.
28% more capital invested
Capital invested by funds: $379M → $486M (+$107M)
18% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 28
13.76% more ownership
Funds ownership: 64.28% → 78.04% (+14%)
3% less funds holding
Funds holding: 92 → 89 (-3)
13% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 15
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$58.8M |
| 2 |
JP Morgan Chase
New York
|
+$47.1M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
+$25.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$25.4M |
| 5 |
Jane Street
New York
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$40.2M |
| 2 |
HP
Hilltop Partners
Mishawaka,
Indiana
|
-$13.7M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$10.6M |
| 4 |
Morgan Stanley
New York
|
-$9.02M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OLVIG
101
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$28.1K | -534 | Closed |
|
102
US Bancorp
Minneapolis,
Minnesota
| – | -$14K | -266 | Closed |
|
|
TFG
103
Team Financial Group
Temecula,
California
| – | -$7.99K | -152 | Closed |
|
|
TVAMP
104
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| – | -$2.76K | -52 | Closed |
|
ILTB Hedge Fund Activity: Q1 2024 in Review
89 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2024, worth a combined $486M — up 28% from $379M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of ILTB and 13 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 33 added.
The largest buyer was Bank of America, adding an estimated $58.8M. The largest seller was Ameriprise, cutting an estimated $40.2M.
- 89 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2024, down from 92 in Q4 2023.
- Funds reported $486M of iShares Core 10+ Year USD Bond ETF stock for Q1 2024, up 28% quarter-over-quarter.
- 13 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2024 and 15 closed out, a net change of -2 holders.
- The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2024 was Bank of America, an estimated $58.8M added.
- The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2024 was Ameriprise, an estimated $40.2M sold.
Based on aggregated 13F filings for Q1 2024.