iShares Core 10+ Year USD Bond ETF
ILTB
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.
1.13% less ownership
Funds ownership: 54.96% → 53.83% (-1.1%)
7% less funds holding
Funds holding: 96 → 89 (-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: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.59M |
| 2 |
PJSIMP
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
+$2.44M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
+$1.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.21M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.5M |
| 2 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
-$5.88M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$4.9M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$4.23M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
101
Larson Financial Group
St Louis,
Missouri
| – | -$20.6K | -411 | Closed |
|
|
CA
102
Continuum Advisory
Eagle,
Idaho
| – | -$13.5K | -270 | Closed |
|
103
Fidelity Investments
Boston,
Massachusetts
| – | -$10.7K | -215 | Closed |
|
|
MLA
104
MB, Levis & Associates
Center Valley,
Pennsylvania
| – | -$2.27K | -45 | 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.