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iShares Core 10+ Year USD Bond ETF

74 hedge funds and large institutions have $211M invested in iShares Core 10+ Year USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

0.5% more ownership

Funds ownership: 45.15%45.65% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 7574 (-1)

5% less capital invested

Capital invested by funds: $223M → $211M (-$11.2M)

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
32
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$39.7M +$3.23M +45,015 +8%
SMM
2
Stadion Money Management
Georgia
$20.3M +$1.05M +14,723 +5%
AWM
3
AE Wealth Management
Kansas
$18.7M +$6.86M +95,796 +54%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$18.2M
BC
5
Brio Consultants
California
$16.8M +$917K +12,792 +6%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$9.09M
IFG
7
Independent Financial Group
California
$7.75M +$1.72M +23,989 +27%
SIAG
8
Safeguard Investment Advisory Group
California
$6.05M +$4.01M +56,002 +173%
VCM
9
Verde Capital Management
Michigan
$5.72M +$330K +4,607 +6%
UWM
10
USAdvisors Wealth Management
Minnesota
$5.38M +$5.83M +81,423 New
JP Morgan Chase
11
JP Morgan Chase
New York
$5.35M +$249K +3,470 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.87M -$121K -1,691 -2%
Morgan Stanley
13
Morgan Stanley
New York
$4.84M -$416K -5,801 -8%
Citadel Advisors
14
Citadel Advisors
Florida
$4.81M +$5.03M +70,164 New
Wells Fargo
15
Wells Fargo
California
$3.25M -$1.87M -26,130 -35%
LPL Financial
16
LPL Financial
California
$2.71M -$2.55M -35,588 -47%
CWA
17
Centennial Wealth Advisory
Michigan
$2.71M +$698K +9,748 +33%
BlackRock
18
BlackRock
New York
$2.54M +$624K +8,712 +31%
WP
19
WealthSource Partners
California
$2.34M +$2.22M +31,024 +987%
SFP
20
Strategic Financial Partners
Oregon
$2.29M +$192K +2,677 +9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.21M -$584K -8,145 -20%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.08M -$573 -8 -0%
Bank of America
23
Bank of America
North Carolina
$1.85M +$998K +13,925 +107%
OBWG
24
Onyx Bridge Wealth Group
New York
$1.68M +$56.9K +794 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.57M +$519K +7,238 +46%