We are live on ! Find out more
ILTB icon

iShares Core 10+ Year USD Bond ETF

69 hedge funds and large institutions have $107M invested in iShares Core 10+ Year USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.29% less ownership

Funds ownership: 40.16%36.87% (-3.3%)

8% less funds holding

Funds holding: 7569 (-6)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

27% less capital invested

Capital invested by funds: $145M → $107M (-$38.7M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
69
Holders Change
-6
Holders Change %
-8%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
23
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$26.1M +$1.04M +15,549 +4%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$11M +$3.27M +49,124 +40%
SIAG
3
Safeguard Investment Advisory Group
California
$6.89M -$1.29M -19,332 -15%
SMM
4
Stadion Money Management
Georgia
$6.43M -$7.73M -116,019 -54%
VCM
5
Verde Capital Management
Michigan
$5.61M +$120K +1,797 +2%
BlackRock
6
BlackRock
New York
$4.31M +$282K +4,232 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.22M +$191K +2,865 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$3.92M -$151K -2,269 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.63M -$112K -1,687 -3%
IWN
10
Independent Wealth Network
Iowa
$3.6M +$225K +3,374 +6%
CWA
11
Centennial Wealth Advisory
Michigan
$3.52M +$338K +5,067 +10%
Citadel Advisors
12
Citadel Advisors
Florida
$3.49M +$3.41M +51,159 +1,496%
Morgan Stanley
13
Morgan Stanley
New York
$3.11M +$566K +8,501 +21%
Wells Fargo
14
Wells Fargo
California
$2.14M -$956K -14,353 -30%
Jane Street
15
Jane Street
New York
$1.68M -$6.63M -99,554 -79%
SWP
16
Summit Wealth Partners
Florida
$1.53M +$57.9K +869 +4%
LPL Financial
17
LPL Financial
California
$1.44M -$1.38M -20,651 -48%
Bank of America
18
Bank of America
North Carolina
$1.22M -$225K -3,381 -15%
Betterment LLC
19
Betterment LLC
New York
$854K +$127K +1,910 +17%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$817K -$133 -2 -0%
FA
21
Fermata Advisors
California
$739K +$125K +1,879 +19%
GFPC
22
Global Financial Private Client
Florida
$678K +$9.93K +149 +1%
VFPW
23
Vantage Financial Partners (Wisconsin)
Wisconsin
$600K -$263K -3,950 -30%
WP
24
WealthShield Partners
North Carolina
$567K
CAN
25
Cetera Advisor Networks
California
$567K +$40.7K +611 +7%

ILTB Hedge Fund Activity: Q1 2022 in Review

69 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2022, worth a combined $107M — down 27% from $145M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ILTB and 8 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 23 added.

The largest buyer was Citadel Advisors, adding an estimated $3.41M. The largest seller was Stadion Money Management, cutting an estimated $7.73M.

  • 69 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2022, down from 75 in Q4 2021.
  • Funds reported $107M of iShares Core 10+ Year USD Bond ETF stock for Q1 2022, down 27% quarter-over-quarter.
  • 8 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2022 and 12 closed out, a net change of -4 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2022 was Citadel Advisors, an estimated $3.41M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2022 was Stadion Money Management, an estimated $7.73M sold.

Based on aggregated 13F filings for Q1 2022.