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iShares Core 10+ Year USD Bond ETF

60 hedge funds and large institutions have $112M invested in iShares Core 10+ Year USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.29% more ownership

Funds ownership: 36.87%48.16% (+11%)

5% more capital invested

Capital invested by funds: $107M → $112M (+$4.86M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less funds holding

Funds holding: 6960 (-9)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

Holders
60
Holders Change
-9
Holders Change %
-13.04%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
17
Reduced
25
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$22M +$21.2M +368,963 +1,408%
AWM
2
AE Wealth Management
Kansas
$21.4M -$1.24M -21,607 -5%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$7.45M -$2.14M -37,234 -22%
SIAG
4
Safeguard Investment Advisory Group
California
$6.89M
SMM
5
Stadion Money Management
Georgia
$5.99M +$420K +7,298 +7%
VCM
6
Verde Capital Management
Michigan
$4.8M -$70.2K -1,219 -1%
Wells Fargo
7
Wells Fargo
California
$4.79M +$3.04M +52,769 +158%
BlackRock
8
BlackRock
New York
$4.18M +$453K +7,863 +12%
Morgan Stanley
9
Morgan Stanley
New York
$4.04M +$1.39M +24,167 +50%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.5M +$360K +6,260 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.31M -$369K -6,410 -10%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.06M -$359K -6,233 -10%
IWN
13
Independent Wealth Network
Iowa
$2.97M -$161K -2,796 -5%
CWA
14
Centennial Wealth Advisory
Michigan
$2.86M -$208K -3,616 -7%
SWP
15
Summit Wealth Partners
Florida
$1.23M -$101K -1,750 -7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.07M +$821K +14,259 +284%
LPL Financial
17
LPL Financial
California
$967K -$297K -5,155 -23%
Bank of America
18
Bank of America
North Carolina
$957K -$102K -1,765 -9%
Betterment LLC
19
Betterment LLC
New York
$913K +$178K +3,087 +23%
FA
20
Fermata Advisors
California
$815K +$179K +3,110 +27%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$704K -$5.18K -90 -0.7%
CAN
22
Cetera Advisor Networks
California
$695K +$210K +3,648 +41%
CW
23
CreativeOne Wealth
Kansas
$679K +$238K +4,128 +51%
SWP
24
ShoreHaven Wealth Partners
New Jersey
$623K +$646K +11,222 New
Citadel Advisors
25
Citadel Advisors
Florida
$516K -$2.61M -45,295 -83%

ILTB Hedge Fund Activity: Q2 2022 in Review

60 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2022, worth a combined $112M — up 4.5% from $107M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ILTB and 10 opened new positions — a net loss of 9 holders — while 25 trimmed existing stakes and 17 added.

The largest buyer was Jane Street, adding an estimated $21.2M. The largest seller was Citadel Advisors, cutting an estimated $2.61M.

  • 60 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2022, down from 69 in Q1 2022.
  • Funds reported $112M of iShares Core 10+ Year USD Bond ETF stock for Q2 2022, up 4.5% quarter-over-quarter.
  • 10 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2022 and 19 closed out, a net change of -9 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2022 was Jane Street, an estimated $21.2M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2022 was Citadel Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2022.