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iShares Core 10+ Year USD Bond ETF

58 hedge funds and large institutions have $161M invested in iShares Core 10+ Year USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $112M → $161M (+$49.1M)

8.99% more ownership

Funds ownership: 48.16%57.15% (+9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 6058 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
17
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$78.1M +$81.6M +1,480,166 +1,968%
AWM
2
AE Wealth Management
Kansas
$22.6M +$3.52M +63,830 +17%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$9.08M +$2.59M +46,946 +35%
Jane Street
4
Jane Street
New York
$6.06M -$15.1M -274,371 -69%
SIAG
5
Safeguard Investment Advisory Group
California
$5.01M -$426K -7,718 -7%
VCM
6
Verde Capital Management
Michigan
$4.52M +$207K +3,761 +4%
Morgan Stanley
7
Morgan Stanley
New York
$3.65M -$3.58K -65 -0.1%
Wells Fargo
8
Wells Fargo
California
$3.48M -$933K -16,913 -20%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.9M -$286K -5,186 -8%
IWN
10
Independent Wealth Network
Iowa
$2.87M +$204K +3,698 +7%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.73M -$31K -562 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.67M -$352K -6,388 -11%
CWA
13
Centennial Wealth Advisory
Michigan
$2.37M -$234K -4,243 -8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.6M +$697K +12,634 +66%
LPL Financial
15
LPL Financial
California
$1.26M +$420K +7,617 +44%
SWP
16
Summit Wealth Partners
Florida
$1.02M -$103K -1,859 -8%
CW
17
CreativeOne Wealth
Kansas
$945K +$365K +6,612 +54%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$944K +$340K +6,157 +49%
Betterment LLC
19
Betterment LLC
New York
$913K
CAN
20
Cetera Advisor Networks
California
$912K +$313K +5,682 +45%
Bank of America
21
Bank of America
North Carolina
$781K -$90.3K -1,638 -10%
FA
22
Fermata Advisors
California
$725K -$11.7K -212 -1%
Citadel Advisors
23
Citadel Advisors
Florida
$626K +$176K +3,187 +34%
MSWMA
24
Market Street Wealth Management Advisors
Indiana
$459K +$505K +9,152 New
WP
25
WealthShield Partners
North Carolina
$445K

ILTB Hedge Fund Activity: Q3 2022 in Review

58 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q3 2022, worth a combined $161M — up 44% from $112M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ILTB and 8 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 17 added.

The largest buyer was BlackRock, adding an estimated $81.6M. The largest seller was Jane Street, cutting an estimated $15.1M.

  • 58 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q3 2022, down from 60 in Q2 2022.
  • Funds reported $161M of iShares Core 10+ Year USD Bond ETF stock for Q3 2022, up 44% quarter-over-quarter.
  • 8 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q3 2022 and 10 closed out, a net change of -2 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q3 2022 was BlackRock, an estimated $81.6M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q3 2022 was Jane Street, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2022.