ILTB icon

iShares Core 10+ Year USD Bond ETF
ILTB

Overview Fund Activity

63 hedge funds and large institutions have $181M invested in iShares Core 10+ Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
17
Increased
20
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
1
Peak Financial Management
Massachusetts
$7.99M
2
Wells Fargo
2
Wells Fargo
California
$9.98M
3
BlackRock
3
BlackRock
New York
$83.8M
4
AWS
4
Atria Wealth Solutions
New York
$4.31M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.32M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$6.64M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
CWA
5
Centennial Wealth Advisory
Michigan
$1.91M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$83.8M 1,644,652 +89,268 +6%
AWM
2
AE Wealth Management
Kansas
$22.6M 444,081 -5,502 -1%
Wells Fargo
3
Wells Fargo
California
$9.98M 195,961 +126,698 +183%
PFM
4
Peak Financial Management
Massachusetts
$7.99M 156,867 +156,867 New
TAIM
5
TD Ameritrade Investment Management
Nebraska
$6.64M 130,423 -50,436 -28%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.32M 104,533 +46,701 +81%
VCM
7
Verde Capital Management
Michigan
$5.06M 99,366 +9,286 +10%
SIAG
8
Safeguard Investment Advisory Group
California
$4.82M 94,703 -5,186 -5%
AWS
9
Atria Wealth Solutions
New York
$4.31M 84,544 +84,544 New
Morgan Stanley
10
Morgan Stanley
New York
$4.12M 80,949 +8,270 +11%
IWN
11
Independent Wealth Network
Iowa
$3.07M 60,280 +3,084 +5%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$2.74M 53,867 -608 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.62M 51,410 -1,689 -3%
CWA
14
Centennial Wealth Advisory
Michigan
$1.91M 37,442 -9,690 -21%
CAN
15
Cetera Advisor Networks
California
$1.25M 24,636 +6,455 +36%
CW
16
CreativeOne Wealth
Kansas
$1.19M 23,386 +4,555 +24%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.19M 23,369 +19,085 +445%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.14M 22,443 +3,635 +19%
CM
19
Columbus Macro
Pennsylvania
$1.14M 22,344 +22,344 New
Betterment LLC
20
Betterment LLC
New York
$1.05M 20,685 +4,267 +26%
SWP
21
Summit Wealth Partners
Florida
$972K 19,094 -1,152 -6%
LPL Financial
22
LPL Financial
California
$966K 18,969 -6,048 -24%
FA
23
Fermata Advisors
California
$729K 14,308 -136 -0.9%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$614K 12,048 +12,048 New
JWCA
25
J.W. Cole Advisors
Florida
$605K 11,874 +11,874 New
1
2 3