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iShares Core 10+ Year USD Bond ETF
ILTB

Overview Fund Activity

69 hedge funds and large institutions have $210M invested in iShares Core 10+ Year USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
28
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$5.53M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.42M
3
EIA
Eldridge Investment Advisors
New Hampshire
+$1.71M
4
AWS
Atria Wealth Solutions
New York
+$1.07M
5
CM
Columbus Macro
Pennsylvania
+$1.02M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.48M
2
Wells Fargo
Wells Fargo
California
-$1.06M
3
FA
Fermata Advisors
California
-$729K
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$452K
5
WP
WealthSource Partners
California
-$352K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$89.4M +$992K +18,467 +1%
AWM
2
AE Wealth Management
Kansas
$29.4M +$5.53M +102,888 +23%
Wells Fargo
3
Wells Fargo
California
$9.47M -$1.06M -19,768 -10%
PFM
4
Peak Financial Management
Massachusetts
$8.77M +$337K +6,267 +4%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$6.56M -$452K -8,404 -6%
VCM
6
Verde Capital Management
Michigan
$5.78M +$438K +8,147 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.67M +$4.42M +82,185 +352%
AWS
8
Atria Wealth Solutions
New York
$5.61M +$1.07M +19,950 +24%
SIAG
9
Safeguard Investment Advisory Group
California
$4.96M -$130K -2,416 -3%
Morgan Stanley
10
Morgan Stanley
New York
$4.93M +$579K +10,785 +13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.13M -$1.48M -27,630 -26%
IWN
12
Independent Wealth Network
Iowa
$3.39M +$154K +2,861 +5%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$2.99M +$98.9K +1,840 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.82M +$56.2K +1,046 +2%
CWA
15
Centennial Wealth Advisory
Michigan
$2.38M +$371K +6,912 +18%
CM
16
Columbus Macro
Pennsylvania
$2.22M +$1.02M +19,178 +86%
EIA
17
Eldridge Investment Advisors
New Hampshire
$1.71M +$1.71M +31,750 New
CW
18
CreativeOne Wealth
Kansas
$1.63M +$373K +6,950 +30%
LPL Financial
19
LPL Financial
California
$1.58M +$564K +10,492 +55%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.31M +$661K +12,299 +102%
Betterment LLC
21
Betterment LLC
New York
$1.25M +$141K +2,624 +13%
CAN
22
Cetera Advisor Networks
California
$1.17M -$155K -2,878 -12%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.1M -$102K -1,897 -8%
SWP
24
Summit Wealth Partners
Florida
$1.03M +$2.47K +46 +0.2%
CA
25
Cresta Advisors
Texas
$890K +$890K +16,570 New
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