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iShares Core 10+ Year USD Bond ETF
ILTB

87 hedge funds and large institutions have $413M invested in iShares Core 10+ Year USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

96% more capital invested

Capital invested by funds: $210M → $413M (+$203M)

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

26% more funds holding

Funds holding: 69 → 87 (+18)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11.61% more ownership

Funds ownership: 59.83% → 71.43% (+12%)

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.37%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
22
Increased
33
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$87.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$32.7M
3
Jane Street
Jane Street
New York
+$14.7M
4
CW
Connectus Wealth
Ohio
+$13.8M
5
HP
Hilltop Partners
Indiana
+$12.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$2.39M
2
CM
Columbus Macro
Pennsylvania
-$2.22M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.08M
4
EIA
Eldridge Investment Advisors
New Hampshire
-$908K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$826K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$88.7M +$1.27M +24,130 +1%
Ameriprise
2
Ameriprise
Minnesota
$88.5M +$87.7M +1,666,076 +11,231%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$32.4M +$32.7M +621,463 New
AWM
4
AE Wealth Management
Kansas
$29.8M +$1.07M +20,433 +4%
Jane Street
5
Jane Street
New York
$15.5M +$14.7M +279,019 +1,691%
CW
6
Connectus Wealth
Ohio
$13.8M +$13.8M +262,420 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.6M +$7.1M +134,870 +128%
HP
8
Hilltop Partners
Indiana
$12.1M +$12.1M +229,102 New
PFM
9
Peak Financial Management
Massachusetts
$8.72M +$137K +2,595 +2%
BBWP
10
Beacon Bridge Wealth Partners
Pennsylvania
$7.38M +$7.38M +140,311 New
Wells Fargo
11
Wells Fargo
California
$6.88M -$2.39M -45,372 -26%
VCM
12
Verde Capital Management
Michigan
$6.25M +$594K +11,300 +11%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$6.15M -$273K -5,186 -4%
Morgan Stanley
14
Morgan Stanley
New York
$5.81M +$986K +18,737 +20%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.5M +$1.46M +27,722 +36%
FFN
16
Focus Financial Network
Minnesota
$5.27M +$5.27M +100,152 New
AWS
17
Atria Wealth Solutions
New York
$5.16M -$338K -6,417 -6%
SIAG
18
Safeguard Investment Advisory Group
California
$4.76M -$94.8K -1,802 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.5M +$4.25M +80,830 +1,724%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.84M +$3.84M +73,046 New
LPL Financial
21
LPL Financial
California
$3.76M +$2.21M +42,051 +143%
OL
22
Optas LLC
Texas
$3.73M +$3.74M +71,001 New
Osaic Holdings
23
Osaic Holdings
Arizona
$3.23M +$471K +8,949 +17%
IWN
24
Independent Wealth Network
Iowa
$3.18M -$144K -2,735 -4%
MA
25
Mutual Advisors
Nebraska
$3.08M +$2.89M +54,848 +1,468%
1
2 3 4

ILTB Hedge Fund Activity: Q2 2023 in Review

87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2023, worth a combined $413M — up 96% from $210M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ILTB positions and 4 closed out — a net gain of 18 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $87.7M. The largest seller was Wells Fargo, cutting an estimated $2.39M.

  • 87 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2023, up from 69 in Q1 2023.
  • Funds reported $413M of iShares Core 10+ Year USD Bond ETF stock for Q2 2023, up 96% quarter-over-quarter.
  • 22 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2023 and 4 closed out, a net change of +18 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2023 was Ameriprise, an estimated $87.7M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2023 was Wells Fargo, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2023.