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iShares Core 10+ Year USD Bond ETF
ILTB

Overview Fund Activity

85 hedge funds and large institutions have $330M invested in iShares Core 10+ Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 16 closing their positions.

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
32
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.4M
2
Charles Schwab
2
Charles Schwab
California
$5.37M
3
AWM
3
AE Wealth Management
Kansas
$30.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.42M
5
RWA
5
Rooted Wealth Advisors
Illinois
$2.59M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$12.1M
2
CW
2
Connectus Wealth
Ohio
$0
3
Jane Street
3
Jane Street
New York
$5.84M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.68M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$81.2M 1,717,959 +30,710 +2%
Ameriprise
2
Ameriprise
Minnesota
$74.4M 1,571,805 -109,105 -6%
AWM
3
AE Wealth Management
Kansas
$30.4M 642,742 +75,340 +13%
Wells Fargo
4
Wells Fargo
California
$12.4M 262,529 +131,708 +101%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$12.1M 255,589 -365,874 -59%
HP
6
Hilltop Partners
Indiana
$10.8M 229,372 +270 +0.1%
PFM
7
Peak Financial Management
Massachusetts
$8.22M 173,938 +8,209 +5%
Morgan Stanley
8
Morgan Stanley
New York
$7.72M 163,300 +52,829 +48%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.42M 135,954 +31,329 +30%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.42M 135,846 +74,441 +121%
VCM
11
Verde Capital Management
Michigan
$6.26M 132,387 +13,574 +11%
Jane Street
12
Jane Street
New York
$5.84M 123,632 -171,885 -58%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.68M 120,240 -120,184 -50%
Charles Schwab
14
Charles Schwab
California
$5.37M 113,639 +113,639 New
FFN
15
Focus Financial Network
Minnesota
$4.84M 102,401 +2,249 +2%
SIAG
16
Safeguard Investment Advisory Group
California
$4.19M 88,721 -1,764 -2%
AWS
17
Atria Wealth Solutions
New York
$3.78M 80,017 -18,060 -18%
IWN
18
Independent Wealth Network
Iowa
$3.17M 67,184 +6,778 +11%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.9M 61,325 -11,721 -16%
OL
20
Optas LLC
Texas
$2.82M 59,748 -11,253 -16%
MA
21
Mutual Advisors
Nebraska
$2.69M 56,922 -1,662 -3%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$2.62M 55,543 -1,556 -3%
RWA
23
Rooted Wealth Advisors
Illinois
$2.59M 53,714 +53,714 New
CWA
24
Centennial Wealth Advisory
Michigan
$2.24M 47,394 +3,638 +8%
LPL Financial
25
LPL Financial
California
$1.73M 36,660 -34,852 -49%
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