ILTB icon

iShares Core 10+ Year USD Bond ETF
ILTB

Overview Fund Activity

92 hedge funds and large institutions have $379M invested in iShares Core 10+ Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
34
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$99.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$16M
3
CW
3
Connectus Wealth
Ohio
$7.38M
4
AWM
4
AE Wealth Management
Kansas
$36.4M
5
Wells Fargo
5
Wells Fargo
California
$16.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$71.3M
2
Jane Street
2
Jane Street
New York
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$364K
4
OL
4
Optas LLC
Texas
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$99.4M 1,889,947 +171,988 +10%
Ameriprise
2
Ameriprise
Minnesota
$71.3M 1,355,781 -216,024 -14%
AWM
3
AE Wealth Management
Kansas
$36.4M 714,838 +72,096 +11%
Wells Fargo
4
Wells Fargo
California
$16.9M 321,906 +59,377 +23%
Morgan Stanley
5
Morgan Stanley
New York
$16M 304,070 +140,770 +86%
HP
6
Hilltop Partners
Indiana
$14.7M 279,061 +49,689 +22%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$11.5M 218,537 -37,052 -14%
PFM
8
Peak Financial Management
Massachusetts
$8.33M 158,516 -15,422 -9%
CW
9
Connectus Wealth
Ohio
$7.38M 140,265 +140,265 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.6M 125,462 +5,222 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.55M 124,616 -11,338 -8%
VCM
12
Verde Capital Management
Michigan
$6.35M 120,859 -11,528 -9%
FFN
13
Focus Financial Network
Minnesota
$5.6M 106,510 +4,109 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.37M 102,083 -33,763 -25%
Charles Schwab
15
Charles Schwab
California
$5.31M 100,990 -12,649 -11%
AWS
16
Atria Wealth Solutions
New York
$4.62M 87,862 +7,845 +10%
SIAG
17
Safeguard Investment Advisory Group
California
$4.61M 87,627 -1,094 -1%
IWN
18
Independent Wealth Network
Iowa
$3.38M 64,277 -2,907 -4%
RWA
19
Rooted Wealth Advisors
Illinois
$2.94M 57,492 +3,778 +7%
SCI
20
Stableford Capital II
Arizona
$2.92M 56,353 +56,353 New
MA
21
Mutual Advisors
Nebraska
$2.85M 54,289 -2,633 -5%
CW
22
CreativeOne Wealth
Kansas
$2.77M 52,697 +40,213 +322%
LPL Financial
23
LPL Financial
California
$2.61M 49,644 +12,984 +35%
UBS Group
24
UBS Group
Switzerland
$2.22M 42,235 +14,194 +51%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$2.05M 38,998 -16,545 -30%
1
2 3 4 5