We are live on ! Find out more
ILTB icon

iShares Core 10+ Year USD Bond ETF

89 hedge funds and large institutions have $486M invested in iShares Core 10+ Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $379M → $486M (+$107M)

18% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 28

13.76% more ownership

Funds ownership: 64.28%78.04% (+14%)

3% less funds holding

Funds holding: 9289 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
33
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.1M +$519K +10,194 +0.5%
Bank of America
2
Bank of America
North Carolina
$60M +$58.8M +1,154,779 +5,756%
JP Morgan Chase
3
JP Morgan Chase
New York
$49.2M +$47.1M +924,220 +2,370%
AWM
4
AE Wealth Management
Kansas
$40.9M +$4.3M +84,537 +12%
Ameriprise
5
Ameriprise
Minnesota
$28.9M -$40.2M -790,368 -58%
New York State Common Retirement Fund
6
New York State Common Retirement Fund
New York
$25.5M +$25.4M +498,691 New
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$25.5M +$25.4M +498,691 New
Wells Fargo
8
Wells Fargo
California
$17.2M +$724K +14,221 +4%
Jane Street
9
Jane Street
New York
$13.9M +$13.8M +271,162 New
FFN
10
Focus Financial Network
Minnesota
$11.2M +$6.33M +124,354 +117%
SCI
11
Stableford Capital II
Arizona
$8.57M +$5.67M +111,285 +197%
PFM
12
Peak Financial Management
Massachusetts
$8.31M +$205K +4,017 +3%
CW
13
Connectus Wealth
Ohio
$7.51M +$336K +6,595 +5%
VCM
14
Verde Capital Management
Michigan
$7.12M +$943K +18,528 +15%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.84M +$424K +8,321 +7%
Morgan Stanley
16
Morgan Stanley
New York
$6.49M -$9.02M -177,101 -58%
LPL Financial
17
LPL Financial
California
$4.94M +$2.39M +46,932 +95%
Charles Schwab
18
Charles Schwab
California
$4.85M -$311K -6,107 -6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.77M -$1.59M -31,299 -25%
AWS
20
Atria Wealth Solutions
New York
$4.48M -$9.11K -179 -0.2%
OMC
21
Old Mission Capital
Illinois
$3.66M +$3.65M +71,592 New
IWN
22
Independent Wealth Network
Iowa
$3.35M +$67.5K +1,326 +2%
RWA
23
Rooted Wealth Advisors
Illinois
$2.96M +$92.4K +1,815 +3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.94M +$2.53M +49,737 +632%
CW
25
CreativeOne Wealth
Kansas
$2.79M +$101K +1,974 +4%

ILTB Hedge Fund Activity: Q1 2024 in Review

89 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2024, worth a combined $486M — up 28% from $379M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ILTB and 13 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 33 added.

The largest buyer was Bank of America, adding an estimated $58.8M. The largest seller was Ameriprise, cutting an estimated $40.2M.

  • 89 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2024, down from 92 in Q4 2023.
  • Funds reported $486M of iShares Core 10+ Year USD Bond ETF stock for Q1 2024, up 28% quarter-over-quarter.
  • 13 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2024 and 15 closed out, a net change of -2 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2024 was Bank of America, an estimated $58.8M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2024 was Ameriprise, an estimated $40.2M sold.

Based on aggregated 13F filings for Q1 2024.