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iShares Core 10+ Year USD Bond ETF
ILTB

86 hedge funds and large institutions have $355M invested in iShares Core 10+ Year USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

3% less funds holding

Funds holding: 89 → 86 (-3)

19.38% less ownership

Funds ownership: 78.04% → 58.66% (-19%)

27% less capital invested

Capital invested by funds: $486M → $355M (-$131M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
44
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$10.7M
2
Bank of America
Bank of America
North Carolina
+$10M
3
EPP
ETF Portfolio Partners
Kansas
+$7.53M
4
AWM
AE Wealth Management
Kansas
+$6.64M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$3.41M

Top Sellers

1
BlackRock
BlackRock
New York
-$87.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$42.9M
3
Jane Street
Jane Street
New York
-$11.4M
4
SCI
Stableford Capital II
Arizona
-$8.57M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$68.5M +$10M +202,248 +17%
AWM
2
AE Wealth Management
Kansas
$46.4M +$6.64M +134,066 +17%
Ameriprise
3
Ameriprise
Minnesota
$39.1M +$10.7M +215,312 +38%
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$28.2M +$3.41M +68,789 +14%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$28.2M +$3.41M +68,789 +14%
Wells Fargo
6
Wells Fargo
California
$16.4M -$268K -5,416 -2%
FFN
7
Focus Financial Network
Minnesota
$12M +$180K +3,625 +2%
PFM
8
Peak Financial Management
Massachusetts
$8.12M +$42.6K +860 +0.5%
EPP
9
ETF Portfolio Partners
Kansas
$7.55M +$7.53M +151,837 New
VCM
10
Verde Capital Management
Michigan
$7.4M +$472K +9,517 +7%
Morgan Stanley
11
Morgan Stanley
New York
$6.47M +$157K +3,169 +2%
BlackRock
12
BlackRock
New York
$6.29M -$87.9M -1,773,595 -93%
LPL Financial
13
LPL Financial
California
$5.69M +$890K +17,963 +19%
JP Morgan Chase
14
JP Morgan Chase
New York
$4.9M -$42.9M -864,744 -90%
AWS
15
Atria Wealth Solutions
New York
$4.58M +$225K +4,541 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.46M -$180K -3,632 -4%
IWN
17
Independent Wealth Network
Iowa
$3.32M +$60.8K +1,226 +2%
RWA
18
Rooted Wealth Advisors
Illinois
$3.25M +$243K +4,895 +8%
KeyBank National Association
19
KeyBank National Association
Ohio
$3.04M +$3.03M +61,085 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3M +$139K +2,810 +5%
CFD
21
Creative Financial Designs
Indiana
$2.96M +$500K +10,088 +20%
CW
22
CreativeOne Wealth
Kansas
$2.83M +$115K +2,328 +4%
Charles Schwab
23
Charles Schwab
California
$2.73M -$1.98M -39,948 -42%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.68M +$42.6K +860 +2%
SWP
25
Summit Wealth Partners
Florida
$2.66M +$1.05M +21,248 +66%
1
2 3 4

ILTB Hedge Fund Activity: Q2 2024 in Review

86 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2024, worth a combined $355M — down 27% from $486M a quarter earlier.

Fund positioning in ILTB was balanced in Q2 2024: 11 funds opened new positions, 11 closed out, 44 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.7M. The largest seller was BlackRock, cutting an estimated $87.9M.

  • 86 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2024, down from 89 in Q1 2024.
  • Funds reported $355M of iShares Core 10+ Year USD Bond ETF stock for Q2 2024, down 27% quarter-over-quarter.
  • 11 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2024 and 11 closed out, a net change of 0 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2024 was Ameriprise, an estimated $10.7M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2024 was BlackRock, an estimated $87.9M sold.

Based on aggregated 13F filings for Q2 2024.