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iShares Core 10+ Year USD Bond ETF
ILTB

Overview Fund Activity

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.

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.25%
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
1
Ameriprise
Minnesota
$39.1M
2
Bank of America
2
Bank of America
North Carolina
$68.5M
3
EPP
3
ETF Portfolio Partners
Kansas
$7.55M
4
AWM
4
AE Wealth Management
Kansas
$46.4M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$28.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$6.29M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.9M
3
Jane Street
3
Jane Street
New York
$2.1M
4
SCI
4
Stableford Capital II
Arizona
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.81M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$68.5M 1,377,088 +202,248 +17%
AWM
2
AE Wealth Management
Kansas
$46.4M 933,441 +134,066 +17%
Ameriprise
3
Ameriprise
Minnesota
$39.1M 780,725 +215,312 +38%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$28.2M 567,480 +68,789 +14%
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$28.2M 567,480 +68,789 +14%
Wells Fargo
6
Wells Fargo
California
$16.4M 330,711 -5,416 -2%
FFN
7
Focus Financial Network
Minnesota
$12M 234,489 +3,625 +2%
PFM
8
Peak Financial Management
Massachusetts
$8.12M 163,393 +860 +0.5%
EPP
9
ETF Portfolio Partners
Kansas
$7.55M 151,837 +151,837 New
VCM
10
Verde Capital Management
Michigan
$7.4M 148,904 +9,517 +7%
Morgan Stanley
11
Morgan Stanley
New York
$6.47M 130,138 +3,169 +2%
BlackRock
12
BlackRock
New York
$6.29M 126,546 -1,773,595 -93%
LPL Financial
13
LPL Financial
California
$5.69M 114,539 +17,963 +19%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$4.9M 98,474 -864,744 -90%
AWS
15
Atria Wealth Solutions
New York
$4.58M 92,224 +4,541 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.46M 89,685 -3,632 -4%
IWN
17
Independent Wealth Network
Iowa
$3.32M 66,829 +1,226 +2%
RWA
18
Rooted Wealth Advisors
Illinois
$3.25M 64,202 +4,895 +8%
KeyBank National Association
19
KeyBank National Association
Ohio
$3.04M 61,085 +61,085 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3M 60,420 +2,810 +5%
CFD
21
Creative Financial Designs
Indiana
$2.96M 59,615 +10,088 +20%
CW
22
CreativeOne Wealth
Kansas
$2.83M 56,999 +2,328 +4%
Charles Schwab
23
Charles Schwab
California
$2.73M 54,935 -39,948 -42%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.68M 53,919 +860 +2%
SWP
25
Summit Wealth Partners
Florida
$2.66M 53,425 +21,248 +66%
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