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iShares Core 10+ Year USD Bond ETF

92 hedge funds and large institutions have $326M invested in iShares Core 10+ Year USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
37
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$71.9M 1,349,184 -27,904 -2%
AWM
2
AE Wealth Management
Kansas
$40.9M 768,129 -165,312 -18%
Ameriprise
3
Ameriprise
Minnesota
$35.1M 658,685 -122,040 -16%
Wells Fargo
4
Wells Fargo
California
$16.8M 315,686 -15,025 -5%
FFN
5
Focus Financial Network
Minnesota
$16.7M 313,288 +78,799 +34%
CMA
6
Cedar Mountain Advisors
Oregon
$11.4M 214,013 +214,013 New
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$9.5M 178,245 +144,129 +422%
PFM
8
Peak Financial Management
Massachusetts
$9.01M 169,113 +5,720 +4%
EPP
9
ETF Portfolio Partners
Kansas
$8.48M 159,125 +7,288 +5%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$8.24M 154,619 +56,145 +57%
VCM
11
Verde Capital Management
Michigan
$8.07M 151,552 +2,648 +2%
BlackRock
12
BlackRock
New York
$7.38M 138,542 +11,996 +9%
Morgan Stanley
13
Morgan Stanley
New York
$7.22M 135,480 +5,342 +4%
LPL Financial
14
LPL Financial
California
$6.73M 126,331 +11,792 +10%
AWS
15
Atria Wealth Solutions
New York
$4.86M 91,310 -914 -1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.46M 83,763 +23,343 +39%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.39M 82,417 -7,268 -8%
IWN
18
Independent Wealth Network
Iowa
$3.59M 67,443 +614 +0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.47M 65,158 +11,239 +21%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.39M 63,619 +27,109 +74%
CFD
21
Creative Financial Designs
Indiana
$3.34M 62,673 +3,058 +5%
KeyBank National Association
22
KeyBank National Association
Ohio
$3.25M 61,085
CW
23
CreativeOne Wealth
Kansas
$3.08M 57,747 +748 +1%
SWP
24
Summit Wealth Partners
Florida
$3.01M 56,552 +3,127 +6%
UBS Group
25
UBS Group
Switzerland
$2.55M 47,814 +4,691 +11%