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iShares Core 10+ Year USD Bond ETF
ILTB

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.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

7% more funds holding

Funds holding: 86 → 92 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.74% less ownership

Funds ownership: 58.66% → 56.92% (-1.7%)

8% less capital invested

Capital invested by funds: $355M → $326M (-$28.7M)

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
1.32%
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
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$40.4M
2
CMA
Cedar Mountain Advisors
Oregon
+$11.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.49M
4
FFN
Focus Financial Network
Minnesota
+$4.09M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.92M

Top Sellers

1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$28.2M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$28.2M
3
AWM
AE Wealth Management
Kansas
-$8.59M
4
Ameriprise
Ameriprise
Minnesota
-$6.34M
5
CWA
Centennial Wealth Advisory
Michigan
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$71.9M -$1.45M -27,904 -2%
AWM
2
AE Wealth Management
Kansas
$40.9M -$8.59M -165,312 -18%
Ameriprise
3
Ameriprise
Minnesota
$35.1M -$6.34M -122,040 -16%
Wells Fargo
4
Wells Fargo
California
$16.8M -$780K -15,025 -5%
FFN
5
Focus Financial Network
Minnesota
$16.7M +$4.09M +78,799 +34%
CMA
6
Cedar Mountain Advisors
Oregon
$11.4M +$11.1M +214,013 New
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$9.49M +$7.49M +144,129 +422%
PFM
8
Peak Financial Management
Massachusetts
$9.01M +$297K +5,720 +4%
EPP
9
ETF Portfolio Partners
Kansas
$8.48M +$379K +7,288 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$8.24M +$2.92M +56,145 +57%
VCM
11
Verde Capital Management
Michigan
$8.07M +$138K +2,648 +2%
BlackRock
12
BlackRock
New York
$7.38M +$623K +11,996 +9%
Morgan Stanley
13
Morgan Stanley
New York
$7.22M +$277K +5,342 +4%
LPL Financial
14
LPL Financial
California
$6.73M +$613K +11,792 +10%
AWS
15
Atria Wealth Solutions
New York
$4.86M -$47.5K -914 -1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.46M +$1.21M +23,343 +39%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.39M -$378K -7,268 -8%
IWN
18
Independent Wealth Network
Iowa
$3.59M +$31.9K +614 +0.9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.47M +$584K +11,239 +21%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.39M +$1.41M +27,109 +74%
CFD
21
Creative Financial Designs
Indiana
$3.34M +$159K +3,058 +5%
KeyBank National Association
22
KeyBank National Association
Ohio
$3.25M – – –
CW
23
CreativeOne Wealth
Kansas
$3.08M +$38.9K +748 +1%
SWP
24
Summit Wealth Partners
Florida
$3.01M +$162K +3,127 +6%
UBS Group
25
UBS Group
Switzerland
$2.55M +$244K +4,691 +11%
1
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ILTB Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q3 2024, worth a combined $326M — down 8.1% from $355M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ILTB positions and 8 closed out — a net gain of 7 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $40.4M. The largest seller was New York State Common Retirement Fund, exiting entirely with an estimated $28.2M sold.

  • 92 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q3 2024, up from 86 in Q2 2024.
  • Funds reported $326M of iShares Core 10+ Year USD Bond ETF stock for Q3 2024, down 8.1% quarter-over-quarter.
  • 15 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q3 2024 and 8 closed out, a net change of +7 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $40.4M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q3 2024 was New York State Common Retirement Fund, an estimated $28.2M sold.

Based on aggregated 13F filings for Q3 2024.