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iShares Core 10+ Year USD Bond ETF

92 hedge funds and large institutions have $306M invested in iShares Core 10+ Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

0% more funds holding

Funds holding: 9292 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.99% less ownership

Funds ownership: 56.92%51.93% (-5%)

6% less capital invested

Capital invested by funds: $326M → $306M (-$20.4M)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
38
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$83.9M +$19M +375,671 +28%
AWM
2
AE Wealth Management
Kansas
$43.1M +$5.93M +117,208 +15%
Ameriprise
3
Ameriprise
Minnesota
$19.9M -$12.6M -249,011 -38%
FFN
4
Focus Financial Network
Minnesota
$15.8M +$544K +10,755 +3%
Wells Fargo
5
Wells Fargo
California
$13.4M -$2.06M -40,722 -13%
CMA
6
Cedar Mountain Advisors
Oregon
$9.61M -$838K -16,549 -8%
PFM
7
Peak Financial Management
Massachusetts
$8.34M +$114K +2,247 +1%
VCM
8
Verde Capital Management
Michigan
$7.88M +$524K +10,343 +7%
LPL Financial
9
LPL Financial
California
$7.88M +$1.8M +35,561 +28%
BlackRock
10
BlackRock
New York
$7.54M +$833K +16,449 +12%
Morgan Stanley
11
Morgan Stanley
New York
$6.18M -$430K -8,494 -6%
EPP
12
ETF Portfolio Partners
Kansas
$6.07M -$1.74M -34,394 -22%
Raymond James Financial
13
Raymond James Financial
Florida
$6M +$6.24M +123,234 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.65M +$667K +13,174 +16%
IWN
15
Independent Wealth Network
Iowa
$4.63M +$1.4M +27,643 +41%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.62M +$569K +11,243 +13%
AWS
17
Atria Wealth Solutions
New York
$4.42M -$20.8K -411 -0.5%
CFD
18
Creative Financial Designs
Indiana
$3.61M +$584K +11,535 +18%
UBS Group
19
UBS Group
Switzerland
$3.57M +$1.29M +25,521 +53%
SWP
20
Summit Wealth Partners
Florida
$3.47M +$750K +14,813 +26%
Citadel Advisors
21
Citadel Advisors
Florida
$3.37M +$3.51M +69,285 New
KeyBank National Association
22
KeyBank National Association
Ohio
$2.97M
CW
23
CreativeOne Wealth
Kansas
$2.9M +$96.4K +1,905 +3%
Jane Street
24
Jane Street
New York
$2.79M +$2.9M +57,349 New
JP Morgan Chase
25
JP Morgan Chase
New York
$2.06M -$5.68M -112,187 -73%

ILTB Hedge Fund Activity: Q4 2024 in Review

92 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q4 2024, worth a combined $306M — down 6.2% from $326M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ILTB positions and 13 closed out — a net gain of 3 holders — while 38 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $19M. The largest seller was International Assets Investment Management, cutting an estimated $39.4M.

  • 92 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $306M of iShares Core 10+ Year USD Bond ETF stock for Q4 2024, down 6.2% quarter-over-quarter.
  • 16 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q4 2024 and 13 closed out, a net change of +3 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q4 2024 was Bank of America, an estimated $19M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q4 2024 was International Assets Investment Management, an estimated $39.4M sold.

Based on aggregated 13F filings for Q4 2024.