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iShares Core 10+ Year USD Bond ETF

96 hedge funds and large institutions have $350M invested in iShares Core 10+ Year USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $306M → $350M (+$44.1M)

4% more funds holding

Funds holding: 9296 (+4)

3.03% more ownership

Funds ownership: 51.93%54.96% (+3%)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
17
Increased
30
Reduced
33
Closed
12
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
$104M +$17.5M +353,792 +21%
AWM
2
AE Wealth Management
Kansas
$46.6M +$2.29M +46,500 +5%
Ameriprise
3
Ameriprise
Minnesota
$36.3M +$14.2M +288,336 +70%
FFN
4
Focus Financial Network
Minnesota
$16.7M +$476K +9,656 +3%
Wells Fargo
5
Wells Fargo
California
$11.7M -$1.98M -40,073 -15%
CMA
6
Cedar Mountain Advisors
Oregon
$11.2M +$1.31M +26,542 +13%
PFM
7
Peak Financial Management
Massachusetts
$8.7M +$132K +2,685 +2%
VCM
8
Verde Capital Management
Michigan
$8.33M +$236K +4,792 +3%
BlackRock
9
BlackRock
New York
$8.26M +$508K +10,295 +7%
Morgan Stanley
10
Morgan Stanley
New York
$6.11M -$240K -4,874 -4%
LPL Financial
11
LPL Financial
California
$5.78M -$2.29M -46,370 -29%
IWN
12
Independent Wealth Network
Iowa
$5.16M +$403K +8,171 +9%
EPP
13
ETF Portfolio Partners
Kansas
$4.93M -$1.29M -26,218 -21%
Citadel Advisors
14
Citadel Advisors
Florida
$4.63M +$1.15M +23,406 +34%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.59M -$161K -3,256 -3%
AWS
16
Atria Wealth Solutions
New York
$4.23M -$307K -6,220 -7%
Raymond James Financial
17
Raymond James Financial
Florida
$3.93M -$2.2M -44,603 -36%
CFD
18
Creative Financial Designs
Indiana
$3.86M +$146K +2,963 +4%
UBS Group
19
UBS Group
Switzerland
$3.73M +$57.6K +1,168 +2%
PF
20
PlanWiser Financial
Colorado
$3.68M +$3.74M +75,820 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.66M -$1.1M -22,377 -23%
CW
22
CreativeOne Wealth
Kansas
$3.31M +$321K +6,509 +11%
SWP
23
Summit Wealth Partners
Florida
$3.21M -$355K -7,188 -10%
KeyBank National Association
24
KeyBank National Association
Ohio
$3.05M
TAP
25
Tounjian Advisory Partners
Florida
$2.18M +$2.15M +43,604 New

ILTB Hedge Fund Activity: Q1 2025 in Review

96 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q1 2025, worth a combined $350M — up 14% from $306M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ILTB positions and 12 closed out — a net gain of 5 holders — while 30 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $17.5M. The largest seller was LPL Financial, cutting an estimated $2.29M.

  • 96 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q1 2025, up from 92 in Q4 2024.
  • Funds reported $350M of iShares Core 10+ Year USD Bond ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 17 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q1 2025 and 12 closed out, a net change of +5 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q1 2025 was Bank of America, an estimated $17.5M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q1 2025 was LPL Financial, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2025.