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iShares Core 10+ Year USD Bond ETF

89 hedge funds and large institutions have $321M invested in iShares Core 10+ Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.13% less ownership

Funds ownership: 54.96%53.83% (-1.1%)

7% less funds holding

Funds holding: 9689 (-7)

8% less capital invested

Capital invested by funds: $350M → $321M (-$29.4M)

18% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 33

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
9
Increased
27
Reduced
33
Closed
15
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 +$1.21M +24,944 +1%
AWM
2
AE Wealth Management
Kansas
$49.7M +$3.59M +74,098 +8%
Ameriprise
3
Ameriprise
Minnesota
$20.8M -$13.5M -278,285 -40%
FFN
4
Focus Financial Network
Minnesota
$11.5M -$4.9M -101,140 -30%
CMA
5
Cedar Mountain Advisors
Oregon
$11.3M +$221K +4,564 +2%
Wells Fargo
6
Wells Fargo
California
$9.82M -$1.75M -36,168 -15%
VCM
7
Verde Capital Management
Michigan
$8.37M +$134K +2,776 +2%
BlackRock
8
BlackRock
New York
$8.24M +$68.4K +1,412 +0.9%
Morgan Stanley
9
Morgan Stanley
New York
$6.09M +$52.5K +1,083 +0.9%
EPP
10
ETF Portfolio Partners
Kansas
$5.54M +$655K +13,518 +14%
LPL Financial
11
LPL Financial
California
$5.36M -$341K -7,037 -6%
IWN
12
Independent Wealth Network
Iowa
$5.28M +$174K +3,595 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.92M +$374K +7,732 +8%
Citadel Advisors
14
Citadel Advisors
Florida
$4.88M +$293K +6,046 +7%
UBS Group
15
UBS Group
Switzerland
$4.88M +$1.17M +24,147 +32%
CFD
16
Creative Financial Designs
Indiana
$3.76M -$56.9K -1,175 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.73M +$113K +2,337 +3%
Raymond James Financial
18
Raymond James Financial
Florida
$3.62M -$257K -5,310 -7%
KeyBank National Association
19
KeyBank National Association
Ohio
$3.38M +$352K +7,272 +12%
CW
20
CreativeOne Wealth
Kansas
$2.92M -$343K -7,085 -11%
PFM
21
Peak Financial Management
Massachusetts
$2.6M -$5.88M -121,481 -70%
PJSIMP
22
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.49M +$2.44M +50,473 New
PF
23
PlanWiser Financial
Colorado
$2.37M -$1.31M -27,081 -36%
Wealthfront Advisers
24
Wealthfront Advisers
California
$2.24M +$1.4M +28,845 +174%
Jane Street
25
Jane Street
New York
$2.2M +$1.1M +22,770 +105%

ILTB Hedge Fund Activity: Q2 2025 in Review

89 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core 10+ Year USD Bond ETF (ILTB) for Q2 2025, worth a combined $321M — down 8.4% from $350M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ILTB and 9 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 27 added.

The largest buyer was AE Wealth Management, adding an estimated $3.59M. The largest seller was Ameriprise, cutting an estimated $13.5M.

  • 89 institutional investors held iShares Core 10+ Year USD Bond ETF (ILTB) as of Q2 2025, down from 96 in Q1 2025.
  • Funds reported $321M of iShares Core 10+ Year USD Bond ETF stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 9 funds opened new iShares Core 10+ Year USD Bond ETF positions in Q2 2025 and 15 closed out, a net change of -6 holders.
  • The largest iShares Core 10+ Year USD Bond ETF buyer in Q2 2025 was AE Wealth Management, an estimated $3.59M added.
  • The largest iShares Core 10+ Year USD Bond ETF seller in Q2 2025 was Ameriprise, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2025.