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iShares Core 10+ Year USD Bond ETF

90 hedge funds and large institutions have $343M invested in iShares Core 10+ Year USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

11% more capital invested

Capital invested by funds: $309M → $343M (+$34.3M)

2.05% more ownership

Funds ownership: 52.93%54.98% (+2.1%)

1% more funds holding

Funds holding: 8990 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
33
Reduced
27
Closed
11
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
$107M +$17.3M +342,568 +19%
AWM
2
AE Wealth Management
Kansas
$60.7M +$6.93M +137,165 +13%
Ameriprise
3
Ameriprise
Minnesota
$21.3M +$8.07M +159,738 +59%
FFN
4
Focus Financial Network
Minnesota
$12.1M +$274K +5,424 +2%
CMA
5
Cedar Mountain Advisors
Oregon
$11.8M -$196K -3,880 -2%
BlackRock
6
BlackRock
New York
$9.75M +$556K +11,019 +6%
VCM
7
Verde Capital Management
Michigan
$9.07M -$22.1K -438 -0.2%
Wells Fargo
8
Wells Fargo
California
$8.63M -$1.19M -23,476 -12%
UBS Group
9
UBS Group
Switzerland
$8.52M +$2.61M +51,786 +43%
IWN
10
Independent Wealth Network
Iowa
$6.17M +$528K +10,458 +9%
Morgan Stanley
11
Morgan Stanley
New York
$6.16M +$317K +6,278 +5%
LPL Financial
12
LPL Financial
California
$5.69M +$470K +9,312 +9%
EPP
13
ETF Portfolio Partners
Kansas
$5.53M -$87.4K -1,730 -2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$5.34M +$206K +4,081 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.22M +$567K +11,221 +15%
CFD
16
Creative Financial Designs
Indiana
$4.17M +$397K +7,866 +10%
AWA
17
Arkadios Wealth Advisors
Georgia
$3.58M +$3.64M +72,046 New
CW
18
CreativeOne Wealth
Kansas
$3.4M +$117K +2,309 +3%
KeyBank National Association
19
KeyBank National Association
Ohio
$3.4M
PJSIMP
20
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.95M +$265K +5,257 +10%
Raymond James Financial
21
Raymond James Financial
Florida
$2.75M -$756K -14,965 -21%
PF
22
PlanWiser Financial
Colorado
$2.7M +$2.47M +48,918 +941%
Wealthfront Advisers
23
Wealthfront Advisers
California
$2.3M +$178K +3,530 +8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.06M +$427K +8,466 +26%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$1.97M +$769K +15,232 +62%