ISHARES CORE 10+ YEAR USD BO (ILTB) Institutional Ownership Changes & 13F Activity
ISHARES CORE 10+ YEAR USD BO (ILTB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Ameriprise Financial Inc, Blackrock, Inc., Wells Fargo & Company/Mn, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -7,183 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Shp Wealth Management | Buy | +6,070 | — | 6,070 | $301.65K | Q4 2025 | Mar 04, 2026 |
| Raymond James Financial Inc | Buy | +55,258 | — | 55,258 | $2.75M | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +2,158,603 | — | 2,158,603 | $107.28M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +429,623 | — | 429,623 | $21.35M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +107,356 | — | 107,356 | $5.34M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +41,406 | — | 41,406 | $2.06M | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +39,664 | — | 39,664 | $1.97M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +29,056 | — | 29,056 | $1.44M | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +17,194 | — | 17,194 | $854.53K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +8,705 | — | 8,705 | $432.64K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +8,523 | — | 8,523 | $423.59K | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +5,515 | — | 5,515 | $234.84K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +1,220 | — | 1,220 | $60.61K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +87 | — | 87 | $4.33K | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | Buy | +46 | — | 46 | $2.29K | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | Buy | +6 | — | 6 | $319.00 | Q4 2025 | Feb 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +173,551 | — | 173,551 | $8.63M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +123,908 | — | 123,908 | $6.16M | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | Buy | +72,046 | — | 72,046 | $3.58M | Q4 2025 | Feb 13, 2026 |
| Creativeone Wealth, Llc | Buy | +68,423 | — | 68,423 | $3.40M | Q4 2025 | Feb 13, 2026 |
| Goldstone Financial Group, Llc | Buy | +35,048 | — | 35,048 | $1.74M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +20,921 | — | 20,921 | $1.04M | Q4 2025 | Feb 13, 2026 |
| Safeguard Investment Advisory Group, Llc | Buy | +16,535 | — | 16,535 | $821.82K | Q4 2025 | Feb 13, 2026 |
| Winter & Associates, Inc. | Buy | +4,812 | — | 4,812 | $239.15K | Q4 2025 | Feb 13, 2026 |
| Citigroup Inc | Buy | +3,915 | — | 3,915 | $194.57K | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +144 | — | 144 | $7.16K | Q4 2025 | Feb 13, 2026 |
| Blackrock, Inc. | Buy | +196,248 | — | 196,248 | $9.75M | Q4 2025 | Feb 12, 2026 |
| Betterment Llc | Buy | +24,224 | — | 24,224 | $1.20M | Q4 2025 | Feb 12, 2026 |
| Grey Fox Wealth Advisors, Llc | Buy | +17,704 | — | 17,704 | $879.87K | Q4 2025 | Feb 12, 2026 |
Frequently asked questions about ILTB activity
Which institutional owners are buying ILTB?
Institutional owners buying ILTB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ILTB activity?
"Buy" means an investor increased their reported position in ILTB compared to the prior reporting period. This reflects growing exposure to ISHARES CORE 10+ YEAR USD BO (ILTB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ILTB increasing?
Institutional interest in ILTB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.