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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

47 hedge funds and large institutions have $186M invested in iShares Core 5-10 Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
17
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNC
1
First National Corp
Massachusetts
$11.3M
2
GRP
2
Global Retirement Partners
California
$5.68M
3
OWA
3
Octavia Wealth Advisors
Ohio
$25.4M
4
Jane Street
4
Jane Street
New York
$4.99M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.08M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$19.8M
2
Mariner
2
Mariner
Kansas
$51M
3
CIA
3
Concurrent Investment Advisors
Florida
$318K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$707K
5
Morgan Stanley
5
Morgan Stanley
New York
$5.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$51M 1,169,507 -8,209 -0.7%
OWA
2
Octavia Wealth Advisors
Ohio
$25.4M 581,061 +96,360 +20%
DWM
3
Destination Wealth Management
California
$19.9M 457,236 +4,932 +1%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$19.8M 456,727 -16,065 -3%
Bank of America
5
Bank of America
North Carolina
$12.4M 283,154 +10,696 +4%
FNC
6
First National Corp
Massachusetts
$11.3M 259,691 +259,691 New
PA
7
PFG Advisors
Arizona
$6.73M 154,342 -235 -0.2%
GRP
8
Global Retirement Partners
California
$5.68M 130,133 +130,133 New
Morgan Stanley
9
Morgan Stanley
New York
$5.19M 118,950 -6,696 -5%
Jane Street
10
Jane Street
New York
$4.99M 114,349 +82,745 +262%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$3.72M 85,187 +18,539 +28%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.08M 70,642 +20,486 +41%
LPL Financial
13
LPL Financial
California
$3.01M 68,945 -1,198 -2%
UBS Group
14
UBS Group
Switzerland
$2.03M 46,457 -2,756 -6%
Raymond James Financial
15
Raymond James Financial
Florida
$1.75M 40,155 +17,864 +80%
PFM
16
Phillips Financial Management
Indiana
$1.72M 39,457 -1,615 -4%
CFS
17
Cannon Financial Strategists
Georgia
$1.16M 26,554 -1,977 -7%
SPIA
18
Steward Partners Investment Advisory
New York
$870K 19,948 +4,798 +32%
Osaic Holdings
19
Osaic Holdings
Arizona
$707K 16,636 -6,991 -30%
5W
20
5T Wealth
California
$643K 14,743 +7,602 +106%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$610K 13,981 +99 +0.7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$531K 12,167 +2,977 +32%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$498K 11,407 +11,407 New
MML Investors Services
24
MML Investors Services
Massachusetts
$470K 10,770 +416 +4%
RIP
25
Reliant Investment Partners
North Carolina
$392K 8,994 – –
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