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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 %
RP
26
Rice Partnership
Hawaii
$390K 8,938 +324 +4%
Citadel Advisors
27
Citadel Advisors
Florida
$331K 7,591 +7,591 New
CIA
28
Concurrent Investment Advisors
Florida
$318K 7,298 -7,899 -52%
CLP
29
Charis Legacy Partners
Texas
$310K 7,100 – –
PS
30
Principal Securities
Iowa
$276K 6,324 -590 -9%
JWM
31
JGP Wealth Management
Oregon
$251K 5,756 – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$230K 5,282 +5,282 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$222K 5,087 – –
CFG
34
Chapman Financial Group
Hawaii
$98.5K 2,257 +2,257 New
William Blair & Company
35
William Blair & Company
Illinois
$84.1K 1,928 -46 -2%
EB
36
Eastern Bank
Massachusetts
$44K 1,008 – –
KFO
37
Kopp Family Office
Minnesota
$39.7K 911 – –
NS
38
NBC Securities
Alabama
$39K 900 – –
GWM
39
Geneos Wealth Management
Colorado
$37.5K 860 -1,610 -65%
NFSG
40
Newbridge Financial Services Group
Florida
$32.5K 744 – –
S
41
SignatureFD
Georgia
$32.3K 741 +43 +6%
AIC
42
Archer Investment Corporation
Indiana
$29.4K 673 – –
WP
43
WealthShield Partners
North Carolina
$24.2K 555 -555 -50%
PTC
44
Private Trust Company
Ohio
$15.1K 345 +45 +15%
Citigroup
45
Citigroup
New York
$7.81K 179 – –
GSWM
46
Golden State Wealth Management
California
$7.13K 163 +2 +1%
HI
47
Harbour Investments
Wisconsin
$2.08K 48 +1 +2%
Wells Fargo
48
Wells Fargo
California
– – -1 Closed
OMC
49
Old Mission Capital
Illinois
– – -6,472 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
– – -246 Closed
1
2
3