We are live on ! Find out more
IMTB icon

iShares Core 5-10 Year USD Bond ETF
IMTB

26 hedge funds and large institutions have $38.9M invested in iShares Core 5-10 Year USD Bond ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

8% more funds holding

Funds holding: 24 → 26 (+2)

2% less capital invested

Capital invested by funds: $39.7M → $38.9M (-$793K)

15.42% less ownership

Funds ownership: 66.98% → 51.56% (-15%)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
WealthShield Partners
North Carolina
+$772K
2
LPL Financial
LPL Financial
California
+$450K
3
DWM
Destination Wealth Management
California
+$412K
4
SWP
Stratos Wealth Partners
Ohio
+$366K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$262K

Top Sellers

1
DADC
D.A. Davidson & Co
Montana
-$2.42M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.62M
3
DIA
Davidson Investment Advisors
Montana
-$297K
4
Jane Street
Jane Street
New York
-$163K
5
PCG
Private Capital Group
Connecticut
-$25K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
26
Realta Investment Advisors
Delaware
$1K – – –
PCG
27
Private Capital Group
Connecticut
– -$25K -500 Closed
CA
28
Cetera Advisors
Colorado
– -$9K -185 Closed
1
2

IMTB Hedge Fund Activity: Q2 2019 in Review

26 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q2 2019, worth a combined $38.9M — down 2% from $39.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IMTB positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 5 trimmed.

The largest buyer was WealthShield Partners, opening a new position worth an estimated $772K. The largest seller was D.A. Davidson & Co, cutting an estimated $2.42M.

  • 26 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q2 2019, up from 24 in Q1 2019.
  • Funds reported $38.9M of iShares Core 5-10 Year USD Bond ETF stock for Q2 2019, down 2% quarter-over-quarter.
  • 5 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q2 2019 and 2 closed out, a net change of +3 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q2 2019 was WealthShield Partners, an estimated $772K added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q2 2019 was D.A. Davidson & Co, an estimated $2.42M sold.

Based on aggregated 13F filings for Q2 2019.