iShares Core 5-10 Year USD Bond ETF
IMTB
28 hedge funds and large institutions have $42.8M invested in iShares Core 5-10 Year USD Bond ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
10% more capital invested
Capital invested by funds: $38.9M → $42.8M (+$3.84M)
8% more funds holding
Funds holding: 26 → 28 (+2)
2.01% less ownership
Funds ownership: 51.56% → 49.55% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.36M |
| 2 |
LPL Financial
San Diego,
California
|
+$788K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$656K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$452K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$419K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.41M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$591K |
| 3 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$316K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$224K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ADL
26
Asset Dedication LLC
San Francisco,
California
| $2K | – | – | – |
|
27
Citigroup
New York
| $1K | – | – | – |
|
|
28
HighTower Advisors
Chicago,
Illinois
| – | -$224K | -4,443 | Closed |
|
|
29
UBS Group
Zurich,
Switzerland
| – | -$45K | -889 | Closed |
|
30
Wells Fargo
San Francisco,
California
| – | +$51 | +1 | New |
|
IMTB Hedge Fund Activity: Q3 2019 in Review
28 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2019, worth a combined $42.8M — up 9.9% from $38.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IMTB positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, adding an estimated $2.36M. The largest seller was Citadel Advisors, cutting an estimated $1.41M.
- 28 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2019, up from 26 in Q2 2019.
- Funds reported $42.8M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2019, up 9.9% quarter-over-quarter.
- 4 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2019 and 2 closed out, a net change of +2 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2019 was Jane Street, an estimated $2.36M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2019 was Citadel Advisors, an estimated $1.41M sold.
Based on aggregated 13F filings for Q3 2019.