iShares Core 5-10 Year USD Bond ETF
IMTB
34 hedge funds and large institutions have $70.2M invested in iShares Core 5-10 Year USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
64% more capital invested
Capital invested by funds: $42.8M → $70.2M (+$27.4M)
21% more funds holding
Funds holding: 28 → 34 (+6)
19.78% more ownership
Funds ownership: 49.55% → 69.33% (+20%)
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.3M |
| 2 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
+$1.27M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.05M |
| 4 |
Jane Street
New York
|
+$836K |
| 5 |
LPL Financial
San Diego,
California
|
+$536K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCG
26
Private Capital Group
West Hartford,
Connecticut
| $25K | – | – | – |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $17K | – | – | – |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $17K | +$9.82K | +194 | +145% |
|
|
AIC
29
Archer Investment Corporation
Carmel,
Indiana
| $14K | – | – | – |
|
|
RIA
30
Realta Investment Advisors
Wilmington,
Delaware
| $8K | +$51 | +1 | +0.6% |
|
31
AssetMark Inc
Concord,
California
| $3K | +$3.14K | +62 | New |
|
|
ADL
32
Asset Dedication LLC
San Francisco,
California
| $2K | +$51 | +1 | +2% |
|
33
Citigroup
New York
| $1K | – | – | – |
|
34
Citadel Advisors
Miami,
Florida
| – | -$2.04M | -40,172 | Closed |
|
|
GSWM
35
Golden State Wealth Management
Santa Ana,
California
| – | -$13K | -256 | Closed |
|
IMTB Hedge Fund Activity: Q4 2019 in Review
34 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2019, worth a combined $70.2M — up 64% from $42.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IMTB positions and 2 closed out — a net gain of 6 holders — while 14 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.04M sold.
- 34 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2019, up from 28 in Q3 2019.
- Funds reported $70.2M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2019, up 64% quarter-over-quarter.
- 8 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2019 and 2 closed out, a net change of +6 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $1.3M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2019 was Citadel Advisors, an estimated $2.04M sold.
Based on aggregated 13F filings for Q4 2019.