iShares Core 5-10 Year USD Bond ETF
IMTB
32 hedge funds and large institutions have $74.5M invested in iShares Core 5-10 Year USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.
6% more capital invested
Capital invested by funds: $70.2M → $74.5M (+$4.34M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
6% less funds holding
Funds holding: 34 → 32 (-2)
6.09% less ownership
Funds ownership: 69.33% → 63.23% (-6.1%)
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.52M |
| 2 |
Jane Street
New York
|
+$2.12M |
| 3 |
CSWG
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
+$1.7M |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$1.51M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.01M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $17K | – | – | – |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $17K | – | – | – |
|
|
AIC
28
Archer Investment Corporation
Carmel,
Indiana
| $15K | +$1.07K | +21 | +8% |
|
|
GSWM
29
Golden State Wealth Management
Santa Ana,
California
| $13K | +$13.2K | +258 | New |
|
|
OPS
30
Orion Portfolio Solutions
Omaha,
Nebraska
| $11K | +$11.4K | +224 | New |
|
|
ADL
31
Asset Dedication LLC
San Francisco,
California
| $2K | – | – | – |
|
32
Citigroup
New York
| $1K | – | – | – |
|
|
DLHL
33
Donald L. Hagan LLC
Sarasota,
Florida
| – | -$1.28M | -25,154 | Closed |
|
|
JWCA
34
J.W. Cole Advisors
Tampa,
Florida
| – | -$867K | -17,133 | Closed |
|
|
IWM
35
IHT Wealth Management
Chicago,
Illinois
| – | -$203K | -4,007 | Closed |
|
|
FCM
36
Firestone Capital Management
Coral Gables,
Florida
| – | -$107K | -2,121 | Closed |
|
|
RIA
37
Realta Investment Advisors
Wilmington,
Delaware
| – | -$8K | -161 | Closed |
|
38
AssetMark Inc
Concord,
California
| – | -$3K | -62 | Closed |
|
IMTB Hedge Fund Activity: Q1 2020 in Review
32 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q1 2020, worth a combined $74.5M — up 6.2% from $70.2M a quarter earlier.
Fund positioning in IMTB was balanced in Q1 2020: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 9 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.52M. The largest seller was Envestnet Asset Management, cutting an estimated $1.97M.
- 32 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q1 2020, down from 34 in Q4 2019.
- Funds reported $74.5M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2020, up 6.2% quarter-over-quarter.
- 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q1 2020 and 6 closed out, a net change of 0 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q1 2020 was Citadel Advisors, an estimated $3.52M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q1 2020 was Envestnet Asset Management, an estimated $1.97M sold.
Based on aggregated 13F filings for Q1 2020.