iShares Core 5-10 Year USD Bond ETF
IMTB
32 hedge funds and large institutions have $87.1M invested in iShares Core 5-10 Year USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
17% more capital invested
Capital invested by funds: $74.5M → $87.1M (+$12.6M)
6.23% more ownership
Funds ownership: 63.23% → 69.47% (+6.2%)
0% more funds holding
Funds holding: 32 → 32 (0)
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
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.45M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$5.41M |
| 3 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
+$4.63M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.49M |
| 5 |
Morgan Stanley
New York
|
+$1.39M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.54M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$3.41M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.1M |
| 4 |
Jane Street
New York
|
-$1.25M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$312K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
26
Cetera Advisor Networks
El Segundo,
California
| $24K | +$23.4K | +452 | New |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $17K | – | – | – |
|
|
AIC
28
Archer Investment Corporation
Carmel,
Indiana
| $15.2K | – | – | – |
|
|
OPS
29
Orion Portfolio Solutions
Omaha,
Nebraska
| $12K | – | – | – |
|
|
SF
30
Synovus Financial
Columbus,
Georgia
| $5K | +$5.07K | +98 | New |
|
31
Citigroup
New York
| $2K | – | – | – |
|
32
JP Morgan Chase
New York
| $1K | +$1.29K | +25 | New |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$3.54M | -69,074 | Closed |
|
|
KCM
34
Kathmere Capital Management
Wayne,
Pennsylvania
| – | -$3.41M | -66,620 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$57K | -1,110 | Closed |
|
|
ASN
36
Advisory Services Network
Atlanta,
Georgia
| – | -$17K | -328 | Closed |
|
|
GSWM
37
Golden State Wealth Management
Santa Ana,
California
| – | -$13K | -258 | Closed |
|
|
ADL
38
Asset Dedication LLC
San Francisco,
California
| – | -$2K | -47 | Closed |
|
IMTB Hedge Fund Activity: Q2 2020 in Review
32 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q2 2020, worth a combined $87.1M — up 17% from $74.5M a quarter earlier.
Fund positioning in IMTB was balanced in Q2 2020: 6 funds opened new positions, 6 closed out, 12 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $5.45M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.54M sold.
- 32 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $87.1M of iShares Core 5-10 Year USD Bond ETF stock for Q2 2020, up 17% quarter-over-quarter.
- 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q2 2020 and 6 closed out, a net change of 0 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $5.45M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q2 2020 was Citadel Advisors, an estimated $3.54M sold.
Based on aggregated 13F filings for Q2 2020.