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iShares Core 5-10 Year USD Bond ETF
IMTB

33 hedge funds and large institutions have $87.3M invested in iShares Core 5-10 Year USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 32 → 33 (+1)

0% more capital invested

Capital invested by funds: $87.1M → $87.3M (+$182K)

2.81% less ownership

Funds ownership: 69.47% → 66.66% (-2.8%)

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
7
Increased
9
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.31M
2
DWM
Destination Wealth Management
California
+$929K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$588K
4
DADC
D.A. Davidson & Co
Montana
+$456K
5
RA
RFG Advisory
Alabama
+$416K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.36M
2
Morgan Stanley
Morgan Stanley
New York
-$993K
3
JWCA
J.W. Cole Advisors
Florida
-$879K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$527K
5
LPL Financial
LPL Financial
California
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
26
Private Capital Group
Connecticut
$26K – – –
GRP
27
Global Retirement Partners
California
$17K – – –
ASN
28
Advisory Services Network
Georgia
$17K +$16.8K +321 New
AIC
29
Archer Investment Corporation
Indiana
$15.2K – – –
JFA
30
JNBA Financial Advisors
Minnesota
$14K +$13.9K +265 New
KCM
31
Kathmere Capital Management
Pennsylvania
$10K +$10.4K +198 New
MAWCM
32
Mine & Arao Wealth Creation & Management
California
$3K +$2.88K +55 New
Citigroup
33
Citigroup
New York
$2K – – –
JWCA
34
J.W. Cole Advisors
Florida
– -$879K -16,826 Closed
PIMG
35
Patriot Investment Management Group
Tennessee
– -$26.1K -500 Closed
CAN
36
Cetera Advisor Networks
California
– -$24K -452 Closed
OPS
37
Orion Portfolio Solutions
Nebraska
– -$12K -224 Closed
SF
38
Synovus Financial
Georgia
– -$5K -98 Closed
JP Morgan Chase
39
JP Morgan Chase
New York
– -$1K -25 Closed
1
2

IMTB Hedge Fund Activity: Q3 2020 in Review

33 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2020, worth a combined $87.3M — up 0.21% from $87.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IMTB positions and 6 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.31M. The largest seller was Jane Street, cutting an estimated $2.36M.

  • 33 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2020, up from 32 in Q2 2020.
  • Funds reported $87.3M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2020, up 0.21% quarter-over-quarter.
  • 7 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2020 and 6 closed out, a net change of +1 holder.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2020 was Raymond James Financial Services Advisors, an estimated $1.31M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2020 was Jane Street, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2020.