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iShares Core 5-10 Year USD Bond ETF
IMTB

39 hedge funds and large institutions have $78.9M invested in iShares Core 5-10 Year USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

18% more funds holding

Funds holding: 33 → 39 (+6)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3.91% less ownership

Funds ownership: 66.66% → 62.75% (-3.9%)

10% less capital invested

Capital invested by funds: $87.3M → $78.9M (-$8.4M)

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
11
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$4.8M
2
JWCA
J.W. Cole Advisors
Florida
+$699K
3
DWM
Destination Wealth Management
California
+$411K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$376K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$370K

Top Sellers

1
DFG
Demars Financial Group
Washington
-$10.7M
2
DADC
D.A. Davidson & Co
Montana
-$2.42M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.18M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$684K
5
LPL Financial
LPL Financial
California
-$277K
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$165K – – –
BWM
27
Birchcreek Wealth Management
Ohio
$160K +$160K +3,066 New
Wells Fargo
28
Wells Fargo
California
$79K +$52 +1 +0.1%
GWM
29
Geneos Wealth Management
Colorado
$60K +$62.2K +1,190 New
KFO
30
Kopp Family Office
Minnesota
$40K – – –
TLFA
31
True Link Financial Advisors
California
$40K +$39.7K +759 New
PCG
32
Private Capital Group
Connecticut
$26K – – –
GRP
33
Global Retirement Partners
California
$17K – – –
AIC
34
Archer Investment Corporation
Indiana
$16.2K +$1.05K +20 +7%
ASN
35
Advisory Services Network
Georgia
$16K -$418 -8 -2%
KCM
36
Kathmere Capital Management
Pennsylvania
$10K – – –
MPWT
37
MassMutual Private Wealth & Trust
Connecticut
$6K +$6.33K +121 New
MAWCM
38
Mine & Arao Wealth Creation & Management
California
$3K – – –
Citigroup
39
Citigroup
New York
$2K – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– -$684K -13,067 Closed
UBS Group
41
UBS Group
Switzerland
– -$31K -593 Closed
JFA
42
JNBA Financial Advisors
Minnesota
– -$14K -265 Closed
1
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IMTB Hedge Fund Activity: Q4 2020 in Review

39 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2020, worth a combined $78.9M — down 9.6% from $87.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IMTB positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.8M. The largest seller was Demars Financial Group, cutting an estimated $10.7M.

  • 39 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2020, up from 33 in Q3 2020.
  • Funds reported $78.9M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2020, down 9.6% quarter-over-quarter.
  • 9 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2020 and 3 closed out, a net change of +6 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2020 was Citadel Advisors, an estimated $4.8M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2020 was Demars Financial Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2020.