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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

40 hedge funds and large institutions have $81.2M invested in iShares Core 5-10 Year USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.7%
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
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
5L
1
55I LLC
Massachusetts
$7.89M
2
RSWM
2
Robertson Stephens Wealth Management
California
$1.75M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.2M
4
DADC
4
D.A. Davidson & Co
Montana
$9.12M
5
CM
5
Columbus Macro
Pennsylvania
$1.2M

Top Sellers

1
CSWG
1
Cardinal Strategic Wealth Guidance
Kentucky
$5.19M
2
Jane Street
2
Jane Street
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.27M
4
WP
4
WealthShield Partners
North Carolina
$0
5
WP
5
WealthPLAN Partners
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NL
26
NWAM LLC
Washington
$281K 5,504 +5,504 New
FTUS
27
Flow Traders U.S.
New York
$240K 4,705 +4,705 New
UCFA
28
United Capital Financial Advisors
Texas
$210K 4,110 – –
William Blair & Company
29
William Blair & Company
Illinois
$160K 3,145 – –
RP
30
Rice Partnership
Hawaii
$120K 2,349 +2,349 New
UBS Group
31
UBS Group
Switzerland
$99K 1,938 +1,938 New
GWM
32
Geneos Wealth Management
Colorado
$61K 1,190 – –
KFO
33
Kopp Family Office
Minnesota
$39K 764 – –
TLFA
34
True Link Financial Advisors
California
$39K 759 – –
PCG
35
Private Capital Group
Connecticut
$25K 500 – –
GRP
36
Global Retirement Partners
California
$17K 331 – –
AIC
37
Archer Investment Corporation
Indiana
$15.8K 310 – –
MAWCM
38
Mine & Arao Wealth Creation & Management
California
$3K 56 +1 +2%
Citigroup
39
Citigroup
New York
$1K 29 – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$1K 10 +10 New
Jane Street
41
Jane Street
New York
– – -47,921 Closed
WP
42
WealthShield Partners
North Carolina
– – -5,730 Closed
WP
43
WealthPLAN Partners
Nebraska
– – -5,421 Closed
BWM
44
Birchcreek Wealth Management
Ohio
– – -3,066 Closed
Wells Fargo
45
Wells Fargo
California
– – -1,501 Closed
ASN
46
Advisory Services Network
Georgia
– – -313 Closed
KCM
47
Kathmere Capital Management
Pennsylvania
– – -198 Closed
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
– – -121 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
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