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iShares Core 5-10 Year USD Bond ETF
IMTB

45 hedge funds and large institutions have $91.3M invested in iShares Core 5-10 Year USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

13% more funds holding

Funds holding: 40 → 45 (+5)

6% more capital invested

Capital invested by funds: $86.4M → $91.3M (+$4.96M)

1.48% more ownership

Funds ownership: 67.19% → 68.67% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
16
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$4.13M
2
AWM
AE Wealth Management
Kansas
+$2.32M
3
OMC
Old Mission Capital
Illinois
+$1.42M
4
DWM
Destination Wealth Management
California
+$1.17M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$856K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.5M
2
CSWG
Cardinal Strategic Wealth Guidance
Kentucky
-$1.82M
3
Bank of America
Bank of America
North Carolina
-$1.08M
4
5L
55I LLC
Massachusetts
-$646K
5
JWCA
J.W. Cole Advisors
Florida
-$610K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$347K +$6.96K +135 +2%
WP
27
WealthShield Partners
North Carolina
$293K +$296K +5,730 New
NL
28
NWAM LLC
Washington
$248K – – –
CWM
29
Cornerstone Wealth Management
Missouri
$235K +$236K +4,584 New
ASN
30
Advisory Services Network
Georgia
$227K +$213K +4,125 +1,318%
UCFA
31
United Capital Financial Advisors
Texas
$210K – – –
William Blair & Company
32
William Blair & Company
Illinois
$161K – – –
RP
33
Rice Partnership
Hawaii
$135K +$14.2K +275 +12%
GWM
34
Geneos Wealth Management
Colorado
$99K +$38.7K +750 +63%
KFO
35
Kopp Family Office
Minnesota
$39K – – –
PCG
36
Private Capital Group
Connecticut
$26K – – –
UBS Group
37
UBS Group
Switzerland
$22K -$44K -854 -67%
GRP
38
Global Retirement Partners
California
$17K – – –
AIC
39
Archer Investment Corporation
Indiana
$15.9K +$16K +310 New
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$15.3K +$15.5K +300 New
BAM
41
Baldrige Asset Management
Pennsylvania
$12K -$11.8K -228 -50%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$6K – – –
MAWCM
43
Mine & Arao Wealth Creation & Management
California
$3K – – –
Citigroup
44
Citigroup
New York
$1K – – –
JP Morgan Chase
45
JP Morgan Chase
New York
$1K +$1.34K +26 New
JWCA
46
J.W. Cole Advisors
Florida
– -$610K -11,859 Closed
TLFA
47
True Link Financial Advisors
California
– -$20K -398 Closed
1
2

IMTB Hedge Fund Activity: Q3 2021 in Review

45 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2021, worth a combined $91.3M — up 5.7% from $86.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IMTB positions and 2 closed out — a net gain of 6 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.13M. The largest seller was Jane Street, cutting an estimated $2.5M.

  • 45 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2021, up from 40 in Q2 2021.
  • Funds reported $91.3M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2021, up 5.7% quarter-over-quarter.
  • 8 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2021 and 2 closed out, a net change of +6 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2021 was Citadel Advisors, an estimated $4.13M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2021 was Jane Street, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2021.