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iShares Core 5-10 Year USD Bond ETF
IMTB

43 hedge funds and large institutions have $76M invested in iShares Core 5-10 Year USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 45 → 43 (-2)

8.3% less ownership

Funds ownership: 68.67% → 60.37% (-8.3%)

17% less capital invested

Capital invested by funds: $91.3M → $76M (-$15.3M)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
13
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.71M
2
Morgan Stanley
Morgan Stanley
New York
+$809K
3
Jane Street
Jane Street
New York
+$599K
4
JWCA
J.W. Cole Advisors
Florida
+$543K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$313K

Top Sellers

1
5L
55I LLC
Massachusetts
-$6.52M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.6M
3
DADC
D.A. Davidson & Co
Montana
-$3.38M
4
RSWM
Robertson Stephens Wealth Management
California
-$1.5M
5
OMC
Old Mission Capital
Illinois
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
26
JGP Wealth Management
Oregon
$223K +$226K +4,451 New
PAG
27
Private Advisor Group
New Jersey
$222K -$150K -2,955 -40%
CWM
28
Cornerstone Wealth Management
Missouri
$219K -$12.3K -242 -5%
UCFA
29
United Capital Financial Advisors
Texas
$207K – – –
William Blair & Company
30
William Blair & Company
Illinois
$158K – – –
RP
31
Rice Partnership
Hawaii
$138K +$4.97K +98 +4%
GWM
32
Geneos Wealth Management
Colorado
$97K – – –
TSWM
33
Tyler-Stone Wealth Management
Ohio
$50K +$50.5K +996 New
KFO
34
Kopp Family Office
Minnesota
$42K +$3.55K +70 +9%
UBS Group
35
UBS Group
Switzerland
$39K +$18.1K +357 +84%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$39K +$39.1K +771 New
PCG
37
Private Capital Group
Connecticut
$25K – – –
AIC
38
Archer Investment Corporation
Indiana
$15.6K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$6K – – –
MAWCM
40
Mine & Arao Wealth Creation & Management
California
$3K +$51 +1 +2%
JP Morgan Chase
41
JP Morgan Chase
New York
$2K +$406 +8 +31%
Citigroup
42
Citigroup
New York
$1K – – –
QCG
43
Quadrant Capital Group
Ohio
$1K +$558 +11 New
5L
44
55I LLC
Massachusetts
– -$6.52M -127,406 Closed
RSWM
45
Robertson Stephens Wealth Management
California
– -$1.5M -29,330 Closed
IWC
46
Integrated Wealth Concepts
Massachusetts
– -$478K -9,338 Closed
NL
47
NWAM LLC
Washington
– -$248K -4,850 Closed
ASN
48
Advisory Services Network
Georgia
– -$227K -4,438 Closed
GRP
49
Global Retirement Partners
California
– -$17K -331 Closed
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
– -$15.3K -300 Closed
1
2
3

IMTB Hedge Fund Activity: Q4 2021 in Review

43 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2021, worth a combined $76M — down 17% from $91.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IMTB and 6 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 13 added.

The largest buyer was Citadel Advisors, adding an estimated $2.71M. The largest seller was 55I LLC, exiting entirely with an estimated $6.52M sold.

  • 43 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2021, down from 45 in Q3 2021.
  • Funds reported $76M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2021, down 17% quarter-over-quarter.
  • 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2021 and 8 closed out, a net change of -2 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2021 was Citadel Advisors, an estimated $2.71M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2021 was 55I LLC, an estimated $6.52M sold.

Based on aggregated 13F filings for Q4 2021.