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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

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.

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
1
Citadel Advisors
Florida
$6.73M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.95M
3
Jane Street
3
Jane Street
New York
$1.05M
4
JWCA
4
J.W. Cole Advisors
Florida
$539K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$310K

Top Sellers

1
5L
1
55I LLC
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.6M
3
DADC
3
D.A. Davidson & Co
Montana
$6.79M
4
RSWM
4
Robertson Stephens Wealth Management
California
$0
5
OMC
5
Old Mission Capital
Illinois
$285K
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
26
JGP Wealth Management
Oregon
$223K 4,451 +4,451 New
PAG
27
Private Advisor Group
New Jersey
$222K 4,414 -2,955 -40%
CWM
28
Cornerstone Wealth Management
Missouri
$219K 4,342 -242 -5%
UCFA
29
United Capital Financial Advisors
Texas
$207K 4,110 – –
William Blair & Company
30
William Blair & Company
Illinois
$158K 3,145 – –
RP
31
Rice Partnership
Hawaii
$138K 2,739 +98 +4%
GWM
32
Geneos Wealth Management
Colorado
$97K 1,940 – –
TSWM
33
Tyler-Stone Wealth Management
Ohio
$50K 996 +996 New
KFO
34
Kopp Family Office
Minnesota
$42K 834 +70 +9%
UBS Group
35
UBS Group
Switzerland
$39K 782 +357 +84%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$39K 771 +771 New
PCG
37
Private Capital Group
Connecticut
$25K 500 – –
AIC
38
Archer Investment Corporation
Indiana
$15.6K 310 – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$6K 117 – –
MAWCM
40
Mine & Arao Wealth Creation & Management
California
$3K 57 +1 +2%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$2K 34 +8 +31%
Citigroup
42
Citigroup
New York
$1K 29 – –
QCG
43
Quadrant Capital Group
Ohio
$1K 11 +11 New
5L
44
55I LLC
Massachusetts
– – -127,406 Closed
RSWM
45
Robertson Stephens Wealth Management
California
– – -29,330 Closed
IWC
46
Integrated Wealth Concepts
Massachusetts
– – -9,338 Closed
NL
47
NWAM LLC
Washington
– – -4,850 Closed
ASN
48
Advisory Services Network
Georgia
– – -4,438 Closed
GRP
49
Global Retirement Partners
California
– – -331 Closed
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
– – -300 Closed
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2
3