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iShares Core 5-10 Year USD Bond ETF
IMTB

41 hedge funds and large institutions have $66.5M invested in iShares Core 5-10 Year USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.47% more ownership

Funds ownership: 60.37% → 64.84% (+4.5%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

5% less funds holding

Funds holding: 43 → 41 (-2)

13% less capital invested

Capital invested by funds: $76M → $66.5M (-$9.59M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
12
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
Mariner
Kansas
+$8.83M
2
Jane Street
Jane Street
New York
+$2.02M
3
AWM
AE Wealth Management
Kansas
+$781K
4
DWM
Destination Wealth Management
California
+$687K
5
RA
RFG Advisory
Alabama
+$446K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$6.72M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.61M
3
CSWG
Cardinal Strategic Wealth Guidance
Kentucky
-$3.34M
4
Morgan Stanley
Morgan Stanley
New York
-$839K
5
Osaic Holdings
Osaic Holdings
Arizona
-$709K
Name Holding Trade Value Shares
Change 		Change in
Stake
RP
26
Rice Partnership
Hawaii
$141K +$11.3K +232 +8%
GWM
27
Geneos Wealth Management
Colorado
$91K – – –
GRP
28
Global Retirement Partners
California
$74K +$79K +1,624 New
CSWG
29
Cardinal Strategic Wealth Guidance
Kentucky
$55K -$3.34M -68,664 -98%
TSWM
30
Tyler-Stone Wealth Management
Ohio
$39K -$7.98K -164 -16%
KFO
31
Kopp Family Office
Minnesota
$39K – – –
PCG
32
Private Capital Group
Connecticut
$24K – – –
AIC
33
Archer Investment Corporation
Indiana
$16.1K +$1.95K +40 +13%
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$14.2K +$14.6K +300 New
PFS
35
Prospera Financial Services
Texas
$13K +$13.8K +284 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$6K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$4K +$2.53K +52 +153%
MAWCM
38
Mine & Arao Wealth Creation & Management
California
$3K – – –
LFGH
39
Lee Financial Group Hawaii
Hawaii
$1.1K +$133K +2,727 +13%
Citigroup
40
Citigroup
New York
$1K – – –
QCG
41
Quadrant Capital Group
Ohio
$1K – – –
Citadel Advisors
42
Citadel Advisors
Florida
– -$6.72M -133,468 Closed
RJFSA
43
Raymond James Financial Services Advisors
Florida
– -$3.61M -71,616 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$310K -6,161 Closed
OMC
45
Old Mission Capital
Illinois
– -$285K -5,663 Closed
CWM
46
Cornerstone Wealth Management
Missouri
– -$219K -4,342 Closed
UCFA
47
United Capital Financial Advisors
Texas
– -$207K -4,110 Closed
UBS Group
48
UBS Group
Switzerland
– -$39K -782 Closed
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
– -$39K -771 Closed
1
2

IMTB Hedge Fund Activity: Q1 2022 in Review

41 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q1 2022, worth a combined $66.5M — down 13% from $76M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IMTB and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 12 added.

The largest buyer was Mariner, opening a new position worth an estimated $8.83M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.72M sold.

  • 41 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q1 2022, down from 43 in Q4 2021.
  • Funds reported $66.5M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q1 2022 and 8 closed out, a net change of -2 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q1 2022 was Mariner, an estimated $8.83M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $6.72M sold.

Based on aggregated 13F filings for Q1 2022.