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iShares Core 5-10 Year USD Bond ETF
IMTB

43 hedge funds and large institutions have $44.5M invested in iShares Core 5-10 Year USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

5% more funds holding

Funds holding: 41 → 43 (+2)

15.08% less ownership

Funds ownership: 64.84% → 49.76% (-15%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

33% less capital invested

Capital invested by funds: $66.5M → $44.5M (-$21.9M)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
8
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
Phillips Financial Management
Indiana
+$2.95M
2
CFS
Cannon Financial Strategists
Georgia
+$2.33M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.34M
4
Jane Street
Jane Street
New York
+$865K
5
OMC
Old Mission Capital
Illinois
+$304K

Top Sellers

1
Mariner
Mariner
Kansas
-$6.82M
2
DADC
D.A. Davidson & Co
Montana
-$6.28M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.07M
4
DFG
Demars Financial Group
Washington
-$4.25M
5
AWM
AE Wealth Management
Kansas
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$233K +$236K +5,214 New
RP
27
Rice Partnership
Hawaii
$226K +$94K +2,074 +70%
William Blair & Company
28
William Blair & Company
Illinois
$141K – – –
GWM
29
Geneos Wealth Management
Colorado
$87K – – –
GRP
30
Global Retirement Partners
California
$73K – – –
UBS Group
31
UBS Group
Switzerland
$62K +$63K +1,390 New
CSWG
32
Cardinal Strategic Wealth Guidance
Kentucky
$52K – – –
KFO
33
Kopp Family Office
Minnesota
$37K – – –
TSWM
34
Tyler-Stone Wealth Management
Ohio
$37K – – –
AIC
35
Archer Investment Corporation
Indiana
$15.7K – – –
PTC
36
Private Trust Company
Ohio
$8K +$8.16K +180 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$5K – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$4K +$408 +9 +10%
MAWCM
39
Mine & Arao Wealth Creation & Management
California
$3K – – –
HI
40
Harbour Investments
Wisconsin
$2K +$1.9K +42 New
Citigroup
41
Citigroup
New York
$1K – – –
DADC
42
D.A. Davidson & Co
Montana
– -$6.28M -132,634 Closed
DFG
43
Demars Financial Group
Washington
– -$4.25M -89,746 Closed
RA
44
RFG Advisory
Alabama
– -$434K -9,164 Closed
DIA
45
Davidson Investment Advisors
Montana
– -$269K -5,676 Closed
CA
46
CGN Advisors
Kansas
– -$260K -5,491 Closed
PAG
47
Private Advisor Group
New Jersey
– -$209K -4,414 Closed
PCG
48
Private Capital Group
Connecticut
– -$24K -500 Closed
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
– -$14.2K -300 Closed
PFS
50
Prospera Financial Services
Texas
– -$13K -284 Closed
1
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IMTB Hedge Fund Activity: Q2 2022 in Review

43 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q2 2022, worth a combined $44.5M — down 33% from $66.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IMTB positions and 9 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Phillips Financial Management, opening a new position worth an estimated $2.95M. The largest seller was Mariner, cutting an estimated $6.82M.

  • 43 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q2 2022, up from 41 in Q1 2022.
  • Funds reported $44.5M of iShares Core 5-10 Year USD Bond ETF stock for Q2 2022, down 33% quarter-over-quarter.
  • 11 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q2 2022 and 9 closed out, a net change of +2 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q2 2022 was Phillips Financial Management, an estimated $2.95M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q2 2022 was Mariner, an estimated $6.82M sold.

Based on aggregated 13F filings for Q2 2022.