iShares Core 5-10 Year USD Bond ETF
IMTB
40 hedge funds and large institutions have $40.1M invested in iShares Core 5-10 Year USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 5 closing their positions.
186% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 7
0.62% less ownership
Funds ownership: 49.76% → 49.14% (-0.62%)
7% less funds holding
Funds holding: 43 → 40 (-3)
10% less capital invested
Capital invested by funds: $44.5M → $40.1M (-$4.43M)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
+$1.11M |
| 2 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$874K |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$873K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$567K |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$283K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.79M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.32M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$642K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$441K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$300K |
IMTB Hedge Fund Activity: Q3 2022 in Review
40 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2022, worth a combined $40.1M — down 10% from $44.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IMTB and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 20 added.
The largest buyer was Market Street Wealth Management Advisors, adding an estimated $1.11M. The largest seller was Jane Street, cutting an estimated $1.79M.
- 40 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2022, down from 43 in Q2 2022.
- Funds reported $40.1M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2022, down 10% quarter-over-quarter.
- 2 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2022 and 5 closed out, a net change of -3 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2022 was Market Street Wealth Management Advisors, an estimated $1.11M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2022 was Jane Street, an estimated $1.79M sold.
Based on aggregated 13F filings for Q3 2022.