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iShares Core 5-10 Year USD Bond ETF
IMTB

43 hedge funds and large institutions have $101M invested in iShares Core 5-10 Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more capital invested

Capital invested by funds: $40.1M → $101M (+$61.3M)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

20.58% more ownership

Funds ownership: 49.14% → 69.72% (+21%)

8% more funds holding

Funds holding: 40 → 43 (+3)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
12
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
Mariner
Kansas
+$34.9M
2
FCA
FinTrust Capital Advisors
South Carolina
+$11.5M
3
CA
CGN Advisors
Kansas
+$11M
4
Jane Street
Jane Street
New York
+$4.83M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.11M

Top Sellers

1
DWM
Destination Wealth Management
California
-$1.97M
2
Morgan Stanley
Morgan Stanley
New York
-$1.97M
3
Bank of America
Bank of America
North Carolina
-$1.19M
4
PFM
Phillips Financial Management
Indiana
-$1.19M
5
CM
Columbus Macro
Pennsylvania
-$780K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
RFG Advisory
Alabama
$205K +$198K +4,658 New
William Blair & Company
27
William Blair & Company
Illinois
$123K -$11K -259 -8%
UBS Group
28
UBS Group
Switzerland
$102K +$2.55K +60 +3%
GWM
29
Geneos Wealth Management
Colorado
$83K +$46K +1,080 +126%
GRP
30
Global Retirement Partners
California
$69.4K – – –
KFO
31
Kopp Family Office
Minnesota
$36K – – –
TSWM
32
Tyler-Stone Wealth Management
Ohio
$36K – – –
PIMG
33
Patriot Investment Management Group
Tennessee
$22.1K +$21.3K +500 New
AIC
34
Archer Investment Corporation
Indiana
$18.4K +$1.32K +31 +8%
ASN
35
Advisory Services Network
Georgia
$15.6K +$15.5K +365 New
NA
36
NewEdge Advisors
Louisiana
$12.8K +$12.7K +299 New
PTC
37
Private Trust Company
Ohio
$9K – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$9K +$2.3K +54 +34%
Citigroup
39
Citigroup
New York
$7.65K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$5K – – –
MAWCM
41
Mine & Arao Wealth Creation & Management
California
$2.5K – – –
HI
42
Harbour Investments
Wisconsin
$1.83K +$43 +1 +2%
Wells Fargo
43
Wells Fargo
California
$43 +$43 +1 New
CM
44
Columbus Macro
Pennsylvania
– -$780K -18,455 Closed
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
– -$315K -7,455 Closed
MML Investors Services
46
MML Investors Services
Massachusetts
– -$223K -5,289 Closed
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
– -$182 -4,282 Closed
CSWG
48
Cardinal Strategic Wealth Guidance
Kentucky
– -$50K -1,172 Closed
1
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IMTB Hedge Fund Activity: Q4 2022 in Review

43 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2022, worth a combined $101M — up 153% from $40.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IMTB positions and 6 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Mariner, adding an estimated $34.9M. The largest seller was Destination Wealth Management, cutting an estimated $1.97M.

  • 43 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2022, up from 40 in Q3 2022.
  • Funds reported $101M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2022, up 153% quarter-over-quarter.
  • 9 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2022 and 6 closed out, a net change of +3 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2022 was Mariner, an estimated $34.9M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2022 was Destination Wealth Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2022.