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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

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.

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
1
Mariner
Kansas
$35.8M
2
FCA
2
FinTrust Capital Advisors
South Carolina
$11.5M
3
CA
3
CGN Advisors
Kansas
$11.3M
4
Jane Street
4
Jane Street
New York
$6.61M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.13M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$14.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$882K
3
Bank of America
3
Bank of America
North Carolina
$1.94M
4
PFM
4
Phillips Financial Management
Indiana
$2.43M
5
CM
5
Columbus Macro
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RA
26
RFG Advisory
Alabama
$205K 4,658 +4,658 New
William Blair & Company
27
William Blair & Company
Illinois
$123K 2,886 -259 -8%
UBS Group
28
UBS Group
Switzerland
$102K 2,386 +60 +3%
GWM
29
Geneos Wealth Management
Colorado
$83K 1,940 +1,080 +126%
GRP
30
Global Retirement Partners
California
$69.4K 1,624 – –
KFO
31
Kopp Family Office
Minnesota
$36K 834 – –
TSWM
32
Tyler-Stone Wealth Management
Ohio
$36K 832 – –
PIMG
33
Patriot Investment Management Group
Tennessee
$22.1K 500 +500 New
AIC
34
Archer Investment Corporation
Indiana
$18.4K 431 +31 +8%
ASN
35
Advisory Services Network
Georgia
$15.6K 365 +365 New
NA
36
NewEdge Advisors
Louisiana
$12.8K 299 +299 New
PTC
37
Private Trust Company
Ohio
$9K 205 – –
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$9K 213 +54 +34%
Citigroup
39
Citigroup
New York
$7.65K 179 – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$5K 117 – –
MAWCM
41
Mine & Arao Wealth Creation & Management
California
$2.5K 58 – –
HI
42
Harbour Investments
Wisconsin
$1.83K 43 +1 +2%
Wells Fargo
43
Wells Fargo
California
$43 1 +1 New
CM
44
Columbus Macro
Pennsylvania
– – -18,455 Closed
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
– – -7,455 Closed
MML Investors Services
46
MML Investors Services
Massachusetts
– – -5,289 Closed
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
– – -4,282 Closed
CSWG
48
Cardinal Strategic Wealth Guidance
Kentucky
– – -1,172 Closed
QCG
49
Quadrant Capital Group
Ohio
– – -11 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2