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iShares Core 5-10 Year USD Bond ETF
IMTB

40 hedge funds and large institutions have $118M invested in iShares Core 5-10 Year USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

1% more capital invested

Capital invested by funds: $117M → $118M (+$796K)

0% more funds holding

Funds holding: 40 → 40 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.91% less ownership

Funds ownership: 69.61% → 68.7% (-0.91%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
4
Increased
13
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
CGN Advisors
Kansas
+$3.15M
2
Mariner
Mariner
Kansas
+$2.72M
3
DWM
Destination Wealth Management
California
+$514K
4
SWP
Stratos Wealth Partners
Ohio
+$291K
5
UBS Group
UBS Group
Switzerland
+$262K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.51M
2
LFGH
Lee Financial Group Hawaii
Hawaii
-$1.27M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$619K
4
OMC
Old Mission Capital
Illinois
-$537K
5
Citadel Advisors
Citadel Advisors
Florida
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
26
WealthShield Partners
North Carolina
$199K – – –
William Blair & Company
27
William Blair & Company
Illinois
$117K – – –
GWM
28
Geneos Wealth Management
Colorado
$83.6K – – –
GRP
29
Global Retirement Partners
California
$69.9K – – –
MIH
30
Meitav Investment House
Israel
$39.1K +$39.5K +908 New
KFO
31
Kopp Family Office
Minnesota
$36K – – –
TSWM
32
Tyler-Stone Wealth Management
Ohio
$36K +$36.2K +832 New
AIC
33
Archer Investment Corporation
Indiana
$19.9K +$1.13K +26 +6%
JP Morgan Chase
34
JP Morgan Chase
New York
$17.1K +$3.91K +90 +29%
S
35
SignatureFD
Georgia
$13K +$130 +3 +1%
PTC
36
Private Trust Company
Ohio
$8.83K – – –
Citigroup
37
Citigroup
New York
$7.71K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$5.04K – – –
MAWCM
39
Mine & Arao Wealth Creation & Management
California
$2.56K – – –
HI
40
Harbour Investments
Wisconsin
$1.88K +$43 +1 +2%
Wells Fargo
41
Wells Fargo
California
$11 – – –
LFGH
42
Lee Financial Group Hawaii
Hawaii
– -$1.27M -28,944 Closed
OMC
43
Old Mission Capital
Illinois
– -$537K -12,254 Closed
Citadel Advisors
44
Citadel Advisors
Florida
– -$350K -7,997 Closed
ASN
45
Advisory Services Network
Georgia
– -$10.9K -248 Closed
1
2

IMTB Hedge Fund Activity: Q2 2023 in Review

40 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q2 2023, worth a combined $118M — up 0.68% from $117M a quarter earlier.

Fund positioning in IMTB was balanced in Q2 2023: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 10 trimmed.

The largest buyer was CGN Advisors, adding an estimated $3.15M. The largest seller was Morgan Stanley, cutting an estimated $2.51M.

  • 40 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $118M of iShares Core 5-10 Year USD Bond ETF stock for Q2 2023, up 0.68% quarter-over-quarter.
  • 4 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q2 2023 and 4 closed out, a net change of 0 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q2 2023 was CGN Advisors, an estimated $3.15M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q2 2023 was Morgan Stanley, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2023.