iShares Core 5-10 Year USD Bond ETF
IMTB
44 hedge funds and large institutions have $141M invested in iShares Core 5-10 Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
19% more capital invested
Capital invested by funds: $118M → $141M (+$22.5M)
10% more funds holding
Funds holding: 40 → 44 (+4)
7.29% more ownership
Funds ownership: 68.7% → 75.99% (+7.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
+$10.9M |
| 2 |
Jane Street
New York
|
+$8.37M |
| 3 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$6.15M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$2.59M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$842K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFS
Cannon Financial Strategists
Athens,
Georgia
|
-$717K |
| 2 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$301K |
| 3 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
-$198K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$184K |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$172K |
IMTB Hedge Fund Activity: Q3 2023 in Review
44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2023, worth a combined $141M — up 19% from $118M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IMTB positions and 1 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.
The largest buyer was FinTrust Capital Advisors, adding an estimated $10.9M. The largest seller was Cannon Financial Strategists, cutting an estimated $717K.
- 44 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2023, up from 40 in Q2 2023.
- Funds reported $141M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2023, up 19% quarter-over-quarter.
- 5 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2023 was FinTrust Capital Advisors, an estimated $10.9M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2023 was Cannon Financial Strategists, an estimated $717K sold.
Based on aggregated 13F filings for Q3 2023.