IMTB icon

iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

49 hedge funds and large institutions have $111M invested in iShares Core 5-10 Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
14
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.15M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.27M
3
OMC
3
Old Mission Capital
Illinois
$1.6M
4
UBS Group
4
UBS Group
Switzerland
$1.52M
5
CFS
5
Cannon Financial Strategists
Georgia
$1.78M

Top Sellers

1
CA
1
CGN Advisors
Kansas
$978K
2
Mariner
2
Mariner
Kansas
$35.2M
3
Jane Street
3
Jane Street
New York
$1.68M
4
DWM
4
Destination Wealth Management
California
$15.3M
5
MSWMA
5
Market Street Wealth Management Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$249K 5,730 +813 +17%
CWP
27
Cyndeo Wealth Partners
Florida
$228K 5,252 – –
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$157K 3,602 +3,602 New
SAM
29
Smartleaf Asset Management
Massachusetts
$108K 2,490 +2,490 New
William Blair & Company
30
William Blair & Company
Illinois
$92.9K 2,136 – –
GWM
31
Geneos Wealth Management
Colorado
$84.4K 1,940 – –
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$44.5K 1,022 -1,173 -53%
NS
33
NBC Securities
Alabama
$39K 900 – –
TSWM
34
Tyler-Stone Wealth Management
Ohio
$36.2K 832 – –
KFO
35
Kopp Family Office
Minnesota
$36K 834 – –
NFSG
36
Newbridge Financial Services Group
Florida
$32.4K 744 +744 New
WP
37
WealthShield Partners
North Carolina
$24.1K 555 – –
AIC
38
Archer Investment Corporation
Indiana
$22.4K 515 +30 +6%
S
39
SignatureFD
Georgia
$13.9K 319 +5 +2%
ASN
40
Advisory Services Network
Georgia
$12.3K 283 +283 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$10.5K 241 -412 -63%
PTC
42
Private Trust Company
Ohio
$8.92K 205 – –
Citigroup
43
Citigroup
New York
$7.79K 179 – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$6K 127 +127 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$5.09K 117 – –
MAWCM
46
Mine & Arao Wealth Creation & Management
California
$2.65K 61 +1 +2%
AWM
47
Able Wealth Management
New Jersey
$2.5K 57 +57 New
HI
48
Harbour Investments
Wisconsin
$1.95K 45 +1 +2%
Wells Fargo
49
Wells Fargo
California
$36 1 – –
MSWMA
50
Market Street Wealth Management Advisors
Indiana
– – -11,852 Closed
1
2
3