We are live on ! Find out more
IMTB icon

iShares Core 5-10 Year USD Bond ETF
IMTB

44 hedge funds and large institutions have $111M invested in iShares Core 5-10 Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

0% more capital invested

Capital invested by funds: $111M → $111M (+$453K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.19% less ownership

Funds ownership: 66.95% → 64.75% (-2.2%)

10% less funds holding

Funds holding: 49 → 44 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
16
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
TAP Consulting
Missouri
+$4.36M
2
DWM
Destination Wealth Management
California
+$2.49M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.02M
4
Bank of America
Bank of America
North Carolina
+$1.29M
5
UBS Group
UBS Group
Switzerland
+$631K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.52M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.27M
3
Jane Street
Jane Street
New York
-$1.68M
4
CA
CGN Advisors
Kansas
-$978K
5
FCA
FinTrust Capital Advisors
South Carolina
-$928K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$155K – – –
William Blair & Company
27
William Blair & Company
Illinois
$91.6K – – –
GWM
28
Geneos Wealth Management
Colorado
$83.2K – – –
NS
29
NBC Securities
Alabama
$38K – – –
KFO
30
Kopp Family Office
Minnesota
$36K – – –
LCK
31
LeRoy C. Kopp
$36K +$35.7K +834 New
TSWM
32
Tyler-Stone Wealth Management
Ohio
$35.7K – – –
NFSG
33
Newbridge Financial Services Group
Florida
$31.9K – – –
WP
34
WealthShield Partners
North Carolina
$23.8K – – –
AIC
35
Archer Investment Corporation
Indiana
$22.1K – – –
JP Morgan Chase
36
JP Morgan Chase
New York
$16.6K -$27.2K -636 -62%
S
37
SignatureFD
Georgia
$13.8K +$86 +2 +0.6%
PTC
38
Private Trust Company
Ohio
$8.79K – – –
Citigroup
39
Citigroup
New York
$7.68K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$5.02K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$5K -$814 -19 -15%
MAWCM
42
Mine & Arao Wealth Creation & Management
California
$2.63K – – –
HI
43
Harbour Investments
Wisconsin
$1.93K – – –
Wells Fargo
44
Wells Fargo
California
$25 – – –
Citadel Advisors
45
Citadel Advisors
Florida
– -$2.27M -52,295 Closed
Jane Street
46
Jane Street
New York
– -$1.68M -38,724 Closed
CA
47
CGN Advisors
Kansas
– -$978K -22,478 Closed
CWP
48
Cyndeo Wealth Partners
Florida
– -$228K -5,252 Closed
SAM
49
Smartleaf Asset Management
Massachusetts
– -$108K -2,490 Closed
ASN
50
Advisory Services Network
Georgia
– -$12.3K -283 Closed
1
2
3

IMTB Hedge Fund Activity: Q1 2024 in Review

44 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q1 2024, worth a combined $111M — up 0.41% from $111M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IMTB and 3 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 16 added.

The largest buyer was TAP Consulting, opening a new position worth an estimated $4.36M. The largest seller was Morgan Stanley, cutting an estimated $3.52M.

  • 44 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q1 2024, down from 49 in Q4 2023.
  • Funds reported $111M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2024, up 0.41% quarter-over-quarter.
  • 3 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q1 2024 and 8 closed out, a net change of -5 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q1 2024 was TAP Consulting, an estimated $4.36M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.52M sold.

Based on aggregated 13F filings for Q1 2024.