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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

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.

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
0.64%
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
1
TAP Consulting
Missouri
$4.36M
2
DWM
2
Destination Wealth Management
California
$17.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.03M
4
Bank of America
4
Bank of America
North Carolina
$3.21M
5
UBS Group
5
UBS Group
Switzerland
$2.13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.53M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
CA
4
CGN Advisors
Kansas
$0
5
FCA
5
FinTrust Capital Advisors
South Carolina
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$155K 3,602 – –
William Blair & Company
27
William Blair & Company
Illinois
$91.6K 2,136 – –
GWM
28
Geneos Wealth Management
Colorado
$83.2K 1,940 – –
NS
29
NBC Securities
Alabama
$38K 900 – –
KFO
30
Kopp Family Office
Minnesota
$36K 834 – –
LCK
31
LeRoy C. Kopp
$36K 834 +834 New
TSWM
32
Tyler-Stone Wealth Management
Ohio
$35.7K 832 – –
NFSG
33
Newbridge Financial Services Group
Florida
$31.9K 744 – –
WP
34
WealthShield Partners
North Carolina
$23.8K 555 – –
AIC
35
Archer Investment Corporation
Indiana
$22.1K 515 – –
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$16.6K 386 -636 -62%
S
37
SignatureFD
Georgia
$13.8K 321 +2 +0.6%
PTC
38
Private Trust Company
Ohio
$8.79K 205 – –
Citigroup
39
Citigroup
New York
$7.68K 179 – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$5.02K 117 – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$5K 108 -19 -15%
MAWCM
42
Mine & Arao Wealth Creation & Management
California
$2.63K 61 – –
HI
43
Harbour Investments
Wisconsin
$1.93K 45 – –
Wells Fargo
44
Wells Fargo
California
$25 1 – –
Citadel Advisors
45
Citadel Advisors
Florida
– – -52,295 Closed
Jane Street
46
Jane Street
New York
– – -38,724 Closed
CA
47
CGN Advisors
Kansas
– – -22,478 Closed
CWP
48
Cyndeo Wealth Partners
Florida
– – -5,252 Closed
SAM
49
Smartleaf Asset Management
Massachusetts
– – -2,490 Closed
ASN
50
Advisory Services Network
Georgia
– – -283 Closed
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