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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

41 hedge funds and large institutions have $136M invested in iShares Core 5-10 Year USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
18
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.5M
2
Mariner
2
Mariner
Kansas
$48.2M
3
Jane Street
3
Jane Street
New York
$2.15M
4
LPL Financial
4
LPL Financial
California
$2.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$903K

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$289K
4
FCA
4
FinTrust Capital Advisors
South Carolina
$21.4M
5
PFM
5
Phillips Financial Management
Indiana
$2.07M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$166K 3,896 +3,896 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$155K 3,602 – –
SAM
28
Smartleaf Asset Management
Massachusetts
$107K 2,491 +2,491 New
William Blair & Company
29
William Blair & Company
Illinois
$91K 2,136 – –
NS
30
NBC Securities
Alabama
$38K 900 – –
GWM
31
Geneos Wealth Management
Colorado
$36.6K 860 -1,080 -56%
KFO
32
Kopp Family Office
Minnesota
$36K 834 – –
TSWM
33
Tyler-Stone Wealth Management
Ohio
$35.4K 832 – –
NFSG
34
Newbridge Financial Services Group
Florida
$31.7K 744 – –
AIC
35
Archer Investment Corporation
Indiana
$25.3K 593 +78 +15%
WP
36
WealthShield Partners
North Carolina
$23.6K 555 – –
S
37
SignatureFD
Georgia
$19K 446 +125 +39%
PTC
38
Private Trust Company
Ohio
$8.73K 205 – –
Citigroup
39
Citigroup
New York
$7.63K 179 – –
PS
40
Principal Securities
Iowa
$2.26K 53 +53 New
HI
41
Harbour Investments
Wisconsin
$1.94K 46 +1 +2%
Wells Fargo
42
Wells Fargo
California
– – -1 Closed
Baird Financial Group
43
Baird Financial Group
Wisconsin
– – -52,027 Closed
OMC
44
Old Mission Capital
Illinois
– – -46,382 Closed
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
– – -117 Closed
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
– – -108 Closed
MAWCM
47
Mine & Arao Wealth Creation & Management
California
– – -61 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2