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iShares Core 5-10 Year USD Bond ETF
IMTB

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.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

23% more capital invested

Capital invested by funds: $111M → $136M (+$25.3M)

4.83% more ownership

Funds ownership: 64.75% → 69.59% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less funds holding

Funds holding: 44 → 41 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.59%
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
Royal Bank of Canada
Ontario, Canada
+$13.7M
2
Mariner
Mariner
Kansas
+$13.1M
3
Jane Street
Jane Street
New York
+$2.13M
4
LPL Financial
LPL Financial
California
+$1.13M
5
JP Morgan Chase
JP Morgan Chase
New York
+$879K

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.23M
2
OMC
Old Mission Capital
Illinois
-$1.99M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.71M
4
FCA
FinTrust Capital Advisors
South Carolina
-$678K
5
PFM
Phillips Financial Management
Indiana
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
26
EP Wealth Advisors
California
$166K +$165K +3,896 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$155K – – –
SAM
28
Smartleaf Asset Management
Massachusetts
$107K +$105K +2,491 New
William Blair & Company
29
William Blair & Company
Illinois
$91K – – –
NS
30
NBC Securities
Alabama
$38K – – –
GWM
31
Geneos Wealth Management
Colorado
$36.6K -$45.6K -1,080 -56%
KFO
32
Kopp Family Office
Minnesota
$36K – – –
TSWM
33
Tyler-Stone Wealth Management
Ohio
$35.4K – – –
NFSG
34
Newbridge Financial Services Group
Florida
$31.7K – – –
AIC
35
Archer Investment Corporation
Indiana
$25.3K +$3.3K +78 +15%
WP
36
WealthShield Partners
North Carolina
$23.6K – – –
S
37
SignatureFD
Georgia
$19K +$5.28K +125 +39%
PTC
38
Private Trust Company
Ohio
$8.73K – – –
Citigroup
39
Citigroup
New York
$7.63K – – –
PS
40
Principal Securities
Iowa
$2.26K +$2.24K +53 New
HI
41
Harbour Investments
Wisconsin
$1.94K +$42 +1 +2%
Wells Fargo
42
Wells Fargo
California
$1 -$42 -1 Closed
Baird Financial Group
43
Baird Financial Group
Wisconsin
– -$2.23M -52,027 Closed
OMC
44
Old Mission Capital
Illinois
– -$1.99M -46,382 Closed
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
– -$5.02K -117 Closed
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
– -$5K -108 Closed
MAWCM
47
Mine & Arao Wealth Creation & Management
California
– -$2.63K -61 Closed
1
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IMTB Hedge Fund Activity: Q2 2024 in Review

41 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q2 2024, worth a combined $136M — up 23% from $111M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IMTB and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 18 added.

The largest buyer was Royal Bank of Canada, adding an estimated $13.7M. The largest seller was Baird Financial Group, exiting entirely with an estimated $2.23M sold.

  • 41 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q2 2024, down from 44 in Q1 2024.
  • Funds reported $136M of iShares Core 5-10 Year USD Bond ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 4 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q2 2024 and 6 closed out, a net change of -2 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q2 2024 was Royal Bank of Canada, an estimated $13.7M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q2 2024 was Baird Financial Group, an estimated $2.23M sold.

Based on aggregated 13F filings for Q2 2024.