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iShares Core 5-10 Year USD Bond ETF
IMTB

44 hedge funds and large institutions have $161M invested in iShares Core 5-10 Year USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

18% more capital invested

Capital invested by funds: $136M → $161M (+$24.8M)

7% more funds holding

Funds holding: 41 → 44 (+3)

0.03% more ownership

Funds ownership: 69.59% → 69.62% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% 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
6
Increased
18
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.5M
2
Bank of America
Bank of America
North Carolina
+$3.6M
3
LPL Financial
LPL Financial
California
+$1.76M
4
Morgan Stanley
Morgan Stanley
New York
+$707K
5
DWM
Destination Wealth Management
California
+$647K

Top Sellers

1
Mariner
Mariner
Kansas
-$794K
2
RSWM
Robertson Stephens Wealth Management
California
-$363K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$289K
4
Jane Street
Jane Street
New York
-$258K
5
UBS Group
UBS Group
Switzerland
-$193K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$228K +$224K +5,113 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$215K +$212K +4,829 New
PCS
28
Private Client Services
Kentucky
$208K +$205K +4,672 New
PS
29
Principal Securities
Iowa
$115K +$111K +2,530 +4,774%
EWA
30
EP Wealth Advisors
California
$112K -$60K -1,370 -35%
SAM
31
Smartleaf Asset Management
Massachusetts
$111K – – –
William Blair & Company
32
William Blair & Company
Illinois
$95.1K – – –
NS
33
NBC Securities
Alabama
$40K – – –
GWM
34
Geneos Wealth Management
Colorado
$38.3K – – –
KFO
35
Kopp Family Office
Minnesota
$37K – – –
NFSG
36
Newbridge Financial Services Group
Florida
$33.1K – – –
AIC
37
Archer Investment Corporation
Indiana
$26.4K – – –
WP
38
WealthShield Partners
North Carolina
$24.7K – – –
S
39
SignatureFD
Georgia
$20.7K +$832 +19 +4%
PTC
40
Private Trust Company
Ohio
$13.4K +$4.16K +95 +46%
Citigroup
41
Citigroup
New York
$7.97K – – –
HI
42
Harbour Investments
Wisconsin
$2.05K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.41K +55 New
Wells Fargo
44
Wells Fargo
California
$40 +$44 +1 New
RSWM
45
Robertson Stephens Wealth Management
California
– -$363K -8,520 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$289K -6,776 Closed
TSWM
47
Tyler-Stone Wealth Management
Ohio
– -$35.4K -832 Closed
1
2

IMTB Hedge Fund Activity: Q3 2024 in Review

44 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2024, worth a combined $161M — up 18% from $136M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IMTB positions and 3 closed out — a net gain of 3 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $11.5M. The largest seller was Mariner, cutting an estimated $794K.

  • 44 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2024, up from 41 in Q2 2024.
  • Funds reported $161M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2024 and 3 closed out, a net change of +3 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $11.5M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2024 was Mariner, an estimated $794K sold.

Based on aggregated 13F filings for Q3 2024.