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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

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.

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

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$26.8M
2
Bank of America
2
Bank of America
North Carolina
$7.47M
3
LPL Financial
3
LPL Financial
California
$4.82M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.37M
5
DWM
5
Destination Wealth Management
California
$19.1M

Top Sellers

1
Mariner
1
Mariner
Kansas
$49.6M
2
RSWM
2
Robertson Stephens Wealth Management
California
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Jane Street
4
Jane Street
New York
$1.98M
5
UBS Group
5
UBS Group
Switzerland
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$228K 5,113 +5,113 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$215K 4,829 +4,829 New
PCS
28
Private Client Services
Kentucky
$208K 4,672 +4,672 New
PS
29
Principal Securities
Iowa
$115K 2,583 +2,530 +4,774%
EWA
30
EP Wealth Advisors
California
$112K 2,526 -1,370 -35%
SAM
31
Smartleaf Asset Management
Massachusetts
$111K 2,491 – –
William Blair & Company
32
William Blair & Company
Illinois
$95.1K 2,136 – –
NS
33
NBC Securities
Alabama
$40K 900 – –
GWM
34
Geneos Wealth Management
Colorado
$38.3K 860 – –
KFO
35
Kopp Family Office
Minnesota
$37K 834 – –
NFSG
36
Newbridge Financial Services Group
Florida
$33.1K 744 – –
AIC
37
Archer Investment Corporation
Indiana
$26.4K 593 – –
WP
38
WealthShield Partners
North Carolina
$24.7K 555 – –
S
39
SignatureFD
Georgia
$20.7K 465 +19 +4%
PTC
40
Private Trust Company
Ohio
$13.4K 300 +95 +46%
Citigroup
41
Citigroup
New York
$7.97K 179 – –
HI
42
Harbour Investments
Wisconsin
$2.05K 46 – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2K 55 +55 New
Wells Fargo
44
Wells Fargo
California
$40 1 +1 New
RSWM
45
Robertson Stephens Wealth Management
California
– – -8,520 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– – -6,776 Closed
TSWM
47
Tyler-Stone Wealth Management
Ohio
– – -832 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
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