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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

47 hedge funds and large institutions have $150M invested in iShares Core 5-10 Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
19
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$21.1M
2
OWA
2
Octavia Wealth Advisors
Ohio
$9.18M
3
GRP
3
Global Retirement Partners
California
$6.9M
4
Bank of America
4
Bank of America
North Carolina
$8.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.58M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$968K
2
LPL Financial
2
LPL Financial
California
$3.47M
3
Jane Street
3
Jane Street
New York
$842K
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
5W
26
5T Wealth
California
$356K 8,398 +8,398 New
RP
27
Rice Partnership
Hawaii
$356K 8,396 +615 +8%
PS
28
Principal Securities
Iowa
$293K 6,914 +4,331 +168%
SWP
29
Stratos Wealth Partners
Ohio
$254K 5,975 +862 +17%
JWM
30
JGP Wealth Management
Oregon
$244K 5,756 – –
PCS
31
Private Client Services
Kentucky
$224K 5,275 +603 +13%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$216K 5,087 -847 -14%
CFG
33
Chapman Financial Group
Hawaii
$95.8K 2,257 +2,257 New
William Blair & Company
34
William Blair & Company
Illinois
$86.8K 2,044 -92 -4%
HR
35
Howe & Rusling
New York
$57.8K 1,362 +1,362 New
KFO
36
Kopp Family Office
Minnesota
$39K 911 +77 +9%
GWM
37
Geneos Wealth Management
Colorado
$36.5K 860 – –
NFSG
38
Newbridge Financial Services Group
Florida
$31.6K 744 – –
AIC
39
Archer Investment Corporation
Indiana
$28.6K 673 +80 +13%
S
40
SignatureFD
Georgia
$24.3K 573 +108 +23%
WP
41
WealthShield Partners
North Carolina
$23.6K 555 – –
PTC
42
Private Trust Company
Ohio
$12.7K 300 – –
Citigroup
43
Citigroup
New York
$7.6K 179 – –
GSWM
44
Golden State Wealth Management
California
$6.81K 160 +160 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$2K 55 – –
HI
46
Harbour Investments
Wisconsin
$1.98K 47 +1 +2%
AWM
47
AE Wealth Management
Kansas
$1.61K 38 +38 New
Wells Fargo
48
Wells Fargo
California
– – -1 Closed
JWCA
49
J.W. Cole Advisors
Florida
– – -5,344 Closed
EWA
50
EP Wealth Advisors
California
– – -2,526 Closed
1
2
3