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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

48 hedge funds and large institutions have $162M invested in iShares Core 5-10 Year USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
19
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWA
1
Octavia Wealth Advisors
Ohio
$21M
2
Bank of America
2
Bank of America
North Carolina
$11.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.56M
4
Mariner
4
Mariner
Kansas
$51.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.45M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$20.5M
3
LPL Financial
3
LPL Financial
California
$3.04M
4
SWP
4
Stratos Wealth Partners
Ohio
$0
5
PCS
5
Private Client Services
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
5W
26
5T Wealth
California
$310K 7,141 -1,257 -15%
CLP
27
Charis Legacy Partners
Texas
$308K 7,100 +7,100 New
PS
28
Principal Securities
Iowa
$293K 6,914 – –
OMC
29
Old Mission Capital
Illinois
$281K 6,472 +6,472 New
JWM
30
JGP Wealth Management
Oregon
$250K 5,756 – –
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$221K 5,087 – –
GWM
32
Geneos Wealth Management
Colorado
$107K 2,470 +1,610 +187%
William Blair & Company
33
William Blair & Company
Illinois
$85.7K 1,974 -70 -3%
WP
34
WealthShield Partners
North Carolina
$48.2K 1,110 +555 +100%
EB
35
Eastern Bank
Massachusetts
$43.7K 1,008 +1,008 New
KFO
36
Kopp Family Office
Minnesota
$39.5K 911 – –
NS
37
NBC Securities
Alabama
$39K 900 +900 New
NFSG
38
Newbridge Financial Services Group
Florida
$32.3K 744 – –
S
39
SignatureFD
Georgia
$30.3K 698 +125 +22%
AIC
40
Archer Investment Corporation
Indiana
$29.2K 673 – –
PTC
41
Private Trust Company
Ohio
$13K 300 – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$10.7K 246 +246 New
Citigroup
43
Citigroup
New York
$7.77K 179 – –
GSWM
44
Golden State Wealth Management
California
$7.01K 161 +1 +0.6%
HI
45
Harbour Investments
Wisconsin
$2.04K 47 – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2K 55 – –
AWM
47
AE Wealth Management
Kansas
$1.65K 38 – –
Wells Fargo
48
Wells Fargo
California
$28 1 +1 New
Financial Engines Advisors
49
Financial Engines Advisors
California
– – -36,393 Closed
SWP
50
Stratos Wealth Partners
Ohio
– – -5,975 Closed
1
2
3