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iShares Core 5-10 Year USD Bond ETF
IMTB

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.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $150M → $162M (+$11.3M)

2% more funds holding

Funds holding: 47 → 48 (+1)

0.56% less ownership

Funds ownership: 70.84% → 70.28% (-0.56%)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.64%
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
Octavia Wealth Advisors
Ohio
+$11.5M
2
Bank of America
Bank of America
North Carolina
+$2.79M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.52M
4
Mariner
Mariner
Kansas
+$1.24M
5
Morgan Stanley
Morgan Stanley
New York
+$1.21M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$1.54M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.04M
3
LPL Financial
LPL Financial
California
-$499K
4
SWP
Stratos Wealth Partners
Ohio
-$254K
5
PCS
Private Client Services
Kentucky
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
5W
26
5T Wealth
California
$310K -$53.8K -1,257 -15%
CLP
27
Charis Legacy Partners
Texas
$308K +$304K +7,100 New
PS
28
Principal Securities
Iowa
$293K – – –
OMC
29
Old Mission Capital
Illinois
$281K +$277K +6,472 New
JWM
30
JGP Wealth Management
Oregon
$250K – – –
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$221K – – –
GWM
32
Geneos Wealth Management
Colorado
$107K +$68.9K +1,610 +187%
William Blair & Company
33
William Blair & Company
Illinois
$85.7K -$3K -70 -3%
WP
34
WealthShield Partners
North Carolina
$48.2K +$23.8K +555 +100%
EB
35
Eastern Bank
Massachusetts
$43.7K +$43.2K +1,008 New
KFO
36
Kopp Family Office
Minnesota
$39.5K – – –
NS
37
NBC Securities
Alabama
$39K +$38.5K +900 New
NFSG
38
Newbridge Financial Services Group
Florida
$32.3K – – –
S
39
SignatureFD
Georgia
$30.3K +$5.35K +125 +22%
AIC
40
Archer Investment Corporation
Indiana
$29.2K – – –
PTC
41
Private Trust Company
Ohio
$13K – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$10.7K +$10.5K +246 New
Citigroup
43
Citigroup
New York
$7.77K – – –
GSWM
44
Golden State Wealth Management
California
$7.01K +$43 +1 +0.6%
HI
45
Harbour Investments
Wisconsin
$2.04K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
AWM
47
AE Wealth Management
Kansas
$1.65K – – –
Wells Fargo
48
Wells Fargo
California
$28 +$43 +1 New
Financial Engines Advisors
49
Financial Engines Advisors
California
– -$1.54M -36,393 Closed
SWP
50
Stratos Wealth Partners
Ohio
– -$254K -5,975 Closed
1
2
3

IMTB Hedge Fund Activity: Q1 2025 in Review

48 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q1 2025, worth a combined $162M — up 7.5% from $150M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IMTB positions and 4 closed out — a net gain of 4 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Octavia Wealth Advisors, adding an estimated $11.5M. The largest seller was Financial Engines Advisors, exiting entirely with an estimated $1.54M sold.

  • 48 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q1 2025, up from 47 in Q4 2024.
  • Funds reported $162M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2025, up 7.5% quarter-over-quarter.
  • 8 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q1 2025 and 4 closed out, a net change of +4 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q1 2025 was Octavia Wealth Advisors, an estimated $11.5M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q1 2025 was Financial Engines Advisors, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2025.