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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

48 hedge funds and large institutions have $188M invested in iShares Core 5-10 Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
–
Holders Change %
0%
% 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
17
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNC
First National Corp
Massachusetts
$11.3M
2
OWA
Octavia Wealth Advisors
Ohio
$25.4M
3
Jane Street
Jane Street
New York
$4.99M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.08M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.72M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$19.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.06M
3
Mariner
Mariner
Kansas
$51M
4
CIA
Concurrent Investment Advisors
Florida
$318K
5
Osaic Holdings
Osaic Holdings
Arizona
$707K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIP
26
Reliant Investment Partners
North Carolina
$392K – – –
RP
27
Rice Partnership
Hawaii
$390K +$14.1K +324 +4%
Citadel Advisors
28
Citadel Advisors
Florida
$331K +$331K +7,591 New
CIA
29
Concurrent Investment Advisors
Florida
$318K -$345K -7,899 -52%
CLP
30
Charis Legacy Partners
Texas
$310K – – –
PS
31
Principal Securities
Iowa
$276K -$25.7K -590 -9%
JWM
32
JGP Wealth Management
Oregon
$251K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$230K +$230K +5,282 New
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$222K – – –
CFG
35
Chapman Financial Group
Hawaii
$98.5K +$98.5K +2,257 New
William Blair & Company
36
William Blair & Company
Illinois
$84.1K -$2.01K -46 -2%
EB
37
Eastern Bank
Massachusetts
$44K – – –
KFO
38
Kopp Family Office
Minnesota
$39.7K – – –
NS
39
NBC Securities
Alabama
$39K – – –
GWM
40
Geneos Wealth Management
Colorado
$37.5K -$70.2K -1,610 -65%
NFSG
41
Newbridge Financial Services Group
Florida
$32.5K – – –
S
42
SignatureFD
Georgia
$32.3K +$1.88K +43 +6%
AIC
43
Archer Investment Corporation
Indiana
$29.4K – – –
WP
44
WealthShield Partners
North Carolina
$24.2K -$24.2K -555 -50%
PTC
45
Private Trust Company
Ohio
$15.1K +$1.96K +45 +15%
Citigroup
46
Citigroup
New York
$7.81K – – –
GSWM
47
Golden State Wealth Management
California
$7.13K +$87 +2 +1%
HI
48
Harbour Investments
Wisconsin
$2.08K +$43 +1 +2%
Wells Fargo
49
Wells Fargo
California
$17 -$28 -1 Closed
OMC
50
Old Mission Capital
Illinois
– -$281K -6,472 Closed
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