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iShares Core 5-10 Year USD Bond ETF
IMTB

48 hedge funds and large institutions have $189M 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, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $162M → $189M (+$27.3M)

4.47% more ownership

Funds ownership: 70.28% → 74.75% (+4.5%)

0% more funds holding

Funds holding: 48 → 48 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
0.63%
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
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FNC
First National Corp
Massachusetts
+$11.2M
2
OWA
Octavia Wealth Advisors
Ohio
+$4.14M
3
Jane Street
Jane Street
New York
+$3.56M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$881K
5
JP Morgan Chase
JP Morgan Chase
New York
+$797K

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$691K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$509K
3
Mariner
Mariner
Kansas
-$353K
4
CIA
Concurrent Investment Advisors
Florida
-$340K
5
Morgan Stanley
Morgan Stanley
New York
-$288K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
26
Reliant Investment Partners
North Carolina
$392K – – –
RP
27
Rice Partnership
Hawaii
$390K +$13.9K +324 +4%
Citadel Advisors
28
Citadel Advisors
Florida
$331K +$326K +7,591 New
CIA
29
Concurrent Investment Advisors
Florida
$318K -$340K -7,899 -52%
CLP
30
Charis Legacy Partners
Texas
$310K – – –
PS
31
Principal Securities
Iowa
$276K -$25.4K -590 -9%
JWM
32
JGP Wealth Management
Oregon
$251K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$230K +$227K +5,282 New
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$222K – – –
CFG
35
Chapman Financial Group
Hawaii
$98.5K +$97.1K +2,257 New
William Blair & Company
36
William Blair & Company
Illinois
$84.1K -$1.98K -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 -$69.2K -1,610 -65%
NFSG
41
Newbridge Financial Services Group
Florida
$32.5K – – –
S
42
SignatureFD
Georgia
$32.3K +$1.85K +43 +6%
AIC
43
Archer Investment Corporation
Indiana
$29.4K – – –
WP
44
WealthShield Partners
North Carolina
$24.2K -$23.9K -555 -50%
PTC
45
Private Trust Company
Ohio
$15.1K +$1.94K +45 +15%
Citigroup
46
Citigroup
New York
$7.81K – – –
GSWM
47
Golden State Wealth Management
California
$7.13K +$86 +2 +1%
HI
48
Harbour Investments
Wisconsin
$2.08K +$43 +1 +2%
Wells Fargo
49
Wells Fargo
California
$17 -$43 -1 Closed
OMC
50
Old Mission Capital
Illinois
– -$281K -6,472 Closed
1
2
3

IMTB Hedge Fund Activity: Q2 2025 in Review

48 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q2 2025, worth a combined $189M — up 17% from $162M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IMTB positions and 5 closed out — a net gain of 1 holder — while 18 added to existing stakes and 14 trimmed.

The largest buyer was First National Corp, opening a new position worth an estimated $11.2M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $691K.

  • 48 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $189M of iShares Core 5-10 Year USD Bond ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q2 2025 and 5 closed out, a net change of +1 holder.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q2 2025 was First National Corp, an estimated $11.2M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $691K sold.

Based on aggregated 13F filings for Q2 2025.