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iShares Core 5-10 Year USD Bond ETF

54 hedge funds and large institutions have $196M invested in iShares Core 5-10 Year USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

13% more funds holding

Funds holding: 4854 (+6)

1.57% more ownership

Funds ownership: 74.75%76.32% (+1.6%)

4% more capital invested

Capital invested by funds: $189M → $196M (+$6.63M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
18
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$486K +$9.43K +216 +2%
RP
27
Rice Partnership
Hawaii
$409K +$13.5K +308 +3%
RIP
28
Reliant Investment Partners
North Carolina
$396K -$830 -19 -0.2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$362K +$127K +2,906 +55%
CLP
30
Charis Legacy Partners
Texas
$314K
CIA
31
Concurrent Investment Advisors
Florida
$298K -$24.1K -551 -8%
PS
32
Principal Securities
Iowa
$279K -$743 -17 -0.3%
JWM
33
JGP Wealth Management
Oregon
$254K
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$225K
CFG
35
Chapman Financial Group
Hawaii
$99.8K
William Blair & Company
36
William Blair & Company
Illinois
$82.7K -$2.53K -58 -3%
EB
37
Eastern Bank
Massachusetts
$44.6K
KFO
38
Kopp Family Office
Minnesota
$40.3K
NS
39
NBC Securities
Alabama
$39.8K
GWM
40
Geneos Wealth Management
Colorado
$38K
S
41
SignatureFD
Georgia
$33.1K +$393 +9 +1%
NFSG
42
Newbridge Financial Services Group
Florida
$32.9K
AIC
43
Archer Investment Corporation
Indiana
$29.8K
WP
44
WealthShield Partners
North Carolina
$24.5K
CIAS
45
Capital Investment Advisory Services
North Carolina
$22.1K +$21.8K +500 New
PTC
46
Private Trust Company
Ohio
$15.3K
ASN
47
Advisory Services Network
Georgia
$13K +$12.8K +293 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$8.53K +$8.39K +192 New
Citigroup
49
Citigroup
New York
$7.91K
GSWM
50
Golden State Wealth Management
California
$6.99K -$218 -5 -3%

IMTB Hedge Fund Activity: Q3 2025 in Review

54 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2025, worth a combined $196M — up 3.5% from $189M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IMTB positions and 1 closed out — a net gain of 6 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $2.73M. The largest seller was Jane Street, cutting an estimated $2.66M.

  • 54 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2025, up from 48 in Q2 2025.
  • Funds reported $196M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2025, up 3.5% quarter-over-quarter.
  • 7 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2025 and 1 closed out, a net change of +6 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2025 was Summit Financial, an estimated $2.73M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2025 was Jane Street, an estimated $2.66M sold.

Based on aggregated 13F filings for Q3 2025.