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iShares Core 5-10 Year USD Bond ETF
IMTB

56 hedge funds and large institutions have $202M invested in iShares Core 5-10 Year USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

4% more funds holding

Funds holding: 54 → 56 (+2)

3% more capital invested

Capital invested by funds: $196M → $202M (+$6.24M)

3.83% less ownership

Funds ownership: 76.32% → 72.49% (-3.8%)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
6
Increased
20
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.14M
2
Raymond James Financial
Raymond James Financial
Florida
+$2.27M
3
OWA
Octavia Wealth Advisors
Ohio
+$2.24M
4
GRP
Global Retirement Partners
California
+$2.18M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.91M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.83M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$265K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$164K
5
PA
PFG Advisors
Arizona
-$121K
Name Holding Trade Value Shares
Change 		Change in
Stake
RP
26
Rice Partnership
Hawaii
$484K +$75.3K +1,700 +18%
MML Investors Services
27
MML Investors Services
Massachusetts
$472K -$13.8K -311 -3%
RIP
28
Reliant Investment Partners
North Carolina
$441K +$44.8K +1,011 +11%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$340K -$21.9K -495 -6%
CLP
30
Charis Legacy Partners
Texas
$314K – – –
CIA
31
Concurrent Investment Advisors
Florida
$288K -$10.4K -236 -3%
PS
32
Principal Securities
Iowa
$279K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$275K -$265K -5,982 -49%
JWM
34
JGP Wealth Management
Oregon
$254K – – –
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$225K – – –
CFG
36
Chapman Financial Group
Hawaii
$99.8K – – –
William Blair & Company
37
William Blair & Company
Illinois
$82.7K – – –
GFA
38
Godfrey Financial Associates
New York
$58.1K +$58.2K +1,314 New
KAS
39
Kestra Advisory Services
Texas
$52.9K +$53K +1,196 New
EB
40
Eastern Bank
Massachusetts
$44.6K – – –
KFO
41
Kopp Family Office
Minnesota
$40.3K – – –
NS
42
NBC Securities
Alabama
$39.8K – – –
GWM
43
Geneos Wealth Management
Colorado
$38K – – –
S
44
SignatureFD
Georgia
$33.6K +$487 +11 +1%
NFSG
45
Newbridge Financial Services Group
Florida
$32.9K – – –
AIC
46
Archer Investment Corporation
Indiana
$29.7K – – –
WP
47
WealthShield Partners
North Carolina
$24.5K – – –
CIAS
48
Capital Investment Advisory Services
North Carolina
$22.1K – – –
PTC
49
Private Trust Company
Ohio
$15.2K – – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$8.65K +$133 +3 +2%
1
2
3

IMTB Hedge Fund Activity: Q4 2025 in Review

56 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2025, worth a combined $202M — up 3.2% from $196M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IMTB positions and 3 closed out — a net gain of 3 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $3.14M. The largest seller was Bank of America, cutting an estimated $4M.

  • 56 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2025, up from 54 in Q3 2025.
  • Funds reported $202M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2025, up 3.2% quarter-over-quarter.
  • 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2025 and 3 closed out, a net change of +3 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2025 was UBS Group, an estimated $3.14M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2025 was Bank of America, an estimated $4M sold.

Based on aggregated 13F filings for Q4 2025.