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iShares Core 5-10 Year USD Bond ETF
IMTB

61 hedge funds and large institutions have $202M invested in iShares Core 5-10 Year USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

9% more funds holding

Funds holding: 56 → 61 (+5)

0% more capital invested

Capital invested by funds: $202M → $202M (+$561K)

0.3% less ownership

Funds ownership: 72.49% → 72.19% (-0.3%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
24
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
Mariner
Kansas
+$5.86M
2
Raymond James Financial
Raymond James Financial
Florida
+$5.52M
3
LPL Financial
LPL Financial
California
+$3.64M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.49M
5
Goldman Sachs
Goldman Sachs
New York
+$2.06M

Top Sellers

1
OWA
Octavia Wealth Advisors
Ohio
-$9.01M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.88M
3
Jane Street
Jane Street
New York
-$831K
4
PFM
Phillips Financial Management
Indiana
-$508K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$612K +$617K +13,956 New
TCIIS
27
TIAA-CREF Individual & Institutional Services
New York
$524K +$529K +11,960 New
RP
28
Rice Partnership
Hawaii
$502K +$22.6K +512 +5%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$500K – – –
RIP
30
Reliant Investment Partners
North Carolina
$490K +$53.3K +1,207 +12%
MML Investors Services
31
MML Investors Services
Massachusetts
$340K -$129K -2,911 -27%
CLP
32
Charis Legacy Partners
Texas
$311K – – –
Betterment LLC
33
Betterment LLC
New York
$292K +$294K +6,654 New
CIA
34
Concurrent Investment Advisors
Florida
$273K -$12.4K -280 -4%
PS
35
Principal Securities
Iowa
$268K -$8.84K -200 -3%
JWM
36
JGP Wealth Management
Oregon
$252K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$223K – – –
CMMS
38
Comprehensive Money Management Services
Florida
$210K +$211K +4,785 New
ASN
39
Advisory Services Network
Georgia
$166K +$168K +3,794 New
CFG
40
Chapman Financial Group
Hawaii
$98.9K – – –
William Blair & Company
41
William Blair & Company
Illinois
$76.5K -$5.48K -124 -7%
GFA
42
Godfrey Financial Associates
New York
$57.8K +$177 +4 +0.3%
EB
43
Eastern Bank
Massachusetts
$44.2K – – –
KFO
44
Kopp Family Office
Minnesota
$39.9K – – –
NS
45
NBC Securities
Alabama
$39.4K – – –
GWM
46
Geneos Wealth Management
Colorado
$37.7K – – –
S
47
SignatureFD
Georgia
$33.6K +$221 +5 +0.7%
NFSG
48
Newbridge Financial Services Group
Florida
$32.6K – – –
AIC
49
Archer Investment Corporation
Indiana
$29.5K – – –
WP
50
WealthShield Partners
North Carolina
$24.3K – – –
1
2
3

IMTB Hedge Fund Activity: Q1 2026 in Review

61 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q1 2026, worth a combined $202M — up 0.28% from $202M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IMTB positions and 3 closed out — a net gain of 6 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Mariner, adding an estimated $5.86M. The largest seller was Octavia Wealth Advisors, cutting an estimated $9.01M.

  • 61 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q1 2026, up from 56 in Q4 2025.
  • Funds reported $202M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2026, up 0.28% quarter-over-quarter.
  • 9 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q1 2026 and 3 closed out, a net change of +6 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q1 2026 was Mariner, an estimated $5.86M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q1 2026 was Octavia Wealth Advisors, an estimated $9.01M sold.

Based on aggregated 13F filings for Q1 2026.