iShares Core 5-10 Year USD Bond ETF
IMTB
43 hedge funds and large institutions have $44.5M invested in iShares Core 5-10 Year USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
5% more funds holding
Funds holding: 41 → 43 (+2)
15.08% less ownership
Funds ownership: 64.84% → 49.76% (-15%)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
33% less capital invested
Capital invested by funds: $66.5M → $44.5M (-$21.9M)
Top Buyers
| 1 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$2.95M |
| 2 |
CFS
Cannon Financial Strategists
Athens,
Georgia
|
+$2.33M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.34M |
| 4 |
Jane Street
New York
|
+$865K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$304K |
Top Sellers
| 1 |
Mariner
Overland Park,
Kansas
|
-$6.82M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$6.28M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.07M |
| 4 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
-$4.25M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| – | +$45 | +1 | New |
|
IMTB Hedge Fund Activity: Q2 2022 in Review
43 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q2 2022, worth a combined $44.5M — down 33% from $66.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IMTB positions and 9 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Phillips Financial Management, opening a new position worth an estimated $2.95M. The largest seller was Mariner, cutting an estimated $6.82M.
- 43 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q2 2022, up from 41 in Q1 2022.
- Funds reported $44.5M of iShares Core 5-10 Year USD Bond ETF stock for Q2 2022, down 33% quarter-over-quarter.
- 11 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q2 2022 and 9 closed out, a net change of +2 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q2 2022 was Phillips Financial Management, an estimated $2.95M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q2 2022 was Mariner, an estimated $6.82M sold.
Based on aggregated 13F filings for Q2 2022.