iShares Core 5-10 Year USD Bond ETF
IMTB
49 hedge funds and large institutions have $111M invested in iShares Core 5-10 Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
11% more funds holding
Funds holding: 44 → 49 (+5)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
9.04% less ownership
Funds ownership: 75.99% → 66.95% (-9%)
21% less capital invested
Capital invested by funds: $141M → $111M (-$30.1M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.21M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.17M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$942K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$924K |
| 5 |
CFS
Cannon Financial Strategists
Athens,
Georgia
|
+$663K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$28.7M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$8.38M |
| 3 |
Jane Street
New York
|
-$8.32M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$1.85M |
| 5 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$488K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
51
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$233K | -5,664 | Closed |
|
|
RA
52
RFG Advisory
Birmingham,
Alabama
| – | -$220K | -5,346 | Closed |
|
53
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$220K | -5,338 | Closed |
|
|
GRP
54
Global Retirement Partners
San Rafael,
California
| – | -$65.8K | -1,624 | Closed |
|
IMTB Hedge Fund Activity: Q4 2023 in Review
49 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2023, worth a combined $111M — down 21% from $141M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IMTB positions and 5 closed out — a net gain of 5 holders — while 14 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.21M. The largest seller was CGN Advisors, cutting an estimated $28.7M.
- 49 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2023, up from 44 in Q3 2023.
- Funds reported $111M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2023, down 21% quarter-over-quarter.
- 10 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2023 and 5 closed out, a net change of +5 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $6.21M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2023 was CGN Advisors, an estimated $28.7M sold.
Based on aggregated 13F filings for Q4 2023.