iShares Core 5-10 Year USD Bond ETF
IMTB
44 hedge funds and large institutions have $111M invested in iShares Core 5-10 Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 8 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
0% more capital invested
Capital invested by funds: $111M → $111M (+$453K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.19% less ownership
Funds ownership: 66.95% → 64.75% (-2.2%)
10% less funds holding
Funds holding: 49 → 44 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$3.52M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.27M |
| 3 |
Jane Street
New York
|
-$1.68M |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$978K |
| 5 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
-$928K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$10.5K | -241 | Closed |
|
|
AWM
52
Able Wealth Management
Toms River,
New Jersey
| – | -$2.5K | -57 | Closed |
|
IMTB Hedge Fund Activity: Q1 2024 in Review
44 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q1 2024, worth a combined $111M — up 0.41% from $111M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IMTB and 3 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 16 added.
The largest buyer was TAP Consulting, opening a new position worth an estimated $4.36M. The largest seller was Morgan Stanley, cutting an estimated $3.52M.
- 44 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q1 2024, down from 49 in Q4 2023.
- Funds reported $111M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2024, up 0.41% quarter-over-quarter.
- 3 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q1 2024 and 8 closed out, a net change of -5 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q1 2024 was TAP Consulting, an estimated $4.36M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.52M sold.
Based on aggregated 13F filings for Q1 2024.