iShares Core 5-10 Year USD Bond ETF
IMTB
48 hedge funds and large institutions have $189M invested in iShares Core 5-10 Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
17% more capital invested
Capital invested by funds: $162M → $189M (+$27.3M)
4.47% more ownership
Funds ownership: 70.28% → 74.75% (+4.5%)
0% more funds holding
Funds holding: 48 → 48 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FNC
First National Corp
Rockland,
Massachusetts
|
+$11.2M |
| 2 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$4.14M |
| 3 |
Jane Street
New York
|
+$3.56M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$881K |
| 5 |
JP Morgan Chase
New York
|
+$797K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$691K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$509K |
| 3 |
Mariner
Overland Park,
Kansas
|
-$353K |
| 4 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$340K |
| 5 |
Morgan Stanley
New York
|
-$288K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| – | -$10.7K | -246 | Closed |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -55 | Closed |
|
|
AWM
53
AE Wealth Management
Topeka,
Kansas
| – | -$1.65K | -38 | Closed |
|
IMTB Hedge Fund Activity: Q2 2025 in Review
48 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q2 2025, worth a combined $189M — up 17% from $162M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IMTB positions and 5 closed out — a net gain of 1 holder — while 18 added to existing stakes and 14 trimmed.
The largest buyer was First National Corp, opening a new position worth an estimated $11.2M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $691K.
- 48 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $189M of iShares Core 5-10 Year USD Bond ETF stock for Q2 2025, up 17% quarter-over-quarter.
- 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q2 2025 and 5 closed out, a net change of +1 holder.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q2 2025 was First National Corp, an estimated $11.2M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $691K sold.
Based on aggregated 13F filings for Q2 2025.