iShares Core 5-10 Year USD Bond ETF
IMTB
54 hedge funds and large institutions have $196M invested in iShares Core 5-10 Year USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
13% more funds holding
Funds holding: 48 → 54 (+6)
1.57% more ownership
Funds ownership: 74.75% → 76.32% (+1.6%)
4% more capital invested
Capital invested by funds: $189M → $196M (+$6.63M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$2.73M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.86M |
| 3 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$1.63M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.25M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$708K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.66M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.54M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.25M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.04M |
| 5 |
JP Morgan Chase
New York
|
-$510K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $2.13K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $1.59K | +$1.57K | +36 | New |
|
53
AssetMark Inc
Concord,
California
| $133 | +$131 | +3 | New |
|
54
Wells Fargo
San Francisco,
California
| $44 | +$44 | +1 | New |
|
55
Citadel Advisors
Miami,
Florida
| – | -$331K | -7,591 | Closed |
|
IMTB Hedge Fund Activity: Q3 2025 in Review
54 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2025, worth a combined $196M — up 3.5% from $189M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IMTB positions and 1 closed out — a net gain of 6 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Summit Financial, opening a new position worth an estimated $2.73M. The largest seller was Jane Street, cutting an estimated $2.66M.
- 54 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2025, up from 48 in Q2 2025.
- Funds reported $196M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2025, up 3.5% quarter-over-quarter.
- 7 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2025 and 1 closed out, a net change of +6 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2025 was Summit Financial, an estimated $2.73M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2025 was Jane Street, an estimated $2.66M sold.
Based on aggregated 13F filings for Q3 2025.