iShares Core 5-10 Year USD Bond ETF
IMTB
56 hedge funds and large institutions have $202M invested in iShares Core 5-10 Year USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
4% more funds holding
Funds holding: 54 → 56 (+2)
3% more capital invested
Capital invested by funds: $196M → $202M (+$6.24M)
3.83% less ownership
Funds ownership: 76.32% → 72.49% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.14M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.27M |
| 3 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$2.24M |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$2.18M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.83M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$265K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$164K |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$121K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $7.91K | – | – | – |
|
|
GSWM
52
Golden State Wealth Management
Santa Ana,
California
| $6.78K | -$221 | -5 | -3% |
|
|
SAM
53
Smartleaf Asset Management
Boston,
Massachusetts
| $2.88K | +$2.88K | +65 | New |
|
|
HI
54
Harbour Investments
Madison,
Wisconsin
| $2.16K | +$44 | +1 | +2% |
|
|
KFI
55
Key Financial Inc
West Chester,
Pennsylvania
| $88 | +$89 | +2 | New |
|
56
Wells Fargo
San Francisco,
California
| $44 | – | – | – |
|
|
ASN
57
Advisory Services Network
Atlanta,
Georgia
| – | -$13K | -293 | Closed |
|
58
Fidelity Investments
Boston,
Massachusetts
| – | -$1.59K | -36 | Closed |
|
59
AssetMark Inc
Concord,
California
| – | -$133 | -3 | Closed |
|
IMTB Hedge Fund Activity: Q4 2025 in Review
56 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2025, worth a combined $202M — up 3.2% from $196M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IMTB positions and 3 closed out — a net gain of 3 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was UBS Group, adding an estimated $3.14M. The largest seller was Bank of America, cutting an estimated $4M.
- 56 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2025, up from 54 in Q3 2025.
- Funds reported $202M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2025, up 3.2% quarter-over-quarter.
- 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2025 and 3 closed out, a net change of +3 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2025 was UBS Group, an estimated $3.14M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2025 was Bank of America, an estimated $4M sold.
Based on aggregated 13F filings for Q4 2025.