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iShares Core 5-10 Year USD Bond ETF
IMTB

61 hedge funds and large institutions have $202M invested in iShares Core 5-10 Year USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

9% more funds holding

Funds holding: 56 → 61 (+5)

0% more capital invested

Capital invested by funds: $202M → $202M (+$561K)

0.3% less ownership

Funds ownership: 72.49% → 72.19% (-0.3%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
24
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
Mariner
Kansas
+$5.86M
2
Raymond James Financial
Raymond James Financial
Florida
+$5.52M
3
LPL Financial
LPL Financial
California
+$3.64M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.49M
5
Goldman Sachs
Goldman Sachs
New York
+$2.06M

Top Sellers

1
OWA
Octavia Wealth Advisors
Ohio
-$9.01M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.88M
3
Jane Street
Jane Street
New York
-$831K
4
PFM
Phillips Financial Management
Indiana
-$508K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
51
Capital Investment Advisory Services
North Carolina
$21.9K – – –
PTC
52
Private Trust Company
Ohio
$15.1K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$13.1K +$13.3K +300 New
TPWA
54
Twin Peaks Wealth Advisors
California
$10.2K +$10.3K +233 New
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$8.64K +$88 +2 +1%
Citigroup
56
Citigroup
New York
$7.84K – – –
GSWM
57
Golden State Wealth Management
California
$6.77K +$44 +1 +0.7%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$3.99K +$4.02K +91 New
SAM
59
Smartleaf Asset Management
Massachusetts
$2.84K – – –
HI
60
Harbour Investments
Wisconsin
$2.16K – – –
Wells Fargo
61
Wells Fargo
California
$22 – – –
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
– -$275K -6,230 Closed
KAS
63
Kestra Advisory Services
Texas
– -$52.9K -1,196 Closed
KFI
64
Key Financial Inc
Pennsylvania
– -$88 -2 Closed
1 2
3

IMTB Hedge Fund Activity: Q1 2026 in Review

61 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q1 2026, worth a combined $202M — up 0.28% from $202M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IMTB positions and 3 closed out — a net gain of 6 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Mariner, adding an estimated $5.86M. The largest seller was Octavia Wealth Advisors, cutting an estimated $9.01M.

  • 61 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q1 2026, up from 56 in Q4 2025.
  • Funds reported $202M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2026, up 0.28% quarter-over-quarter.
  • 9 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q1 2026 and 3 closed out, a net change of +6 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q1 2026 was Mariner, an estimated $5.86M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q1 2026 was Octavia Wealth Advisors, an estimated $9.01M sold.

Based on aggregated 13F filings for Q1 2026.