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iShares Core 5-10 Year USD Bond ETF
IMTB

9 hedge funds and large institutions have $22.1M invested in iShares Core 5-10 Year USD Bond ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 6 → 9 (+3)

11.29% less ownership

Funds ownership: 85.75% → 74.46% (-11%)

13% less capital invested

Capital invested by funds: $25.3M → $22.1M (-$3.21M)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
9
Holders Change
+3
Holders Change %
+50%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Destination Wealth Management
California
+$9.28M
2
Citadel Advisors
Citadel Advisors
Florida
+$725K
3
LPL Financial
LPL Financial
California
+$378K
4
Bank of America
Bank of America
North Carolina
+$120K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.43K

Top Sellers

1
BlackRock
BlackRock
New York
-$9.92M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.44M
3
Jane Street
Jane Street
New York
-$493K
4
AG
Advisor Group
Arizona
-$9.37K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$9.91M -$9.92M -200,000 -50%
DWM
2
Destination Wealth Management
California
$9.27M +$9.28M +187,128 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.34M -$3.44M -69,463 -72%
Citadel Advisors
4
Citadel Advisors
Florida
$724K +$725K +14,615 New
LPL Financial
5
LPL Financial
California
$377K +$378K +7,613 New
Jane Street
6
Jane Street
New York
$345K -$493K -9,950 -59%
Bank of America
7
Bank of America
North Carolina
$134K +$120K +2,429 +855%
AG
8
Advisor Group
Arizona
$27K -$9.37K -189 -26%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$11K +$2.43K +49 +28%

IMTB Hedge Fund Activity: Q2 2017 in Review

9 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q2 2017, worth a combined $22.1M — down 13% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IMTB positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Destination Wealth Management, opening a new position worth an estimated $9.28M. The largest seller was BlackRock, cutting an estimated $9.92M.

  • 9 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q2 2017, up from 6 in Q1 2017.
  • Funds reported $22.1M of iShares Core 5-10 Year USD Bond ETF stock for Q2 2017, down 13% quarter-over-quarter.
  • 3 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q2 2017 and 0 closed out, a net change of +3 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q2 2017 was Destination Wealth Management, an estimated $9.28M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q2 2017 was BlackRock, an estimated $9.92M sold.

Based on aggregated 13F filings for Q2 2017.