iShares Core 5-10 Year USD Bond ETF
IMTB
12 hedge funds and large institutions have $23.4M invested in iShares Core 5-10 Year USD Bond ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
33% more funds holding
Funds holding: 9 → 12 (+3)
6% more capital invested
Capital invested by funds: $22.1M → $23.4M (+$1.32M)
7.07% less ownership
Funds ownership: 74.46% → 67.39% (-7.1%)
Top Buyers
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$3.57M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$3.53M |
| 3 |
Jane Street
New York
|
+$3.1M |
| 4 |
VF
Virtu Financial
New York
|
+$1.22M |
| 5 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
+$349K |
Top Sellers
| 1 |
BlackRock
New York
|
-$9.91M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$574K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$382K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
1
Destination Wealth Management
Walnut Creek,
California
| $12.9M | +$3.57M | +71,730 | +38% |
|
|
DADC
2
D.A. Davidson & Co
Great Falls,
Montana
| $3.53M | +$3.53M | +70,969 | New |
|
|
3
Jane Street
New York
| $3.44M | +$3.1M | +62,277 | +895% |
|
|
VF
4
Virtu Financial
New York
| $1.22M | +$1.22M | +24,558 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $766K | -$574K | -11,544 | -43% |
|
6
LPL Financial
San Diego,
California
| $560K | +$182K | +3,649 | +48% |
|
|
DIA
7
Davidson Investment Advisors
Great Falls,
Montana
| $348K | +$349K | +7,012 | New |
|
|
8
Citadel Advisors
Miami,
Florida
| $345K | -$382K | -7,670 | -52% |
|
9
Bank of America
Charlotte,
North Carolina
| $289K | +$154K | +3,089 | +114% |
|
|
AG
10
Advisor Group
Phoenix,
Arizona
| $48K | +$21.2K | +427 | +78% |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $32K | +$21.3K | +428 | +191% |
|
|
GRP
12
Global Retirement Partners
San Rafael,
California
| $3K | +$2.84K | +57 | New |
|
|
13
BlackRock
New York
| – | -$9.91M | -200,000 | Closed |
|
IMTB Hedge Fund Activity: Q3 2017 in Review
12 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 Q3 2017, worth a combined $23.4M — up 6% from $22.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IMTB positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Destination Wealth Management, adding an estimated $3.57M. The largest seller was BlackRock, exiting entirely with an estimated $9.91M sold.
- 12 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2017, up from 9 in Q2 2017.
- Funds reported $23.4M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2017, up 6% quarter-over-quarter.
- 4 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2017 and 1 closed out, a net change of +3 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2017 was Destination Wealth Management, an estimated $3.57M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2017 was BlackRock, an estimated $9.91M sold.
Based on aggregated 13F filings for Q3 2017.