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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$9.91M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$574K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$382K |
IMTB Hedge Fund Activity: Q3 2017 in Review
12 of the 4,022 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.