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iShares Core 5-10 Year USD Bond ETF
IMTB

14 hedge funds and large institutions have $20.3M invested in iShares Core 5-10 Year USD Bond ETF in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

17% more funds holding

Funds holding: 12 → 14 (+2)

9.09% less ownership

Funds ownership: 67.39% → 58.3% (-9.1%)

13% less capital invested

Capital invested by funds: $23.4M → $20.3M (-$3.16M)

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$479K
2
DIA
Davidson Investment Advisors
Montana
+$291K
3
Citadel Advisors
Citadel Advisors
Florida
+$183K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$121K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$49.6K

Top Sellers

1
Jane Street
Jane Street
New York
-$3.44M
2
VF
Virtu Financial
New York
-$927K
3
DWM
Destination Wealth Management
California
-$396
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1
Destination Wealth Management
California
$12.9M -$396 -8 -0%
DADC
2
D.A. Davidson & Co
Montana
$3.53M +$2.23K +45 +0.1%
LPL Financial
3
LPL Financial
California
$1.04M +$479K +9,664 +86%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$816K +$49.6K +1,002 +6%
DIA
5
Davidson Investment Advisors
Montana
$641K +$291K +5,879 +84%
Citadel Advisors
6
Citadel Advisors
Florida
$528K +$183K +3,686 +53%
Bank of America
7
Bank of America
North Carolina
$325K +$36.5K +736 +13%
VF
8
Virtu Financial
New York
$290K -$927K -18,722 -76%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$155K +$121K +2,453 +376%
AG
10
Advisor Group
Arizona
$58K +$9.91K +200 +21%
UBS Group
11
UBS Group
Switzerland
$22K +$21.6K +437 New
GRP
12
Global Retirement Partners
California
$6K +$2.72K +55 +96%
FNB
13
Farmers National Bank
Kentucky
$5K +$5.45K +110 New
BFEC
14
Benjamin F. Edwards & Company
Missouri
$2K +$2.48K +50 New
Jane Street
15
Jane Street
New York
– -$3.44M -69,235 Closed

IMTB Hedge Fund Activity: Q4 2017 in Review

14 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2017, worth a combined $20.3M — down 13% from $23.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IMTB positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, adding an estimated $479K. The largest seller was Jane Street, exiting entirely with an estimated $3.44M sold.

  • 14 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2017, up from 12 in Q3 2017.
  • Funds reported $20.3M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2017, down 13% quarter-over-quarter.
  • 3 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2017 and 1 closed out, a net change of +2 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2017 was LPL Financial, an estimated $479K added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2017 was Jane Street, an estimated $3.44M sold.

Based on aggregated 13F filings for Q4 2017.