iShares Core 5-10 Year USD Bond ETF
IMTB
14 hedge funds and large institutions have $22.3M invested in iShares Core 5-10 Year USD Bond ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
124% more capital invested
Capital invested by funds: $9.93M → $22.3M (+$12.3M)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
17.45% more ownership
Funds ownership: 24.89% → 42.35% (+17%)
17% more funds holding
Funds holding: 12 → 14 (+2)
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$582K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$31K |
| 3 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
-$191 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
1
Destination Wealth Management
Walnut Creek,
California
| $12M | +$11.9M | +248,064 | +7,112% |
|
|
DADC
2
D.A. Davidson & Co
Great Falls,
Montana
| $4.11M | +$242K | +5,061 | +6% |
|
|
3
Jane Street
New York
| $2M | -$582K | -12,177 | -23% |
|
|
WP
4
WealthShield Partners
Cary,
North Carolina
| $1.24M | +$1.24M | +25,859 | New |
|
5
LPL Financial
San Diego,
California
| $1.08M | +$4.11K | +86 | +0.4% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $608K | -$31K | -649 | -5% |
|
|
DIA
7
Davidson Investment Advisors
Great Falls,
Montana
| $526K | -$191 | -4 | -0% |
|
8
Bank of America
Charlotte,
North Carolina
| $460K | +$18.3K | +383 | +4% |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $131K | – | – | – |
|
|
AG
10
Advisor Group
Phoenix,
Arizona
| $70K | – | – | – |
|
|
GRP
11
Global Retirement Partners
San Rafael,
California
| $9K | – | – | – |
|
|
ASN
12
Advisory Services Network
Atlanta,
Georgia
| $3K | +$2.63K | +55 | New |
|
|
BFEC
13
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2K | – | – | – |
|
14
Citigroup
New York
| $1K | – | – | – |
|
IMTB Hedge Fund Activity: Q2 2018 in Review
14 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q2 2018, worth a combined $22.3M — up 124% from $9.93M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IMTB positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Destination Wealth Management, adding an estimated $11.9M. The largest seller was Jane Street, cutting an estimated $582K.
- 14 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q2 2018, up from 12 in Q1 2018.
- Funds reported $22.3M of iShares Core 5-10 Year USD Bond ETF stock for Q2 2018, up 124% quarter-over-quarter.
- 2 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q2 2018 and 0 closed out, a net change of +2 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q2 2018 was Destination Wealth Management, an estimated $11.9M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q2 2018 was Jane Street, an estimated $582K sold.
Based on aggregated 13F filings for Q2 2018.