iShares Core 5-10 Year USD Bond ETF
IMTB
15 hedge funds and large institutions have $34.3M invested in iShares Core 5-10 Year USD Bond ETF in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
54% more capital invested
Capital invested by funds: $22.3M → $34.3M (+$12.1M)
17.49% more ownership
Funds ownership: 42.35% → 59.84% (+17%)
7% more funds holding
Funds holding: 14 → 15 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.21M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.99M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.1M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$457K |
| 5 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$235K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$117K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$13.1K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$2K |
IMTB Hedge Fund Activity: Q3 2018 in Review
15 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2018, worth a combined $34.3M — up 54% from $22.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IMTB positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $6.21M. The largest seller was WealthShield Partners, cutting an estimated $235K.
- 15 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2018, up from 14 in Q2 2018.
- Funds reported $34.3M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2018, up 54% quarter-over-quarter.
- 2 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2018 and 1 closed out, a net change of +1 holder.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $6.21M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2018 was WealthShield Partners, an estimated $235K sold.
Based on aggregated 13F filings for Q3 2018.