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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.21M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.99M
3
DADC
D.A. Davidson & Co
Montana
+$2.1M
4
DWM
Destination Wealth Management
California
+$457K
5
DIA
Davidson Investment Advisors
Montana
+$224K

Top Sellers

1
WP
WealthShield Partners
North Carolina
-$235K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$117K
3
Bank of America
Bank of America
North Carolina
-$13.1K
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1
Destination Wealth Management
California
$12.5M +$457K +9,537 +4%
DADC
2
D.A. Davidson & Co
Montana
$6.21M +$2.1M +43,899 +51%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.19M +$6.21M +129,462 New
Citadel Advisors
4
Citadel Advisors
Florida
$2.98M +$2.99M +62,315 New
Jane Street
5
Jane Street
New York
$2.12M +$120K +2,513 +6%
LPL Financial
6
LPL Financial
California
$1.3M +$218K +4,558 +20%
WP
7
WealthShield Partners
North Carolina
$1M -$235K -4,893 -19%
DIA
8
Davidson Investment Advisors
Montana
$749K +$224K +4,679 +43%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$722K +$114K +2,368 +19%
Bank of America
10
Bank of America
North Carolina
$446K -$13.1K -274 -3%
AG
11
Advisor Group
Arizona
$89K +$19.8K +412 +28%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$14K -$117K -2,431 -89%
GRP
13
Global Retirement Partners
California
$9K – – –
ASN
14
Advisory Services Network
Georgia
$9K +$6.62K +138 +251%
Citigroup
15
Citigroup
New York
$1K – – –
BFEC
16
Benjamin F. Edwards & Company
Missouri
– -$2K -50 Closed

IMTB Hedge Fund Activity: Q3 2018 in Review

15 of the 4,374 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.