iShares Core 5-10 Year USD Bond ETF
IMTB
20 hedge funds and large institutions have $34.2M invested in iShares Core 5-10 Year USD Bond ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
33% more funds holding
Funds holding: 15 → 20 (+5)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
11.39% more ownership
Funds ownership: 59.84% → 71.23% (+11%)
0% less capital invested
Capital invested by funds: $34.3M → $34.2M (-$137K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.96M |
| 2 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
+$589K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$365K |
| 4 |
LPL Financial
San Diego,
California
|
+$348K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$233K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$2.44M |
| 2 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$695K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$117K |
| 5 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
-$109K |
IMTB Hedge Fund Activity: Q4 2018 in Review
20 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2018, worth a combined $34.2M — down 0.4% from $34.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IMTB positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, adding an estimated $1.96M. The largest seller was Destination Wealth Management, cutting an estimated $2.44M.
- 20 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2018, up from 15 in Q3 2018.
- Funds reported $34.2M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2018, down 0.4% quarter-over-quarter.
- 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2018 and 1 closed out, a net change of +5 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2018 was Jane Street, an estimated $1.96M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2018 was Destination Wealth Management, an estimated $2.44M sold.
Based on aggregated 13F filings for Q4 2018.