We are live on ! Find out more
IMTB icon

iShares Core 5-10 Year USD Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

33% more funds holding

Funds holding: 1520 (+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)

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$10.1M -$2.44M -51,485 -20%
DADC
2
D.A. Davidson & Co
Montana
$6.47M +$233K +4,923 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.25M +$30K +633 +0.5%
Jane Street
4
Jane Street
New York
$4.12M +$1.96M +41,415 +93%
Citadel Advisors
5
Citadel Advisors
Florida
$2.29M -$695K -14,661 -24%
LPL Financial
6
LPL Financial
California
$1.66M +$348K +7,348 +27%
DIA
7
Davidson Investment Advisors
Montana
$642K -$109K -2,293 -15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$606K -$117K -2,474 -16%
DWA
9
Divergent Wealth Advisors
Utah
$597K +$589K +12,432 New
AG
10
Advisor Group
Arizona
$459K +$365K +7,700 +412%
Bank of America
11
Bank of America
North Carolina
$435K -$13K -275 -3%
HFS
12
HL Financial Services
Kentucky
$224K +$221K +4,666 New
HighTower Advisors
13
HighTower Advisors
Illinois
$210K +$208K +4,388 New
Morgan Stanley
14
Morgan Stanley
New York
$106K +$104K +2,200 New
PCG
15
Private Capital Group
Connecticut
$24K +$23.7K +500 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$14K +$47 +1 +0.3%
AIC
17
Archer Investment Corporation
Indiana
$12K +$11.5K +242 New
GRP
18
Global Retirement Partners
California
$11K +$1.66K +35 +19%
ASN
19
Advisory Services Network
Georgia
$7K -$2.61K -55 -28%
Citigroup
20
Citigroup
New York
$1K
WP
21
WealthShield Partners
North Carolina
-$1M -20,966 Closed

IMTB Hedge Fund Activity: Q4 2018 in Review

20 of the 4,488 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.