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iShares Core 5-10 Year USD Bond ETF
IMTB

24 hedge funds and large institutions have $39.7M invested in iShares Core 5-10 Year USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

20% more funds holding

Funds holding: 20 → 24 (+4)

16% more capital invested

Capital invested by funds: $34.2M → $39.7M (+$5.51M)

4.26% less ownership

Funds ownership: 71.23% → 66.98% (-4.3%)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Destination Wealth Management
California
+$3.17M
2
LPL Financial
LPL Financial
California
+$1.04M
3
Morgan Stanley
Morgan Stanley
New York
+$982K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$893K
5
Citadel Advisors
Citadel Advisors
Florida
+$889K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.71M
2
DWA
Divergent Wealth Advisors
Utah
-$597K

IMTB Hedge Fund Activity: Q1 2019 in Review

24 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q1 2019, worth a combined $39.7M — up 16% from $34.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IMTB positions and 1 closed out — a net gain of 4 holders — while 12 added to existing stakes and 1 trimmed.

The largest buyer was Destination Wealth Management, adding an estimated $3.17M. The largest seller was Jane Street, cutting an estimated $3.71M.

  • 24 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q1 2019, up from 20 in Q4 2018.
  • Funds reported $39.7M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 5 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q1 2019 and 1 closed out, a net change of +4 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q1 2019 was Destination Wealth Management, an estimated $3.17M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q1 2019 was Jane Street, an estimated $3.71M sold.

Based on aggregated 13F filings for Q1 2019.