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iShares Core 5-10 Year USD Bond ETF

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: 2024 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$13.6M +$3.17M +65,190 +31%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.75M +$313K +6,444 +5%
DADC
3
D.A. Davidson & Co
Montana
$6.71M +$43.2K +889 +0.7%
Citadel Advisors
4
Citadel Advisors
Florida
$3.26M +$889K +18,288 +38%
LPL Financial
5
LPL Financial
California
$2.76M +$1.04M +21,364 +62%
Bank of America
6
Bank of America
North Carolina
$1.16M +$698K +14,351 +158%
Morgan Stanley
7
Morgan Stanley
New York
$1.11M +$982K +20,194 +918%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$908K +$893K +18,378 New
AG
9
Advisor Group
Arizona
$744K +$268K +5,508 +58%
DIA
10
Davidson Investment Advisors
Montana
$673K +$11.7K +240 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$660K +$35.5K +731 +6%
Jane Street
12
Jane Street
New York
$475K -$3.71M -76,224 -89%
SWP
13
Stratos Wealth Partners
Ohio
$349K +$343K +7,059 New
HFS
14
HL Financial Services
Kentucky
$230K
HighTower Advisors
15
HighTower Advisors
Illinois
$218K +$1.07K +22 +0.5%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$61K +$45.2K +930 +315%
PCG
17
Private Capital Group
Connecticut
$25K
GSWM
18
Golden State Wealth Management
California
$13K +$12.3K +254 New
AIC
19
Archer Investment Corporation
Indiana
$12K
GRP
20
Global Retirement Partners
California
$11K
CA
21
Cetera Advisors
Colorado
$9K +$8.99K +185 New
ASN
22
Advisory Services Network
Georgia
$7K
Citigroup
23
Citigroup
New York
$1K
RIA
24
Realta Investment Advisors
Delaware
$1K +$972 +20 New
DWA
25
Divergent Wealth Advisors
Utah
-$597K -12,432 Closed

IMTB Hedge Fund Activity: Q1 2019 in Review

24 of the 4,620 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.