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iShares Core 5-10 Year USD Bond ETF

28 hedge funds and large institutions have $42.8M invested in iShares Core 5-10 Year USD Bond ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $38.9M → $42.8M (+$3.84M)

8% more funds holding

Funds holding: 2628 (+2)

2.01% less ownership

Funds ownership: 51.56%49.55% (-2%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$14.7M +$362K +7,158 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.72M +$452K +8,948 +9%
DADC
3
D.A. Davidson & Co
Montana
$5.07M +$656K +12,968 +15%
LPL Financial
4
LPL Financial
California
$4.09M +$788K +15,594 +24%
Jane Street
5
Jane Street
New York
$2.69M +$2.36M +46,665 +738%
Citadel Advisors
6
Citadel Advisors
Florida
$2.04M -$1.41M -27,954 -41%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.4M +$197K +3,897 +16%
Morgan Stanley
8
Morgan Stanley
New York
$1.36M +$215K +4,259 +19%
AG
9
Advisor Group
Arizona
$1.04M +$174K +3,439 +20%
SWP
10
Stratos Wealth Partners
Ohio
$973K +$239K +4,733 +33%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$678K -$40.7K -804 -6%
Bank of America
12
Bank of America
North Carolina
$635K -$591K -11,681 -48%
WP
13
WealthShield Partners
North Carolina
$474K -$316K -6,251 -40%
PAG
14
Private Advisor Group
New Jersey
$421K +$419K +8,295 New
DIA
15
Davidson Investment Advisors
Montana
$383K -$4.04K -80 -1%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$347K +$17K +336 +5%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$247K
UCFA
18
United Capital Financial Advisors
Texas
$209K +$208K +4,110 New
William Blair & Company
19
William Blair & Company
Illinois
$160K
PCG
20
Private Capital Group
Connecticut
$25K +$25.3K +500 New
GRP
21
Global Retirement Partners
California
$17K
AIC
22
Archer Investment Corporation
Indiana
$14K
GSWM
23
Golden State Wealth Management
California
$13K +$51 +1 +0.4%
RIA
24
Realta Investment Advisors
Delaware
$8K +$7.08K +140 +700%
ASN
25
Advisory Services Network
Georgia
$7K

IMTB Hedge Fund Activity: Q3 2019 in Review

28 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2019, worth a combined $42.8M — up 9.9% from $38.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IMTB positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, adding an estimated $2.36M. The largest seller was Citadel Advisors, cutting an estimated $1.41M.

  • 28 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2019, up from 26 in Q2 2019.
  • Funds reported $42.8M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2019, up 9.9% quarter-over-quarter.
  • 4 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2019 and 2 closed out, a net change of +2 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2019 was Jane Street, an estimated $2.36M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2019 was Citadel Advisors, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2019.