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iShares Core 5-10 Year USD Bond ETF

34 hedge funds and large institutions have $70.2M invested in iShares Core 5-10 Year USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

64% more capital invested

Capital invested by funds: $42.8M → $70.2M (+$27.4M)

21% more funds holding

Funds holding: 2834 (+6)

19.78% more ownership

Funds ownership: 49.55%69.33% (+20%)

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
14
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$15M +$280K +5,535 +2%
DFG
2
Demars Financial Group
Washington
$11.6M +$11.6M +228,913 New
CSWG
3
Cardinal Strategic Wealth Guidance
Kentucky
$8.84M +$8.84M +174,576 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.01M +$1.3M +25,766 +23%
DADC
5
D.A. Davidson & Co
Montana
$6.11M +$1.05M +20,746 +21%
LPL Financial
6
LPL Financial
California
$4.62M +$536K +10,586 +13%
Jane Street
7
Jane Street
New York
$3.52M +$836K +16,515 +31%
KCM
8
Kathmere Capital Management
Pennsylvania
$1.87M +$1.87M +36,974 New
Morgan Stanley
9
Morgan Stanley
New York
$1.75M +$388K +7,658 +29%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.58M +$183K +3,621 +13%
DLHL
11
Donald L. Hagan LLC
Florida
$1.28M +$1.27M +25,154 New
AG
12
Advisor Group
Arizona
$1.18M +$140K +2,764 +13%
SWP
13
Stratos Wealth Partners
Ohio
$1.01M +$36.7K +725 +4%
JWCA
14
J.W. Cole Advisors
Florida
$867K +$867K +17,133 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$774K +$97.9K +1,935 +14%
Bank of America
16
Bank of America
North Carolina
$724K +$91K +1,797 +14%
WP
17
WealthShield Partners
North Carolina
$426K -$46.9K -926 -10%
DIA
18
Davidson Investment Advisors
Montana
$379K -$3.59K -71 -0.9%
PAG
19
Private Advisor Group
New Jersey
$370K -$50.4K -995 -12%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$337K -$9.52K -188 -3%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$247K
UCFA
22
United Capital Financial Advisors
Texas
$208K
IWM
23
IHT Wealth Management
Illinois
$203K +$203K +4,007 New
William Blair & Company
24
William Blair & Company
Illinois
$159K
FCM
25
Firestone Capital Management
Florida
$107K +$107K +2,121 New

IMTB Hedge Fund Activity: Q4 2019 in Review

34 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2019, worth a combined $70.2M — up 64% from $42.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IMTB positions and 2 closed out — a net gain of 6 holders — while 14 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.04M sold.

  • 34 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2019, up from 28 in Q3 2019.
  • Funds reported $70.2M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2019, up 64% quarter-over-quarter.
  • 8 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2019 and 2 closed out, a net change of +6 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $1.3M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2019 was Citadel Advisors, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2019.