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iShares Core 5-10 Year USD Bond ETF

39 hedge funds and large institutions have $78.9M invested in iShares Core 5-10 Year USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

18% more funds holding

Funds holding: 3339 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.91% less ownership

Funds ownership: 66.66%62.75% (-3.9%)

10% less capital invested

Capital invested by funds: $87.3M → $78.9M (-$8.4M)

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
11
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$17.3M +$411K +7,855 +2%
CSWG
2
Cardinal Strategic Wealth Guidance
Kentucky
$11.8M +$197K +3,763 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.14M -$2.18M -41,771 -19%
DADC
4
D.A. Davidson & Co
Montana
$8.19M -$2.42M -46,277 -23%
DFG
5
Demars Financial Group
Washington
$6.05M -$10.7M -204,462 -64%
Citadel Advisors
6
Citadel Advisors
Florida
$4.81M +$4.8M +91,862 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.8M +$376K +7,194 +11%
LPL Financial
8
LPL Financial
California
$3.29M -$277K -5,306 -8%
Jane Street
9
Jane Street
New York
$2.51M +$321K +6,142 +15%
Bank of America
10
Bank of America
North Carolina
$2.17M +$53.4K +1,022 +3%
Morgan Stanley
11
Morgan Stanley
New York
$1.67M -$162K -3,105 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.44M +$234K +4,482 +19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$899K -$209K -4,006 -19%
JWCA
14
J.W. Cole Advisors
Florida
$700K +$699K +13,359 New
SWP
15
Stratos Wealth Partners
Ohio
$691K +$79.7K +1,525 +13%
IWC
16
Integrated Wealth Concepts
Massachusetts
$541K +$6.54K +125 +1%
DIA
17
Davidson Investment Advisors
Montana
$510K -$199K -3,805 -28%
RA
18
RFG Advisory
Alabama
$467K +$54.2K +1,037 +13%
PAG
19
Private Advisor Group
New Jersey
$388K
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$371K +$370K +7,077 New
CM
21
Columbus Macro
Pennsylvania
$371K +$370K +7,077 New
Baird Financial Group
22
Baird Financial Group
Wisconsin
$327K
WP
23
WealthShield Partners
North Carolina
$300K -$44.3K -848 -13%
WP
24
WealthPLAN Partners
Nebraska
$283K +$283K +5,421 New
UCFA
25
United Capital Financial Advisors
Texas
$215K

IMTB Hedge Fund Activity: Q4 2020 in Review

39 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2020, worth a combined $78.9M — down 9.6% from $87.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IMTB positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.8M. The largest seller was Demars Financial Group, cutting an estimated $10.7M.

  • 39 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2020, up from 33 in Q3 2020.
  • Funds reported $78.9M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2020, down 9.6% quarter-over-quarter.
  • 9 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2020 and 3 closed out, a net change of +6 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2020 was Citadel Advisors, an estimated $4.8M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2020 was Demars Financial Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2020.