iShares Core 5-10 Year USD Bond ETF
IMTB
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.
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: 33 → 39 (+6)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.8M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$699K |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$411K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$376K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$370K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
-$10.7M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$2.42M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.18M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$684K |
| 5 |
LPL Financial
San Diego,
California
|
-$277K |
IMTB Hedge Fund Activity: Q4 2020 in Review
39 of the 5,676 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.