iShares Core 5-10 Year USD Bond ETF
IMTB
40 hedge funds and large institutions have $81.2M invested in iShares Core 5-10 Year USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 8 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
3.57% more ownership
Funds ownership: 62.75% → 66.32% (+3.6%)
3% more funds holding
Funds holding: 39 → 40 (+1)
3% more capital invested
Capital invested by funds: $78.9M → $81.2M (+$2.29M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
5L
55I LLC
Boston,
Massachusetts
|
+$8.01M |
| 2 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$1.78M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.29M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.16M |
| 5 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$850K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSWG
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
-$6.39M |
| 2 |
Jane Street
New York
|
-$2.51M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.44M |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$300K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$283K |
IMTB Hedge Fund Activity: Q1 2021 in Review
40 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q1 2021, worth a combined $81.2M — up 2.9% from $78.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IMTB positions and 8 closed out — a net gain of 1 holder — while 11 added to existing stakes and 9 trimmed.
The largest buyer was 55I LLC, opening a new position worth an estimated $8.01M. The largest seller was Cardinal Strategic Wealth Guidance, cutting an estimated $6.39M.
- 40 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q1 2021, up from 39 in Q4 2020.
- Funds reported $81.2M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2021, up 2.9% quarter-over-quarter.
- 9 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q1 2021 and 8 closed out, a net change of +1 holder.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q1 2021 was 55I LLC, an estimated $8.01M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q1 2021 was Cardinal Strategic Wealth Guidance, an estimated $6.39M sold.
Based on aggregated 13F filings for Q1 2021.