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iShares Core 5-10 Year USD Bond ETF

45 hedge funds and large institutions have $91.3M invested in iShares Core 5-10 Year USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 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

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

13% more funds holding

Funds holding: 4045 (+5)

6% more capital invested

Capital invested by funds: $86.4M → $91.3M (+$4.96M)

1.48% more ownership

Funds ownership: 67.19%68.67% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
16
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$19.4M +$1.17M +22,744 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.3M +$699K +13,546 +7%
DADC
3
D.A. Davidson & Co
Montana
$10.3M +$640K +12,399 +7%
5L
4
55I LLC
Massachusetts
$6.52M -$646K -12,516 -9%
DFG
5
Demars Financial Group
Washington
$5.43M -$245K -4,755 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.56M +$649K +12,584 +16%
Citadel Advisors
7
Citadel Advisors
Florida
$4.1M +$4.13M +80,134 New
Bank of America
8
Bank of America
North Carolina
$3.84M -$1.08M -20,864 -22%
CSWG
9
Cardinal Strategic Wealth Guidance
Kentucky
$3.41M -$1.82M -35,373 -35%
LPL Financial
10
LPL Financial
California
$3.24M +$104K +2,024 +3%
Morgan Stanley
11
Morgan Stanley
New York
$3.19M -$10.9K -211 -0.3%
AWM
12
AE Wealth Management
Kansas
$2.3M +$2.32M +44,885 New
RSWM
13
Robertson Stephens Wealth Management
California
$1.5M -$86.3K -1,674 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.46M +$43.5K +843 +3%
OMC
15
Old Mission Capital
Illinois
$1.41M +$1.42M +27,491 New
CM
16
Columbus Macro
Pennsylvania
$1.2M +$20.1K +389 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.14M +$856K +16,599 +293%
LFGH
18
Lee Financial Group Hawaii
Hawaii
$1.08M +$152K +2,939 +16%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$986K +$44.4K +861 +5%
SWP
20
Stratos Wealth Partners
Ohio
$554K +$46.8K +908 +9%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$503K +$116K +2,246 +30%
IWC
22
Integrated Wealth Concepts
Massachusetts
$478K -$12.6K -244 -3%
Jane Street
23
Jane Street
New York
$462K -$2.5M -48,488 -84%
DIA
24
Davidson Investment Advisors
Montana
$442K -$29.8K -577 -6%
PAG
25
Private Advisor Group
New Jersey
$377K -$1.6K -31 -0.4%

IMTB Hedge Fund Activity: Q3 2021 in Review

45 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2021, worth a combined $91.3M — up 5.7% from $86.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IMTB positions and 2 closed out — a net gain of 6 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.13M. The largest seller was Jane Street, cutting an estimated $2.5M.

  • 45 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2021, up from 40 in Q2 2021.
  • Funds reported $91.3M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2021, up 5.7% quarter-over-quarter.
  • 8 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2021 and 2 closed out, a net change of +6 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2021 was Citadel Advisors, an estimated $4.13M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2021 was Jane Street, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2021.