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iShares Core 5-10 Year USD Bond ETF
IMTB

43 hedge funds and large institutions have $76M invested in iShares Core 5-10 Year USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 45 → 43 (-2)

8.3% less ownership

Funds ownership: 68.67% → 60.37% (-8.3%)

17% less capital invested

Capital invested by funds: $91.3M → $76M (-$15.3M)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
13
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.71M
2
Morgan Stanley
Morgan Stanley
New York
+$809K
3
Jane Street
Jane Street
New York
+$599K
4
JWCA
J.W. Cole Advisors
Florida
+$543K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$313K

Top Sellers

1
5L
55I LLC
Massachusetts
-$6.52M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.6M
3
DADC
D.A. Davidson & Co
Montana
-$3.38M
4
RSWM
Robertson Stephens Wealth Management
California
-$1.5M
5
OMC
Old Mission Capital
Illinois
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1
Destination Wealth Management
California
$18.9M -$222K -4,383 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.6M -$3.6M -70,914 -32%
DADC
3
D.A. Davidson & Co
Montana
$6.79M -$3.38M -66,646 -33%
Citadel Advisors
4
Citadel Advisors
Florida
$6.72M +$2.71M +53,334 +67%
DFG
5
Demars Financial Group
Washington
$4.96M -$395K -7,786 -7%
Morgan Stanley
6
Morgan Stanley
New York
$3.95M +$809K +15,948 +26%
Bank of America
7
Bank of America
North Carolina
$3.74M -$47.3K -932 -1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.61M -$887K -17,497 -20%
CSWG
9
Cardinal Strategic Wealth Guidance
Kentucky
$3.52M +$164K +3,232 +5%
LPL Financial
10
LPL Financial
California
$2.97M -$222K -4,372 -7%
AWM
11
AE Wealth Management
Kansas
$2.52M +$258K +5,089 +11%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.44M +$2.99K +59 +0.2%
Jane Street
13
Jane Street
New York
$1.05M +$599K +11,808 +131%
LFGH
14
Lee Financial Group Hawaii
Hawaii
$1.03M -$34.9K -689 -3%
CM
15
Columbus Macro
Pennsylvania
$1.03M -$159K -3,127 -13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$810K -$163K -3,214 -17%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$784K -$340K -6,712 -30%
JWCA
18
J.W. Cole Advisors
Florida
$539K +$543K +10,700 New
Baird Financial Group
19
Baird Financial Group
Wisconsin
$529K +$33.8K +667 +7%
SWP
20
Stratos Wealth Partners
Ohio
$515K -$30.9K -609 -6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$405K +$64.2K +1,265 +19%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$310K +$313K +6,161 New
WP
23
WealthShield Partners
North Carolina
$289K – – –
OMC
24
Old Mission Capital
Illinois
$285K -$1.11M -21,828 -79%
DIA
25
Davidson Investment Advisors
Montana
$284K -$152K -3,005 -35%
1
2 3

IMTB Hedge Fund Activity: Q4 2021 in Review

43 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2021, worth a combined $76M — down 17% from $91.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IMTB and 6 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 13 added.

The largest buyer was Citadel Advisors, adding an estimated $2.71M. The largest seller was 55I LLC, exiting entirely with an estimated $6.52M sold.

  • 43 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2021, down from 45 in Q3 2021.
  • Funds reported $76M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2021, down 17% quarter-over-quarter.
  • 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2021 and 8 closed out, a net change of -2 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2021 was Citadel Advisors, an estimated $2.71M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2021 was 55I LLC, an estimated $6.52M sold.

Based on aggregated 13F filings for Q4 2021.