iShares Core 5-10 Year USD Bond ETF
IMTB
41 hedge funds and large institutions have $67.5M invested in iShares Core 5-10 Year USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 8 closing their positions.
4.47% more ownership
Funds ownership: 60.37% → 64.84% (+4.5%)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
5% less funds holding
Funds holding: 43 → 41 (-2)
11% less capital invested
Capital invested by funds: $76M → $67.5M (-$8.49M)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$8.83M |
| 2 |
Jane Street
New York
|
+$2.02M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$781K |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$687K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$446K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$6.72M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.61M |
| 3 |
CSWG
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
-$3.34M |
| 4 |
Morgan Stanley
New York
|
-$839K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$709K |
IMTB Hedge Fund Activity: Q1 2022 in Review
41 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q1 2022, worth a combined $67.5M — down 11% from $76M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IMTB and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 12 added.
The largest buyer was Mariner, opening a new position worth an estimated $8.83M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.72M sold.
- 41 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q1 2022, down from 43 in Q4 2021.
- Funds reported $67.5M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2022, down 11% quarter-over-quarter.
- 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q1 2022 and 8 closed out, a net change of -2 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q1 2022 was Mariner, an estimated $8.83M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $6.72M sold.
Based on aggregated 13F filings for Q1 2022.