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iShares Core 5-10 Year USD Bond ETF

41 hedge funds and large institutions have $66.5M 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.

New
Increased
Maintained
Reduced
Closed

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: 4341 (-2)

13% less capital invested

Capital invested by funds: $76M → $66.5M (-$9.59M)

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: 10 (-1)

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
12
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$18.4M +$687K +14,114 +4%
Mariner
2
Mariner
Kansas
$8.59M +$8.83M +181,378 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.02M -$126K -2,595 -2%
DADC
4
D.A. Davidson & Co
Montana
$6.28M -$101K -2,085 -2%
DFG
5
Demars Financial Group
Washington
$4.25M -$423K -8,695 -9%
Bank of America
6
Bank of America
North Carolina
$3.29M -$228K -4,690 -6%
AWM
7
AE Wealth Management
Kansas
$3.13M +$781K +16,041 +32%
Jane Street
8
Jane Street
New York
$2.96M +$2.02M +41,564 +199%
Morgan Stanley
9
Morgan Stanley
New York
$2.89M -$839K -17,233 -22%
LPL Financial
10
LPL Financial
California
$2.44M -$362K -7,444 -13%
CM
11
Columbus Macro
Pennsylvania
$978K +$14.2K +291 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$957K +$202K +4,155 +26%
Osaic Holdings
13
Osaic Holdings
Arizona
$660K -$709K -14,569 -51%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$521K +$24.6K +506 +5%
JWCA
15
J.W. Cole Advisors
Florida
$502K -$5.26K -108 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$487K -$257K -5,278 -34%
RA
17
RFG Advisory
Alabama
$434K +$446K +9,164 New
SWP
18
Stratos Wealth Partners
Ohio
$352K -$135K -2,779 -27%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$341K -$41.5K -852 -11%
WP
20
WealthShield Partners
North Carolina
$271K
DIA
21
Davidson Investment Advisors
Montana
$269K +$2.19K +45 +0.8%
JWM
22
JGP Wealth Management
Oregon
$266K +$63.5K +1,305 +29%
CA
23
CGN Advisors
Kansas
$260K +$267K +5,491 New
PAG
24
Private Advisor Group
New Jersey
$209K
William Blair & Company
25
William Blair & Company
Illinois
$149K

IMTB Hedge Fund Activity: Q1 2022 in Review

41 of the 6,340 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 $66.5M — down 13% 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 $66.5M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2022, down 13% 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.