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iShares Core 5-10 Year USD Bond ETF

40 hedge funds and large institutions have $40.1M invested in iShares Core 5-10 Year USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

0.62% less ownership

Funds ownership: 49.76%49.14% (-0.62%)

7% less funds holding

Funds holding: 4340 (-3)

10% less capital invested

Capital invested by funds: $44.5M → $40.1M (-$4.43M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
20
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$16M +$873K +19,580 +5%
PFM
2
Phillips Financial Management
Indiana
$3.58M +$874K +19,590 +30%
Bank of America
3
Bank of America
North Carolina
$3.1M -$29.6K -663 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$2.83M +$105K +2,356 +4%
CFS
5
Cannon Financial Strategists
Georgia
$2.34M +$181K +4,057 +8%
LPL Financial
6
LPL Financial
California
$1.9M -$82.2K -1,842 -4%
Jane Street
7
Jane Street
New York
$1.74M -$1.79M -40,211 -49%
MSWMA
8
Market Street Wealth Management Advisors
Indiana
$1.28M +$1.11M +24,924 +471%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1M +$567K +12,709 +115%
CM
10
Columbus Macro
Pennsylvania
$780K +$7.18K +161 +0.9%
Mariner
11
Mariner
Kansas
$699K -$642K -14,385 -47%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$686K -$47.1K -1,055 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$616K +$10.1K +226 +2%
JWCA
14
J.W. Cole Advisors
Florida
$446K +$1.11K +25 +0.2%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$400K
Osaic Holdings
16
Osaic Holdings
Arizona
$372K +$61.2K +1,371 +18%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$315K +$6.91K +155 +2%
SWP
18
Stratos Wealth Partners
Ohio
$286K -$30.1K -675 -9%
CA
19
CGN Advisors
Kansas
$268K +$283K +6,353 New
JWM
20
JGP Wealth Management
Oregon
$242K
WP
21
WealthShield Partners
North Carolina
$242K
MML Investors Services
22
MML Investors Services
Massachusetts
$223K +$3.35K +75 +1%
RP
23
Rice Partnership
Hawaii
$222K +$9.77K +219 +4%
William Blair & Company
24
William Blair & Company
Illinois
$133K
UBS Group
25
UBS Group
Switzerland
$98K +$41.8K +936 +67%

IMTB Hedge Fund Activity: Q3 2022 in Review

40 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2022, worth a combined $40.1M — down 10% from $44.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IMTB and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 20 added.

The largest buyer was Market Street Wealth Management Advisors, adding an estimated $1.11M. The largest seller was Jane Street, cutting an estimated $1.79M.

  • 40 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2022, down from 43 in Q2 2022.
  • Funds reported $40.1M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2022, down 10% quarter-over-quarter.
  • 2 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2022 and 5 closed out, a net change of -3 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2022 was Market Street Wealth Management Advisors, an estimated $1.11M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2022 was Jane Street, an estimated $1.79M sold.

Based on aggregated 13F filings for Q3 2022.