iShares Core 5-10 Year USD Bond ETF
IMTB
43 hedge funds and large institutions have $101M invested in iShares Core 5-10 Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.
144% more capital invested
Capital invested by funds: $41.5M → $101M (+$59.8M)
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
20.58% more ownership
Funds ownership: 49.14% → 69.72% (+21%)
8% more funds holding
Funds holding: 40 → 43 (+3)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$34.9M |
| 2 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
+$11.5M |
| 3 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$11M |
| 4 |
Jane Street
New York
|
+$4.83M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$1.97M |
| 2 |
Morgan Stanley
New York
|
-$1.97M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.19M |
| 4 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$1.19M |
| 5 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
-$780K |
IMTB Hedge Fund Activity: Q4 2022 in Review
43 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2022, worth a combined $101M — up 144% from $41.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IMTB positions and 6 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Mariner, adding an estimated $34.9M. The largest seller was Destination Wealth Management, cutting an estimated $1.97M.
- 43 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2022, up from 40 in Q3 2022.
- Funds reported $101M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2022, up 144% quarter-over-quarter.
- 9 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2022 and 6 closed out, a net change of +3 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2022 was Mariner, an estimated $34.9M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2022 was Destination Wealth Management, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2022.