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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

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.

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
12
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$35.8M
2
FCA
2
FinTrust Capital Advisors
South Carolina
$11.5M
3
CA
3
CGN Advisors
Kansas
$11.3M
4
Jane Street
4
Jane Street
New York
$6.61M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.13M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$14.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$882K
3
Bank of America
3
Bank of America
North Carolina
$1.94M
4
PFM
4
Phillips Financial Management
Indiana
$2.43M
5
CM
5
Columbus Macro
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$35.8M 837,369 +820,819 +4,960%
DWM
2
Destination Wealth Management
California
$14.2M 333,025 -46,308 -12%
FCA
3
FinTrust Capital Advisors
South Carolina
$11.5M 269,874 +269,874 New
CA
4
CGN Advisors
Kansas
$11.3M 263,963 +257,610 +4,055%
Jane Street
5
Jane Street
New York
$6.61M 154,679 +113,409 +275%
PFM
6
Phillips Financial Management
Indiana
$2.43M 56,716 -27,959 -33%
Citadel Advisors
7
Citadel Advisors
Florida
$2.13M 49,704 +49,704 New
CFS
8
Cannon Financial Strategists
Georgia
$2.12M 49,505 -5,971 -11%
Bank of America
9
Bank of America
North Carolina
$1.94M 45,319 -28,057 -38%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.77M 41,462 +31,993 +338%
LPL Financial
11
LPL Financial
California
$1.73M 40,385 -4,622 -10%
LFGH
12
Lee Financial Group Hawaii
Hawaii
$1.29M 30,106 +674 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.22M 28,526 +28,526 New
OMC
14
Old Mission Capital
Illinois
$1.19M 27,737 +27,737 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.16M 27,153 +3,437 +14%
Morgan Stanley
16
Morgan Stanley
New York
$882K 20,628 -46,293 -69%
MSWMA
17
Market Street Wealth Management Advisors
Indiana
$811K 18,971 -11,242 -37%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$510K 11,930 -4,294 -26%
JWCA
19
J.W. Cole Advisors
Florida
$355K 8,309 -2,242 -21%
Osaic Holdings
20
Osaic Holdings
Arizona
$324K 7,538 -1,257 -14%
SWP
21
Stratos Wealth Partners
Ohio
$286K 6,699 -59 -0.9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$263K 6,141 -8,434 -58%
RP
23
Rice Partnership
Hawaii
$247K 5,773 +509 +10%
JWM
24
JGP Wealth Management
Oregon
$246K 5,756 – –
WP
25
WealthShield Partners
North Carolina
$245K 5,730 – –
1
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