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iShares Core 5-10 Year USD Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

153% more capital invested

Capital invested by funds: $40.1M → $101M (+$61.3M)

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: 4043 (+3)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

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
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$35.8M +$34.9M +820,819 +4,960%
DWM
2
Destination Wealth Management
California
$14.2M -$1.97M -46,308 -12%
FCA
3
FinTrust Capital Advisors
South Carolina
$11.5M +$11.5M +269,874 New
CA
4
CGN Advisors
Kansas
$11.3M +$11M +257,610 +4,055%
Jane Street
5
Jane Street
New York
$6.61M +$4.83M +113,409 +275%
PFM
6
Phillips Financial Management
Indiana
$2.43M -$1.19M -27,959 -33%
Citadel Advisors
7
Citadel Advisors
Florida
$2.13M +$2.11M +49,704 New
CFS
8
Cannon Financial Strategists
Georgia
$2.12M -$254K -5,971 -11%
Bank of America
9
Bank of America
North Carolina
$1.94M -$1.19M -28,057 -38%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.77M +$1.36M +31,993 +338%
LPL Financial
11
LPL Financial
California
$1.73M -$197K -4,622 -10%
LFGH
12
Lee Financial Group Hawaii
Hawaii
$1.29M +$28.7K +674 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.22M +$1.21M +28,526 New
OMC
14
Old Mission Capital
Illinois
$1.19M +$1.18M +27,737 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.16M +$146K +3,437 +14%
Morgan Stanley
16
Morgan Stanley
New York
$882K -$1.97M -46,293 -69%
MSWMA
17
Market Street Wealth Management Advisors
Indiana
$811K -$478K -11,242 -37%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$510K -$183K -4,294 -26%
JWCA
19
J.W. Cole Advisors
Florida
$355K -$95.4K -2,242 -21%
Osaic Holdings
20
Osaic Holdings
Arizona
$324K -$53.5K -1,257 -14%
SWP
21
Stratos Wealth Partners
Ohio
$286K -$2.51K -59 -0.9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$263K -$359K -8,434 -58%
RP
23
Rice Partnership
Hawaii
$247K +$21.7K +509 +10%
JWM
24
JGP Wealth Management
Oregon
$246K
WP
25
WealthShield Partners
North Carolina
$245K

IMTB Hedge Fund Activity: Q4 2022 in Review

43 of the 6,221 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 153% from $40.1M 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 153% 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.