iShares Core 5-10 Year USD Bond ETF
IMTB
40 hedge funds and large institutions have $117M invested in iShares Core 5-10 Year USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 4 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more capital invested
Capital invested by funds: $101M → $117M (+$16.1M)
0.11% less ownership
Funds ownership: 69.72% → 69.61% (-0.11%)
7% less funds holding
Funds holding: 43 → 40 (-3)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| 1 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$16.2M |
| 2 |
Morgan Stanley
New York
|
+$2.37M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$2.18M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$1.39M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$525K |
Top Sellers
| 1 |
Jane Street
New York
|
-$5.02M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.82M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$674K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$308K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$286K |
IMTB Hedge Fund Activity: Q1 2023 in Review
40 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q1 2023, worth a combined $117M — up 16% from $101M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IMTB and 2 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 13 added.
The largest buyer was CGN Advisors, adding an estimated $16.2M. The largest seller was Jane Street, cutting an estimated $5.02M.
- 40 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q1 2023, down from 43 in Q4 2022.
- Funds reported $117M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2023, up 16% quarter-over-quarter.
- 2 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q1 2023 and 4 closed out, a net change of -2 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q1 2023 was CGN Advisors, an estimated $16.2M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q1 2023 was Jane Street, an estimated $5.02M sold.
Based on aggregated 13F filings for Q1 2023.