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iShares Core 5-10 Year USD Bond ETF
IMTB

40 hedge funds and large institutions have $118M invested in iShares Core 5-10 Year USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

1% more capital invested

Capital invested by funds: $117M → $118M (+$796K)

0% more funds holding

Funds holding: 40 → 40 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.91% less ownership

Funds ownership: 69.61% → 68.7% (-0.91%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
4
Increased
13
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
CGN Advisors
Kansas
+$3.15M
2
Mariner
Mariner
Kansas
+$2.72M
3
DWM
Destination Wealth Management
California
+$514K
4
SWP
Stratos Wealth Partners
Ohio
+$291K
5
UBS Group
UBS Group
Switzerland
+$262K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.51M
2
LFGH
Lee Financial Group Hawaii
Hawaii
-$1.27M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$619K
4
OMC
Old Mission Capital
Illinois
-$537K
5
Citadel Advisors
Citadel Advisors
Florida
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$40.9M +$2.72M +62,485 +7%
CA
2
CGN Advisors
Kansas
$30.5M +$3.15M +72,528 +11%
DWM
3
Destination Wealth Management
California
$16.2M +$514K +11,829 +3%
FCA
4
FinTrust Capital Advisors
South Carolina
$11.5M – – –
PFM
5
Phillips Financial Management
Indiana
$2.34M -$81.3K -1,872 -3%
Bank of America
6
Bank of America
North Carolina
$2.32M -$144K -3,322 -6%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$1.82M +$11.7K +269 +0.6%
CFS
8
Cannon Financial Strategists
Georgia
$1.8M -$174K -3,995 -9%
Jane Street
9
Jane Street
New York
$1.77M +$81.3K +1,870 +5%
LPL Financial
10
LPL Financial
California
$1.74M +$65K +1,496 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$920K -$220K -5,057 -19%
Osaic Holdings
12
Osaic Holdings
Arizona
$858K +$13.4K +308 +2%
MSWMA
13
Market Street Wealth Management Advisors
Indiana
$817K – – –
Morgan Stanley
14
Morgan Stanley
New York
$747K -$2.51M -57,786 -77%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$458K -$35.2K -809 -7%
CWP
16
Cyndeo Wealth Partners
Florida
$428K – – –
UBS Group
17
UBS Group
Switzerland
$322K +$262K +6,022 +416%
JWCA
18
J.W. Cole Advisors
Florida
$313K -$13.7K -316 -4%
RP
19
Rice Partnership
Hawaii
$307K +$43.7K +1,005 +16%
SWP
20
Stratos Wealth Partners
Ohio
$289K +$291K +6,699 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$274K -$56.8K -1,307 -17%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$251K -$619K -14,241 -71%
JWM
23
JGP Wealth Management
Oregon
$248K – – –
MML Investors Services
24
MML Investors Services
Massachusetts
$211K +$213K +4,900 New
RA
25
RFG Advisory
Alabama
$203K -$999 -23 -0.5%
1
2

IMTB Hedge Fund Activity: Q2 2023 in Review

40 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q2 2023, worth a combined $118M — up 0.68% from $117M a quarter earlier.

Fund positioning in IMTB was balanced in Q2 2023: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 10 trimmed.

The largest buyer was CGN Advisors, adding an estimated $3.15M. The largest seller was Morgan Stanley, cutting an estimated $2.51M.

  • 40 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $118M of iShares Core 5-10 Year USD Bond ETF stock for Q2 2023, up 0.68% quarter-over-quarter.
  • 4 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q2 2023 and 4 closed out, a net change of 0 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q2 2023 was CGN Advisors, an estimated $3.15M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q2 2023 was Morgan Stanley, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2023.