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iShares Core 5-10 Year USD Bond ETF
IMTB

44 hedge funds and large institutions have $141M invested in iShares Core 5-10 Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

19% more capital invested

Capital invested by funds: $118M → $141M (+$22.5M)

10% more funds holding

Funds holding: 40 → 44 (+4)

7.29% more ownership

Funds ownership: 68.7% → 75.99% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
17
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCA
FinTrust Capital Advisors
South Carolina
+$10.9M
2
Jane Street
Jane Street
New York
+$8.37M
3
PA
PFG Advisors
Arizona
+$6.15M
4
Mariner
Mariner
Kansas
+$2.59M
5
DWM
Destination Wealth Management
California
+$842K

Top Sellers

1
CFS
Cannon Financial Strategists
Georgia
-$717K
2
MSWMA
Market Street Wealth Management Advisors
Indiana
-$301K
3
CWP
Cyndeo Wealth Partners
Florida
-$198K
4
Bank of America
Bank of America
North Carolina
-$184K
5
WP
WealthShield Partners
North Carolina
-$172K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$41.6M +$2.59M +61,289 +6%
CA
2
CGN Advisors
Kansas
$29.4M +$216K +5,114 +0.7%
FCA
3
FinTrust Capital Advisors
South Carolina
$21.7M +$10.9M +257,162 +95%
DWM
4
Destination Wealth Management
California
$16.3M +$842K +19,927 +5%
Jane Street
5
Jane Street
New York
$9.84M +$8.37M +197,877 +480%
PA
6
PFG Advisors
Arizona
$5.99M +$6.15M +145,489 New
PFM
7
Phillips Financial Management
Indiana
$2.25M +$11.1K +263 +0.5%
Bank of America
8
Bank of America
North Carolina
$2.04M -$184K -4,347 -8%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.77M +$35.5K +840 +2%
LPL Financial
10
LPL Financial
California
$1.75M +$87.9K +2,079 +5%
CFS
11
Cannon Financial Strategists
Georgia
$1.03M -$717K -16,965 -41%
Osaic Holdings
12
Osaic Holdings
Arizona
$811K -$10.3K -243 -1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$749K -$134K -3,173 -15%
Morgan Stanley
14
Morgan Stanley
New York
$613K -$104K -2,450 -14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$611K +$178K +4,222 +40%
OMC
16
Old Mission Capital
Illinois
$583K +$598K +14,155 New
UBS Group
17
UBS Group
Switzerland
$524K +$222K +5,252 +70%
MSWMA
18
Market Street Wealth Management Advisors
Indiana
$488K -$301K -7,119 -38%
JWCA
19
J.W. Cole Advisors
Florida
$296K -$2.75K -65 -0.9%
RP
20
Rice Partnership
Hawaii
$283K -$11.1K -263 -4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$267K +$4.95K +117 +2%
JWM
22
JGP Wealth Management
Oregon
$237K – – –
SWP
23
Stratos Wealth Partners
Ohio
$233K -$43.8K -1,035 -15%
RA
24
RFG Advisory
Alabama
$220K +$26.9K +637 +14%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$220K -$20.6K -488 -8%
1
2

IMTB Hedge Fund Activity: Q3 2023 in Review

44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2023, worth a combined $141M — up 19% from $118M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IMTB positions and 1 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was FinTrust Capital Advisors, adding an estimated $10.9M. The largest seller was Cannon Financial Strategists, cutting an estimated $717K.

  • 44 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2023, up from 40 in Q2 2023.
  • Funds reported $141M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2023, up 19% quarter-over-quarter.
  • 5 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2023 was FinTrust Capital Advisors, an estimated $10.9M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2023 was Cannon Financial Strategists, an estimated $717K sold.

Based on aggregated 13F filings for Q3 2023.