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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

44 hedge funds and large institutions have $111M invested in iShares Core 5-10 Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
16
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
TAP Consulting
Missouri
$4.36M
2
DWM
2
Destination Wealth Management
California
$17.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.03M
4
Bank of America
4
Bank of America
North Carolina
$3.21M
5
UBS Group
5
UBS Group
Switzerland
$2.13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.53M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$0
4
CA
4
CGN Advisors
Kansas
$0
5
FCA
5
FinTrust Capital Advisors
South Carolina
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$35.2M 821,773 +12,323 +2%
FCA
2
FinTrust Capital Advisors
South Carolina
$22.3M 518,712 -21,660 -4%
DWM
3
Destination Wealth Management
California
$17.6M 410,357 +58,206 +17%
PA
4
PFG Advisors
Arizona
$5.64M 131,495 -16,716 -11%
TC
5
TAP Consulting
Missouri
$4.36M 101,752 +101,752 New
Morgan Stanley
6
Morgan Stanley
New York
$3.53M 82,191 -82,191 -50%
Bank of America
7
Bank of America
North Carolina
$3.21M 74,751 +30,186 +68%
PFM
8
Phillips Financial Management
Indiana
$2.29M 53,352 +2,136 +4%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.23M 52,027 +2,888 +6%
UBS Group
10
UBS Group
Switzerland
$2.13M 49,711 +14,734 +42%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.03M 47,230 +47,230 New
OMC
12
Old Mission Capital
Illinois
$1.99M 46,382 +9,527 +26%
LPL Financial
13
LPL Financial
California
$1.77M 41,317 +1,893 +5%
CFS
14
Cannon Financial Strategists
Georgia
$1.25M 29,224 -11,652 -29%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$617K 14,391 +5,979 +71%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$603K 14,057 +1,908 +16%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$566K 13,191 +4,254 +48%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$513K 11,964 -388 -3%
MML Investors Services
19
MML Investors Services
Massachusetts
$513K 11,958 +6,228 +109%
Osaic Holdings
20
Osaic Holdings
Arizona
$479K 11,125 +750 +7%
SWC
21
Spectrum Wealth Counsel
Indiana
$435K 10,145 – –
RSWM
22
Robertson Stephens Wealth Management
California
$359K 8,378 – –
RP
23
Rice Partnership
Hawaii
$345K 8,047 +391 +5%
JWCA
24
J.W. Cole Advisors
Florida
$281K 6,562 +13 +0.2%
JWM
25
JGP Wealth Management
Oregon
$247K 5,756 – –
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