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iShares Core 5-10 Year USD Bond ETF
IMTB

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.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

0% more capital invested

Capital invested by funds: $111M → $111M (+$453K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.19% less ownership

Funds ownership: 66.95% → 64.75% (-2.2%)

10% less funds holding

Funds holding: 49 → 44 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
0.63%
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
TAP Consulting
Missouri
+$4.36M
2
DWM
Destination Wealth Management
California
+$2.49M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.02M
4
Bank of America
Bank of America
North Carolina
+$1.29M
5
UBS Group
UBS Group
Switzerland
+$631K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.52M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.27M
3
Jane Street
Jane Street
New York
-$1.68M
4
CA
CGN Advisors
Kansas
-$978K
5
FCA
FinTrust Capital Advisors
South Carolina
-$928K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$35.2M +$528K +12,323 +2%
FCA
2
FinTrust Capital Advisors
South Carolina
$22.3M -$928K -21,660 -4%
DWM
3
Destination Wealth Management
California
$17.6M +$2.49M +58,206 +17%
PA
4
PFG Advisors
Arizona
$5.64M -$716K -16,716 -11%
TC
5
TAP Consulting
Missouri
$4.36M +$4.36M +101,752 New
Morgan Stanley
6
Morgan Stanley
New York
$3.53M -$3.52M -82,191 -50%
Bank of America
7
Bank of America
North Carolina
$3.21M +$1.29M +30,186 +68%
PFM
8
Phillips Financial Management
Indiana
$2.29M +$91.5K +2,136 +4%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.23M +$124K +2,888 +6%
UBS Group
10
UBS Group
Switzerland
$2.13M +$631K +14,734 +42%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.03M +$2.02M +47,230 New
OMC
12
Old Mission Capital
Illinois
$1.99M +$408K +9,527 +26%
LPL Financial
13
LPL Financial
California
$1.77M +$81.1K +1,893 +5%
CFS
14
Cannon Financial Strategists
Georgia
$1.25M -$499K -11,652 -29%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$617K +$256K +5,979 +71%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$603K +$81.7K +1,908 +16%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$566K +$182K +4,254 +48%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$513K -$16.6K -388 -3%
MML Investors Services
19
MML Investors Services
Massachusetts
$513K +$267K +6,228 +109%
Osaic Holdings
20
Osaic Holdings
Arizona
$479K +$32.1K +750 +7%
SWC
21
Spectrum Wealth Counsel
Indiana
$435K – – –
RSWM
22
Robertson Stephens Wealth Management
California
$359K – – –
RP
23
Rice Partnership
Hawaii
$345K +$16.7K +391 +5%
JWCA
24
J.W. Cole Advisors
Florida
$281K +$557 +13 +0.2%
JWM
25
JGP Wealth Management
Oregon
$247K – – –
1
2 3

IMTB Hedge Fund Activity: Q1 2024 in Review

44 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q1 2024, worth a combined $111M — up 0.41% from $111M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IMTB and 3 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 16 added.

The largest buyer was TAP Consulting, opening a new position worth an estimated $4.36M. The largest seller was Morgan Stanley, cutting an estimated $3.52M.

  • 44 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q1 2024, down from 49 in Q4 2023.
  • Funds reported $111M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2024, up 0.41% quarter-over-quarter.
  • 3 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q1 2024 and 8 closed out, a net change of -5 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q1 2024 was TAP Consulting, an estimated $4.36M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.52M sold.

Based on aggregated 13F filings for Q1 2024.