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, 6 reducing their positions, and 8 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
4% more capital invested
Capital invested by funds: $107M → $111M (+$4.03M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.03% less ownership
Funds ownership: 64.78% → 64.75% (-0.03%)
10% less funds holding
Funds holding: 49 → 44 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$4.36M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$2.49M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.02M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.29M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$631K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.27M |
| 2 |
Jane Street
New York
|
-$1.68M |
| 3 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$978K |
| 4 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
-$928K |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$716K |
IMTB Hedge Fund Activity: Q1 2024 in Review
44 of the 6,958 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 3.8% from $107M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IMTB and 3 opened new positions — a net loss of 5 holders — while 6 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 Citadel Advisors, exiting entirely with an estimated $2.27M sold.
- 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 3.8% 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 Citadel Advisors, an estimated $2.27M sold.
Based on aggregated 13F filings for Q1 2024.