iShares Core 5-10 Year USD Bond ETF
IMTB
41 hedge funds and large institutions have $136M invested in iShares Core 5-10 Year USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 6 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
23% more capital invested
Capital invested by funds: $111M → $136M (+$25.3M)
4.83% more ownership
Funds ownership: 64.75% → 69.59% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 44 → 41 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$13.7M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$13.1M |
| 3 |
Jane Street
New York
|
+$2.13M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.13M |
| 5 |
JP Morgan Chase
New York
|
+$879K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.23M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.99M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.71M |
| 4 |
FCA
FinTrust Capital Advisors
Greenville,
South Carolina
|
-$678K |
| 5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$201K |
IMTB Hedge Fund Activity: Q2 2024 in Review
41 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q2 2024, worth a combined $136M — up 23% from $111M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IMTB and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 18 added.
The largest buyer was Royal Bank of Canada, adding an estimated $13.7M. The largest seller was Baird Financial Group, exiting entirely with an estimated $2.23M sold.
- 41 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q2 2024, down from 44 in Q1 2024.
- Funds reported $136M of iShares Core 5-10 Year USD Bond ETF stock for Q2 2024, up 23% quarter-over-quarter.
- 4 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q2 2024 and 6 closed out, a net change of -2 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q2 2024 was Royal Bank of Canada, an estimated $13.7M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q2 2024 was Baird Financial Group, an estimated $2.23M sold.
Based on aggregated 13F filings for Q2 2024.