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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
18
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.7M
2
Mariner
Mariner
Kansas
+$13.1M
3
Jane Street
Jane Street
New York
+$2.13M
4
LPL Financial
LPL Financial
California
+$1.13M
5
JP Morgan Chase
JP Morgan Chase
New York
+$879K

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.23M
2
OMC
Old Mission Capital
Illinois
-$1.99M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.71M
4
FCA
FinTrust Capital Advisors
South Carolina
-$678K
5
PFM
Phillips Financial Management
Indiana
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$48.2M +$13.1M +309,799 +38%
FCA
2
FinTrust Capital Advisors
South Carolina
$21.4M -$678K -16,057 -3%
DWM
3
Destination Wealth Management
California
$17.6M +$155K +3,667 +0.9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.5M +$13.7M +325,329 +2,314%
PA
5
PFG Advisors
Arizona
$5.78M +$175K +4,135 +3%
TC
6
TAP Consulting
Missouri
$4.86M +$521K +12,336 +12%
Bank of America
7
Bank of America
North Carolina
$3.65M +$459K +10,871 +15%
Morgan Stanley
8
Morgan Stanley
New York
$3.49M -$8.28K -196 -0.2%
LPL Financial
9
LPL Financial
California
$2.9M +$1.13M +26,858 +65%
UBS Group
10
UBS Group
Switzerland
$2.21M +$92.1K +2,180 +4%
Jane Street
11
Jane Street
New York
$2.15M +$2.13M +50,442 New
PFM
12
Phillips Financial Management
Indiana
$2.07M -$201K -4,765 -9%
CFS
13
Cannon Financial Strategists
Georgia
$1.18M -$64.3K -1,523 -5%
JP Morgan Chase
14
JP Morgan Chase
New York
$903K +$879K +20,810 +5,391%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$659K +$45.6K +1,080 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$563K +$930 +22 +0.2%
MML Investors Services
17
MML Investors Services
Massachusetts
$547K +$37.3K +882 +7%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$510K – – –
Osaic Holdings
19
Osaic Holdings
Arizona
$496K +$20.1K +475 +4%
SWC
20
Spectrum Wealth Counsel
Indiana
$432K – – –
RSWM
21
Robertson Stephens Wealth Management
California
$363K +$6K +142 +2%
RP
22
Rice Partnership
Hawaii
$343K +$42 +1 +0%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$289K -$1.71M -40,454 -86%
JWM
24
JGP Wealth Management
Oregon
$245K – – –
JWCA
25
J.W. Cole Advisors
Florida
$227K -$52.4K -1,240 -19%
1
2

IMTB Hedge Fund Activity: Q2 2024 in Review

41 of the 6,924 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.