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iShares Core 5-10 Year USD Bond ETF
IMTB

44 hedge funds and large institutions have $161M invested in iShares Core 5-10 Year USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

18% more capital invested

Capital invested by funds: $136M → $161M (+$24.8M)

7% more funds holding

Funds holding: 41 → 44 (+3)

0.03% more ownership

Funds ownership: 69.59% → 69.62% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% 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
6
Increased
18
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.5M
2
Bank of America
Bank of America
North Carolina
+$3.6M
3
LPL Financial
LPL Financial
California
+$1.76M
4
Morgan Stanley
Morgan Stanley
New York
+$707K
5
DWM
Destination Wealth Management
California
+$647K

Top Sellers

1
Mariner
Mariner
Kansas
-$794K
2
RSWM
Robertson Stephens Wealth Management
California
-$363K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$289K
4
Jane Street
Jane Street
New York
-$258K
5
UBS Group
UBS Group
Switzerland
-$193K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$49.6M -$794K -18,133 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$26.8M +$11.5M +261,967 +77%
FCA
3
FinTrust Capital Advisors
South Carolina
$22.5M +$105K +2,395 +0.5%
DWM
4
Destination Wealth Management
California
$19.1M +$647K +14,771 +4%
Bank of America
5
Bank of America
North Carolina
$7.47M +$3.6M +82,117 +96%
PA
6
PFG Advisors
Arizona
$6.45M +$409K +9,334 +7%
TC
7
TAP Consulting
Missouri
$5.41M +$328K +7,479 +7%
LPL Financial
8
LPL Financial
California
$4.82M +$1.76M +40,163 +59%
Morgan Stanley
9
Morgan Stanley
New York
$4.37M +$707K +16,139 +20%
UBS Group
10
UBS Group
Switzerland
$2.11M -$193K -4,403 -8%
PFM
11
Phillips Financial Management
Indiana
$2.04M -$120K -2,735 -6%
Jane Street
12
Jane Street
New York
$1.98M -$258K -5,896 -12%
CFS
13
Cannon Financial Strategists
Georgia
$1.24M +$8.98K +205 +0.7%
JP Morgan Chase
14
JP Morgan Chase
New York
$967K +$22.7K +518 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$692K +$3.07K +70 +0.5%
Osaic Holdings
16
Osaic Holdings
Arizona
$611K +$91.7K +2,094 +18%
MML Investors Services
17
MML Investors Services
Massachusetts
$572K +$350 +8 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$560K -$27.8K -635 -5%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$533K – – –
CIA
20
Concurrent Investment Advisors
Florida
$527K +$519K +11,841 New
SWC
21
Spectrum Wealth Counsel
Indiana
$452K – – –
RP
22
Rice Partnership
Hawaii
$346K -$11.7K -267 -3%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$264K +$102K +2,332 +65%
JWM
24
JGP Wealth Management
Oregon
$256K – – –
JWCA
25
J.W. Cole Advisors
Florida
$238K +$964 +22 +0.4%
1
2

IMTB Hedge Fund Activity: Q3 2024 in Review

44 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2024, worth a combined $161M — up 18% from $136M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IMTB positions and 3 closed out — a net gain of 3 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $11.5M. The largest seller was Mariner, cutting an estimated $794K.

  • 44 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2024, up from 41 in Q2 2024.
  • Funds reported $161M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2024 and 3 closed out, a net change of +3 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $11.5M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2024 was Mariner, an estimated $794K sold.

Based on aggregated 13F filings for Q3 2024.