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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.76M |
| 4 |
Morgan Stanley
New York
|
+$707K |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$647K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$794K |
| 2 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$363K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$289K |
| 4 |
Jane Street
New York
|
-$258K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$193K |
IMTB Hedge Fund Activity: Q3 2024 in Review
44 of the 6,978 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.