IMTB icon

iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

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.

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.64%
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
1
Royal Bank of Canada
Ontario, Canada
$26.8M
2
Bank of America
2
Bank of America
North Carolina
$7.47M
3
LPL Financial
3
LPL Financial
California
$4.82M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.37M
5
DWM
5
Destination Wealth Management
California
$19.1M

Top Sellers

1
Mariner
1
Mariner
Kansas
$49.6M
2
RSWM
2
Robertson Stephens Wealth Management
California
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Jane Street
4
Jane Street
New York
$1.98M
5
UBS Group
5
UBS Group
Switzerland
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$49.6M 1,113,439 -18,133 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$26.8M 601,353 +261,967 +77%
FCA
3
FinTrust Capital Advisors
South Carolina
$22.5M 505,050 +2,395 +0.5%
DWM
4
Destination Wealth Management
California
$19.1M 428,795 +14,771 +4%
Bank of America
5
Bank of America
North Carolina
$7.47M 167,739 +82,117 +96%
PA
6
PFG Advisors
Arizona
$6.45M 144,964 +9,334 +7%
TC
7
TAP Consulting
Missouri
$5.41M 121,567 +7,479 +7%
LPL Financial
8
LPL Financial
California
$4.82M 108,338 +40,163 +59%
Morgan Stanley
9
Morgan Stanley
New York
$4.37M 98,134 +16,139 +20%
UBS Group
10
UBS Group
Switzerland
$2.11M 47,488 -4,403 -8%
PFM
11
Phillips Financial Management
Indiana
$2.04M 45,852 -2,735 -6%
Jane Street
12
Jane Street
New York
$1.98M 44,546 -5,896 -12%
CFS
13
Cannon Financial Strategists
Georgia
$1.24M 27,906 +205 +0.7%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$967K 21,714 +518 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$692K 15,541 +70 +0.5%
Osaic Holdings
16
Osaic Holdings
Arizona
$611K 13,694 +2,094 +18%
MML Investors Services
17
MML Investors Services
Massachusetts
$572K 12,848 +8 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$560K 12,578 -635 -5%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$533K 11,964 – –
CIA
20
Concurrent Investment Advisors
Florida
$527K 11,841 +11,841 New
SWC
21
Spectrum Wealth Counsel
Indiana
$452K 10,145 – –
RP
22
Rice Partnership
Hawaii
$346K 7,781 -267 -3%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$264K 5,934 +2,332 +65%
JWM
24
JGP Wealth Management
Oregon
$256K 5,756 – –
JWCA
25
J.W. Cole Advisors
Florida
$238K 5,344 +22 +0.4%
1
2