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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

47 hedge funds and large institutions have $150M invested in iShares Core 5-10 Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
19
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$21.1M
2
OWA
2
Octavia Wealth Advisors
Ohio
$9.18M
3
GRP
3
Global Retirement Partners
California
$6.9M
4
Bank of America
4
Bank of America
North Carolina
$8.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.58M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$968K
2
LPL Financial
2
LPL Financial
California
$3.47M
3
Jane Street
3
Jane Street
New York
$842K
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$48.8M 1,148,662 +35,223 +3%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$21.1M 497,167 +485,203 +4,056%
DWM
3
Destination Wealth Management
California
$18.5M 435,400 +6,605 +2%
OWA
4
Octavia Wealth Advisors
Ohio
$9.18M 216,250 +216,250 New
Bank of America
5
Bank of America
North Carolina
$8.8M 207,336 +39,597 +24%
GRP
6
Global Retirement Partners
California
$6.9M 162,571 +162,571 New
PA
7
PFG Advisors
Arizona
$6.51M 153,267 +8,303 +6%
TC
8
TAP Consulting
Missouri
$5.26M 123,812 +2,245 +2%
Morgan Stanley
9
Morgan Stanley
New York
$4.13M 97,356 -778 -0.8%
LPL Financial
10
LPL Financial
California
$3.47M 81,793 -26,545 -25%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$2.58M 60,668 +38,954 +179%
UBS Group
12
UBS Group
Switzerland
$2M 47,179 -309 -0.7%
PFM
13
Phillips Financial Management
Indiana
$1.86M 43,820 -2,032 -4%
Financial Engines Advisors
14
Financial Engines Advisors
California
$1.54M 36,393 +36,393 New
CFS
15
Cannon Financial Strategists
Georgia
$1.32M 31,211 +3,305 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$968K 22,826 -578,527 -96%
Jane Street
17
Jane Street
New York
$842K 19,830 -24,716 -55%
Osaic Holdings
18
Osaic Holdings
Arizona
$718K 16,882 +3,188 +23%
CIA
19
Concurrent Investment Advisors
Florida
$650K 15,316 +3,475 +29%
Raymond James Financial
20
Raymond James Financial
Florida
$577K 13,594 +13,594 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$577K 13,584 -1,957 -13%
SWC
22
Spectrum Wealth Counsel
Indiana
$477K 11,230 +1,085 +11%
MML Investors Services
23
MML Investors Services
Massachusetts
$461K 10,851 -1,997 -16%
RIP
24
Reliant Investment Partners
North Carolina
$397K 9,360 +9,360 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$385K 9,069 -3,509 -28%
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