iShares Core 5-10 Year USD Bond ETF
IMTB
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.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
7% more funds holding
Funds holding: 44 → 47 (+3)
1.22% more ownership
Funds ownership: 69.62% → 70.84% (+1.2%)
7% less capital invested
Capital invested by funds: $161M → $150M (-$10.9M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$20.9M |
| 2 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$9.34M |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$7.02M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.71M |
| 5 |
JP Morgan Chase
New York
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$25M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.15M |
| 3 |
Jane Street
New York
|
-$1.07M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$238K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$151K |
IMTB Hedge Fund Activity: Q4 2024 in Review
47 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2024, worth a combined $150M — down 6.7% from $161M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IMTB positions and 5 closed out — a net gain of 5 holders — while 19 added to existing stakes and 11 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $20.9M. The largest seller was Royal Bank of Canada, cutting an estimated $25M.
- 47 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2024, up from 44 in Q3 2024.
- Funds reported $150M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2024, down 6.7% quarter-over-quarter.
- 10 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2024 and 5 closed out, a net change of +5 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $20.9M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $25M sold.
Based on aggregated 13F filings for Q4 2024.