iShares Core 5-10 Year USD Bond ETF
IMTB
48 hedge funds and large institutions have $162M invested in iShares Core 5-10 Year USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
7% more capital invested
Capital invested by funds: $150M → $162M (+$11.3M)
2% more funds holding
Funds holding: 47 → 48 (+1)
0.59% less ownership
Funds ownership: 70.84% → 70.25% (-0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$11.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.79M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.52M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$1.24M |
| 5 |
Morgan Stanley
New York
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$1.54M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.04M |
| 3 |
LPL Financial
San Diego,
California
|
-$499K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$254K |
| 5 |
PCS
Private Client Services
Louisville,
Kentucky
|
-$224K |
IMTB Hedge Fund Activity: Q1 2025 in Review
48 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q1 2025, worth a combined $162M — up 7.5% from $150M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IMTB positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Octavia Wealth Advisors, adding an estimated $11.5M. The largest seller was Financial Engines Advisors, exiting entirely with an estimated $1.54M sold.
- 48 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q1 2025, up from 47 in Q4 2024.
- Funds reported $162M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2025, up 7.5% quarter-over-quarter.
- 8 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q1 2025 and 4 closed out, a net change of +4 holders.
- The largest iShares Core 5-10 Year USD Bond ETF buyer in Q1 2025 was Octavia Wealth Advisors, an estimated $11.5M added.
- The largest iShares Core 5-10 Year USD Bond ETF seller in Q1 2025 was Financial Engines Advisors, an estimated $1.54M sold.
Based on aggregated 13F filings for Q1 2025.