We are live on ! Find out more
IMTB icon

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, 19 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $150M → $162M (+$11.3M)

2% more funds holding

Funds holding: 47 → 48 (+1)

0.56% less ownership

Funds ownership: 70.84% → 70.28% (-0.56%)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
19
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWA
Octavia Wealth Advisors
Ohio
+$11.5M
2
Bank of America
Bank of America
North Carolina
+$2.79M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.52M
4
Mariner
Mariner
Kansas
+$1.24M
5
Morgan Stanley
Morgan Stanley
New York
+$1.21M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$1.54M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.04M
3
LPL Financial
LPL Financial
California
-$499K
4
SWP
Stratos Wealth Partners
Ohio
-$254K
5
PCS
Private Client Services
Kentucky
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$51.1M +$1.24M +29,054 +3%
OWA
2
Octavia Wealth Advisors
Ohio
$21M +$11.5M +268,451 +124%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$20.5M -$1.04M -24,375 -5%
DWM
4
Destination Wealth Management
California
$19.6M +$724K +16,904 +4%
Bank of America
5
Bank of America
North Carolina
$11.8M +$2.79M +65,122 +31%
PA
6
PFG Advisors
Arizona
$6.71M +$56.1K +1,310 +0.9%
Morgan Stanley
7
Morgan Stanley
New York
$5.45M +$1.21M +28,290 +29%
LPL Financial
8
LPL Financial
California
$3.04M -$499K -11,650 -14%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.89M +$256K +5,980 +10%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.56M +$2.52M +58,949 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.18M +$1.17M +27,330 +120%
UBS Group
12
UBS Group
Switzerland
$2.14M +$87.1K +2,034 +4%
PFM
13
Phillips Financial Management
Indiana
$1.78M -$118K -2,748 -6%
Jane Street
14
Jane Street
New York
$1.37M +$504K +11,774 +59%
CFS
15
Cannon Financial Strategists
Georgia
$1.24M -$115K -2,680 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.03M +$289K +6,745 +40%
Raymond James Financial
17
Raymond James Financial
Florida
$967K +$372K +8,697 +64%
CIA
18
Concurrent Investment Advisors
Florida
$660K -$5.09K -119 -0.8%
SPIA
19
Steward Partners Investment Advisory
New York
$658K +$649K +15,150 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$602K +$12.8K +298 +2%
SWC
21
Spectrum Wealth Counsel
Indiana
$487K – – –
MML Investors Services
22
MML Investors Services
Massachusetts
$449K -$21.3K -497 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$399K +$5.18K +121 +1%
RIP
24
Reliant Investment Partners
North Carolina
$390K -$15.7K -366 -4%
RP
25
Rice Partnership
Hawaii
$374K +$9.33K +218 +3%
1
2 3

IMTB Hedge Fund Activity: Q1 2025 in Review

48 of the 7,457 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 19 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.