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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

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.

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.65%
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
1
Octavia Wealth Advisors
Ohio
$21M
2
Bank of America
2
Bank of America
North Carolina
$11.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.56M
4
Mariner
4
Mariner
Kansas
$51.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.45M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$20.5M
3
LPL Financial
3
LPL Financial
California
$3.04M
4
SWP
4
Stratos Wealth Partners
Ohio
$0
5
PCS
5
Private Client Services
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$51.1M 1,177,716 +29,054 +3%
OWA
2
Octavia Wealth Advisors
Ohio
$21M 484,701 +268,451 +124%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$20.5M 472,792 -24,375 -5%
DWM
4
Destination Wealth Management
California
$19.6M 452,304 +16,904 +4%
Bank of America
5
Bank of America
North Carolina
$11.8M 272,458 +65,122 +31%
PA
6
PFG Advisors
Arizona
$6.71M 154,577 +1,310 +0.9%
Morgan Stanley
7
Morgan Stanley
New York
$5.45M 125,646 +28,290 +29%
LPL Financial
8
LPL Financial
California
$3.04M 70,143 -11,650 -14%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$2.89M 66,648 +5,980 +10%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.56M 58,949 +58,949 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.18M 50,156 +27,330 +120%
UBS Group
12
UBS Group
Switzerland
$2.14M 49,213 +2,034 +4%
PFM
13
Phillips Financial Management
Indiana
$1.78M 41,072 -2,748 -6%
Jane Street
14
Jane Street
New York
$1.37M 31,604 +11,774 +59%
CFS
15
Cannon Financial Strategists
Georgia
$1.24M 28,531 -2,680 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.03M 23,627 +6,745 +40%
Raymond James Financial
17
Raymond James Financial
Florida
$967K 22,291 +8,697 +64%
CIA
18
Concurrent Investment Advisors
Florida
$660K 15,197 -119 -0.8%
SPIA
19
Steward Partners Investment Advisory
New York
$658K 15,150 +15,150 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$602K 13,882 +298 +2%
SWC
21
Spectrum Wealth Counsel
Indiana
$487K 11,230 – –
MML Investors Services
22
MML Investors Services
Massachusetts
$449K 10,354 -497 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$399K 9,190 +121 +1%
RIP
24
Reliant Investment Partners
North Carolina
$390K 8,994 -366 -4%
RP
25
Rice Partnership
Hawaii
$374K 8,614 +218 +3%
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