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iShares Core 5-10 Year USD Bond ETF
IMTB

Overview Fund Activity

48 hedge funds and large institutions have $188M invested in iShares Core 5-10 Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
17
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNC
First National Corp
Massachusetts
$11.3M
2
OWA
Octavia Wealth Advisors
Ohio
$25.4M
3
Jane Street
Jane Street
New York
$4.99M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.08M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.72M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$19.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.06M
3
Mariner
Mariner
Kansas
$51M
4
CIA
Concurrent Investment Advisors
Florida
$318K
5
Osaic Holdings
Osaic Holdings
Arizona
$707K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
1
Mariner
Kansas
$51M -$358K -8,209 -0.7%
OWA
2
Octavia Wealth Advisors
Ohio
$25.4M +$4.2M +96,360 +20%
DWM
3
Destination Wealth Management
California
$19.9M +$215K +4,932 +1%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$19.8M -$695K -16,065 -3%
Bank of America
5
Bank of America
North Carolina
$12.4M +$467K +10,696 +4%
FNC
6
First National Corp
Massachusetts
$11.3M +$11.3M +259,691 New
PA
7
PFG Advisors
Arizona
$6.73M -$10.3K -235 -0.2%
GRP
8
Global Retirement Partners
California
$5.68M +$5.68M +130,133 New
Morgan Stanley
9
Morgan Stanley
New York
$5.19M -$292K -6,696 -5%
Jane Street
10
Jane Street
New York
$4.99M +$3.61M +82,745 +262%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$3.72M +$809K +18,539 +28%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.08M +$894K +20,486 +41%
LPL Financial
13
LPL Financial
California
$3.01M -$52.3K -1,198 -2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.06M -$516K -11,832 -20%
UBS Group
15
UBS Group
Switzerland
$2.03M -$120K -2,756 -6%
Raymond James Financial
16
Raymond James Financial
Florida
$1.75M +$779K +17,864 +80%
PFM
17
Phillips Financial Management
Indiana
$1.72M -$70.5K -1,615 -4%
CFS
18
Cannon Financial Strategists
Georgia
$1.16M -$86.3K -1,977 -7%
SPIA
19
Steward Partners Investment Advisory
New York
$870K +$209K +4,798 +32%
Osaic Holdings
20
Osaic Holdings
Arizona
$707K -$297K -6,991 -30%
5W
21
5T Wealth
California
$643K +$332K +7,602 +106%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$610K +$4.32K +99 +0.7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$531K +$130K +2,977 +32%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$498K +$498K +11,407 New
MML Investors Services
25
MML Investors Services
Massachusetts
$470K +$18.2K +416 +4%
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