We are live on ! Find out more
IMTB icon

iShares Core 5-10 Year USD Bond ETF

48 hedge funds and large institutions have $189M 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, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $162M → $189M (+$27.3M)

4.47% more ownership

Funds ownership: 70.28%74.75% (+4.5%)

0% more funds holding

Funds holding: 4848 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
18
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$51M -$353K -8,209 -0.7%
OWA
2
Octavia Wealth Advisors
Ohio
$25.4M +$4.14M +96,360 +20%
DWM
3
Destination Wealth Management
California
$19.9M +$212K +4,932 +1%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$19.8M -$691K -16,065 -3%
Bank of America
5
Bank of America
North Carolina
$12.4M +$460K +10,696 +4%
FNC
6
First National Corp
Massachusetts
$11.3M +$11.2M +259,691 New
PA
7
PFG Advisors
Arizona
$6.73M -$10.1K -235 -0.2%
GRP
8
Global Retirement Partners
California
$5.68M +$5.6M +130,133 New
Morgan Stanley
9
Morgan Stanley
New York
$5.19M -$288K -6,696 -5%
Jane Street
10
Jane Street
New York
$4.99M +$3.56M +82,745 +262%
JP Morgan Chase
11
JP Morgan Chase
New York
$3.72M +$797K +18,539 +28%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.08M +$881K +20,486 +41%
LPL Financial
13
LPL Financial
California
$3.01M -$51.5K -1,198 -2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.06M -$509K -11,832 -20%
UBS Group
15
UBS Group
Switzerland
$2.03M -$119K -2,756 -6%
Raymond James Financial
16
Raymond James Financial
Florida
$1.75M +$768K +17,864 +80%
PFM
17
Phillips Financial Management
Indiana
$1.72M -$69.5K -1,615 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.27M +$235K +5,455 +23%
CFS
19
Cannon Financial Strategists
Georgia
$1.16M -$85K -1,977 -7%
SPIA
20
Steward Partners Investment Advisory
New York
$870K +$206K +4,798 +32%
5W
21
5T Wealth
California
$643K +$327K +7,602 +106%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$610K +$4.26K +99 +0.7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$531K +$128K +2,977 +32%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$498K +$491K +11,407 New
MML Investors Services
25
MML Investors Services
Massachusetts
$470K +$17.9K +416 +4%

IMTB Hedge Fund Activity: Q2 2025 in Review

48 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q2 2025, worth a combined $189M — up 17% from $162M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IMTB positions and 5 closed out — a net gain of 1 holder — while 18 added to existing stakes and 14 trimmed.

The largest buyer was First National Corp, opening a new position worth an estimated $11.2M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $691K.

  • 48 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $189M of iShares Core 5-10 Year USD Bond ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q2 2025 and 5 closed out, a net change of +1 holder.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q2 2025 was First National Corp, an estimated $11.2M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $691K sold.

Based on aggregated 13F filings for Q2 2025.