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iShares Core 5-10 Year USD Bond ETF

54 hedge funds and large institutions have $196M invested in iShares Core 5-10 Year USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

13% more funds holding

Funds holding: 4854 (+6)

1.57% more ownership

Funds ownership: 74.75%76.32% (+1.6%)

4% more capital invested

Capital invested by funds: $189M → $196M (+$6.63M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
18
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$51.9M +$149K +3,411 +0.3%
OWA
2
Octavia Wealth Advisors
Ohio
$27.3M +$1.63M +37,381 +6%
DWM
3
Destination Wealth Management
California
$20.9M +$637K +14,584 +3%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$18.9M -$1.25M -28,528 -6%
Bank of America
5
Bank of America
North Carolina
$13.8M +$1.25M +28,579 +10%
FNC
6
First National Corp
Massachusetts
$11.3M -$173K -3,967 -2%
PA
7
PFG Advisors
Arizona
$7.13M +$304K +6,964 +5%
GRP
8
Global Retirement Partners
California
$6.36M +$596K +13,653 +10%
Morgan Stanley
9
Morgan Stanley
New York
$5M -$254K -5,807 -5%
UBS Group
10
UBS Group
Switzerland
$3.94M +$1.86M +42,674 +92%
JP Morgan Chase
11
JP Morgan Chase
New York
$3.25M -$510K -11,675 -14%
LPL Financial
12
LPL Financial
California
$3.25M +$199K +4,549 +7%
SF
13
Summit Financial
New Jersey
$2.76M +$2.73M +62,479 New
Raymond James Financial
14
Raymond James Financial
Florida
$2.49M +$708K +16,218 +40%
Jane Street
15
Jane Street
New York
$2.36M -$2.66M -60,905 -53%
PFM
16
Phillips Financial Management
Indiana
$1.72M -$21.1K -482 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.56M -$1.54M -35,307 -50%
SPIA
18
Steward Partners Investment Advisory
New York
$1.51M +$621K +14,213 +71%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.48M +$190K +4,343 +15%
CFS
20
Cannon Financial Strategists
Georgia
$1.16M -$14.5K -332 -1%
5W
21
5T Wealth
California
$1.08M +$421K +9,645 +65%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.03M -$1.04M -23,788 -50%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$918K +$297K +6,795 +49%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$540K +$1.97K +45 +0.4%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$504K

IMTB Hedge Fund Activity: Q3 2025 in Review

54 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q3 2025, worth a combined $196M — up 3.5% from $189M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IMTB positions and 1 closed out — a net gain of 6 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $2.73M. The largest seller was Jane Street, cutting an estimated $2.66M.

  • 54 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q3 2025, up from 48 in Q2 2025.
  • Funds reported $196M of iShares Core 5-10 Year USD Bond ETF stock for Q3 2025, up 3.5% quarter-over-quarter.
  • 7 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q3 2025 and 1 closed out, a net change of +6 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q3 2025 was Summit Financial, an estimated $2.73M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q3 2025 was Jane Street, an estimated $2.66M sold.

Based on aggregated 13F filings for Q3 2025.