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iShares Core 5-10 Year USD Bond ETF

56 hedge funds and large institutions have $202M invested in iShares Core 5-10 Year USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

4% more funds holding

Funds holding: 5456 (+2)

3% more capital invested

Capital invested by funds: $196M → $202M (+$6.24M)

3.83% less ownership

Funds ownership: 76.32%72.49% (-3.8%)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
6
Increased
20
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$51.8M -$1.46K -33 -0%
OWA
2
Octavia Wealth Advisors
Ohio
$29.6M +$2.24M +50,635 +8%
DWM
3
Destination Wealth Management
California
$22.1M +$1.25M +28,158 +6%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$17.1M -$1.83M -41,294 -10%
Bank of America
5
Bank of America
North Carolina
$9.79M -$4M -90,309 -29%
GRP
6
Global Retirement Partners
California
$8.53M +$2.18M +49,165 +34%
ECM
7
Ethos Capital Management
Pennsylvania
$8.13M +$8.15M +184,040 New
UBS Group
8
UBS Group
Switzerland
$7.07M +$3.14M +70,930 +80%
PA
9
PFG Advisors
Arizona
$7.01M -$121K -2,737 -2%
Morgan Stanley
10
Morgan Stanley
New York
$5.09M +$90.6K +2,046 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$4.76M +$2.27M +51,345 +91%
LPL Financial
12
LPL Financial
California
$4.02M +$768K +17,356 +24%
JP Morgan Chase
13
JP Morgan Chase
New York
$3.78M +$531K +12,003 +16%
Jane Street
14
Jane Street
New York
$2.95M +$585K +13,218 +25%
SF
15
Summit Financial
New Jersey
$2.71M -$49.1K -1,109 -2%
SPIA
16
Steward Partners Investment Advisory
New York
$2.07M +$561K +12,679 +37%
Citadel Advisors
17
Citadel Advisors
Florida
$1.9M +$1.91M +43,039 New
PFM
18
Phillips Financial Management
Indiana
$1.82M +$102K +2,294 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.43M -$53K -1,197 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.4M -$164K -3,698 -10%
CFS
21
Cannon Financial Strategists
Georgia
$1.17M +$8.41K +190 +0.7%
5W
22
5T Wealth
California
$1.1M +$21.5K +486 +2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.04M +$6.29K +142 +0.6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$962K +$44.1K +995 +5%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$504K

IMTB Hedge Fund Activity: Q4 2025 in Review

56 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q4 2025, worth a combined $202M — up 3.2% from $196M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IMTB positions and 3 closed out — a net gain of 3 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $3.14M. The largest seller was Bank of America, cutting an estimated $4M.

  • 56 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q4 2025, up from 54 in Q3 2025.
  • Funds reported $202M of iShares Core 5-10 Year USD Bond ETF stock for Q4 2025, up 3.2% quarter-over-quarter.
  • 6 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q4 2025 and 3 closed out, a net change of +3 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q4 2025 was UBS Group, an estimated $3.14M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q4 2025 was Bank of America, an estimated $4M sold.

Based on aggregated 13F filings for Q4 2025.