We are live on ! Find out more
IMTB icon

iShares Core 5-10 Year USD Bond ETF

61 hedge funds and large institutions have $202M invested in iShares Core 5-10 Year USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

9% more funds holding

Funds holding: 5661 (+5)

0% more capital invested

Capital invested by funds: $202M → $202M (+$561K)

0.3% less ownership

Funds ownership: 72.49%72.19% (-0.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
24
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
1
Mariner
Kansas
$57.2M +$5.86M +132,565 +11%
DWM
2
Destination Wealth Management
California
$22.6M +$720K +16,291 +3%
OWA
3
Octavia Wealth Advisors
Ohio
$20.4M -$9.01M -203,861 -30%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$12.1M -$4.88M -110,423 -29%
Raymond James Financial
5
Raymond James Financial
Florida
$10.2M +$5.52M +124,955 +116%
Bank of America
6
Bank of America
North Carolina
$9.89M +$189K +4,272 +2%
ECM
7
Ethos Capital Management
Pennsylvania
$9.65M +$1.6M +36,198 +20%
LPL Financial
8
LPL Financial
California
$7.59M +$3.64M +82,279 +91%
PA
9
PFG Advisors
Arizona
$7.06M +$111K +2,508 +2%
UBS Group
10
UBS Group
Switzerland
$6.99M -$23.2K -526 -0.3%
Morgan Stanley
11
Morgan Stanley
New York
$5.18M +$130K +2,942 +3%
Citadel Advisors
12
Citadel Advisors
Florida
$4.36M +$2.49M +56,351 +131%
JP Morgan Chase
13
JP Morgan Chase
New York
$3.99M +$256K +5,793 +7%
SF
14
Summit Financial
New Jersey
$3.18M +$496K +11,231 +18%
SPIA
15
Steward Partners Investment Advisory
New York
$2.1M +$52.5K +1,187 +3%
Jane Street
16
Jane Street
New York
$2.1M -$831K -18,806 -28%
Goldman Sachs
17
Goldman Sachs
New York
$2.05M +$2.06M +46,718 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.91M +$530K +12,002 +38%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.54M +$131K +2,966 +9%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.32M +$299K +6,754 +29%
PFM
21
Phillips Financial Management
Indiana
$1.3M -$508K -11,491 -28%
CFS
22
Cannon Financial Strategists
Georgia
$1.19M +$31.3K +709 +3%
5W
23
5T Wealth
California
$1.09M -$3.98K -90 -0.4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.08M +$123K +2,781 +13%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$791K +$458K +10,356 +135%

IMTB Hedge Fund Activity: Q1 2026 in Review

61 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in iShares Core 5-10 Year USD Bond ETF (IMTB) for Q1 2026, worth a combined $202M — up 0.28% from $202M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IMTB positions and 3 closed out — a net gain of 6 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Mariner, adding an estimated $5.86M. The largest seller was Octavia Wealth Advisors, cutting an estimated $9.01M.

  • 61 institutional investors held iShares Core 5-10 Year USD Bond ETF (IMTB) as of Q1 2026, up from 56 in Q4 2025.
  • Funds reported $202M of iShares Core 5-10 Year USD Bond ETF stock for Q1 2026, up 0.28% quarter-over-quarter.
  • 9 funds opened new iShares Core 5-10 Year USD Bond ETF positions in Q1 2026 and 3 closed out, a net change of +6 holders.
  • The largest iShares Core 5-10 Year USD Bond ETF buyer in Q1 2026 was Mariner, an estimated $5.86M added.
  • The largest iShares Core 5-10 Year USD Bond ETF seller in Q1 2026 was Octavia Wealth Advisors, an estimated $9.01M sold.

Based on aggregated 13F filings for Q1 2026.