Who Owns IMTB?
iShares Core 5-10 Year USD Bond ETF — Institutional Ownership & 13F Holdings
$43.81
+0.06 (+0.14%)
Market Cap
$287.1M
Shares Outstanding
6,370,790
Institutional Holders
48
Total Inst. Value
$107.2M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
10
Closed Positions
7
Increased
21
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Octavia Wealth Advisors, LLC | $21.0M | 484,701 |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.5M | 472,792 |
| 3 | Destination Wealth Management | $19.6M | 452,304 |
| 4 | BANK OF AMERICA CORP /DE/ | $11.8M | 272,458 |
| 5 | PFG Advisors | $6.7M | 154,577 |
| 6 | MORGAN STANLEY | $5.5M | 125,646 |
| 7 | JPMORGAN CHASE & CO | $2.9M | 66,648 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $2.6M | 58,949 |
| 9 | ROYAL BANK OF CANADA | $2.2M | 50,156 |
| 10 | UBS Group AG | $2.1M | 49,213 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Octavia Wealth Advisors, LLC | +268K | $21.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +461K | $20.5M |
| Destination Wealth Management | +17K | $19.6M |
| BANK OF AMERICA CORP /DE/ | +65K | $11.8M |
| PFG Advisors | +1K | $6.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -12K | $3K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | -3K | $1.8M |
| Cannon Financial Strategists, Inc. | -3K | $1.2M |
| MML INVESTORS SERVICES, LLC | -497 | $449K |
| Concurrent Investment Advisors, LLC | -119 | $659K |
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Frequently Asked Questions
How many institutional investors hold IMTB?
As of Q1 2025, 48 institutional investors report holding IMTB (iShares Core 5-10 Year USD Bond ETF) in their 13F filings.
Which hedge fund owns the most IMTB?
The largest institutional holder of IMTB is Octavia Wealth Advisors, LLC with $21.0M in shares.
Are institutions buying or selling IMTB?
This quarter, 10 institutions opened new positions in IMTB and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.