Who Owns iShares Core 5-10 Year USD Bond ETF (IMTB)?Hedge Fund & Institutional Holders

$43.79+0.01 (+0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.900029573220991e+141T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$41.91$42.63$43.36$44.08$44.80Aug 24May 25Mar 26

IMTB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Octavia Wealth Advisors, LLCNew Position+669K+$29.6M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+387K+$17.1M
Ethos Capital Management, Inc.New Position+184K+$8.1M
Global Retirement Partners, LLCNew Position+193K+$8.0M
PHILLIPS FINANCIAL MANAGEMENT, LLCNew Position+41K+$1.8M
Cannon Financial Strategists, Inc.New Position+26K+$1.2M
5T Wealth, LLCNew Position+25K+$1.1M
CITADEL ADVISORS LLCNew Position+43K+$1.0M
Reliant Investment Partners, LLCNew Position+10K+$441K
Concurrent Investment Advisors, LLCNew Position+7K+$287K
Godfrey Financial Associates, Inc.New Position+1K+$58K
EASTERN BANKNew Position+1K+$44K
Kopp Family Office, LLCNew Position+911+$40K
Geneos Wealth Management Inc.New Position+860+$38K
SIGNATUREFD, LLCNew Position+761+$33K

IMTB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mariner, LLCDecreased-33-$51.8B
BANK OF AMERICA CORP /DE/Decreased-90K-$13.8B
PFG AdvisorsDecreased-3K-$7.1B
Summit Financial, LLCDecreased-1K-$2.8B
ROYAL BANK OF CANADADecreased-4K-$1.6B
OSAIC HOLDINGS, INC.Decreased-1K-$1.5B
MML INVESTORS SERVICES, LLCDecreased-311-$485.6M
Advisory Services Network, LLCClosed Position-293-$13.0M
FMR LLCClosed Position-36-$1.6M
Cambridge Investment Research Advisors, Inc.Decreased-495-$362K
ASSETMARK, INCClosed Position-3-$133K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Mariner, LLC1,123,594$49.0M0.06%Share
2Octavia Wealth Advisors, LLC669,077$29.6M2.82%Share
3Destination Wealth Management499,978$22.1M0.58%Share
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC386,905$17.1M0.02%Share
5Ethos Capital Management, Inc.184,040$8.1M7.66%Share
6Global Retirement Partners, LLC192,951$8.0M0.14%Share
7UBS Group AG160,061$7.1M0.00%Share
8PFG Advisors158,569$7.0M0.34%Share
9BANK OF AMERICA CORP /DE/132,484$5.0M0.00%Share
10MORGAN STANLEY115,189$5.0M0.00%Share
11LPL Financial LLC90,850$4.0M0.00%Share
12RAYMOND JAMES FINANCIAL INC103,040$4.0M0.00%Share
13BANK OF AMERICA CORP /DE/88,940$3.0M0.00%Share
14JPMORGAN CHASE & CO78,469$3.0M0.00%Share
15Mariner, LLC49,291$2.0M0.00%Share
16Steward Partners Investment Advisory, LLC46,840$2.0M0.01%Share
17Summit Financial, LLC61,370$2.0M0.03%Share
18JANE STREET GROUP, LLC66,662$2.0M0.00%Share
19PHILLIPS FINANCIAL MANAGEMENT, LLC41,269$1.8M0.12%Share
20Cannon Financial Strategists, Inc.26,412$1.2M0.16%Share
215T Wealth, LLC24,874$1.1M0.44%Share
22CITADEL ADVISORS LLC43,039$1.0M0.00%Share
23SUSQUEHANNA INTERNATIONAL GROUP, LLP23,471$1.0M0.00%Share
24OSAIC HOLDINGS, INC.32,205$1.0M0.00%Share
25ROYAL BANK OF CANADA27,286$1.0M0.00%Share
26Rice Partnership, LLC10,946$483K0.07%Share
27Reliant Investment Partners, LLC9,986$441K0.35%Share
28Charis Legacy Partners, LLC7,100$313K0.46%Share
29Concurrent Investment Advisors, LLC6,511$287K0.00%Share
30JGP Wealth Management, LLC5,756$254K0.03%Share
31CHAPMAN FINANCIAL GROUP, LLC2,257$99K0.07%Share
32Godfrey Financial Associates, Inc.1,314$58K0.05%Share
33EASTERN BANK1,008$44K0.00%Share
34Kopp Family Office, LLC911$40K0.03%Share
35NBC SECURITIES, INC.900$39K0.00%Share
36Geneos Wealth Management Inc.860$38K0.00%Share
37SIGNATUREFD, LLC761$33K0.00%Share
38Newbridge Financial Services Group, Inc.744$32K0.00%Share
39Archer Investment Corp673$29K0.01%Share
40WealthShield Partners, LLC555$24K0.00%Share
41Capital Investment Advisory Services, LLC500$22K0.00%Share
42PRIVATE TRUST CO NA345$15K0.00%Share
43Golden State Wealth Management, LLC153$6K0.00%Share
44HARBOUR INVESTMENTS, INC.49$2K0.00%Share
45JPMORGAN CHASE & CO267$00.00%Share
46Smartleaf Asset Management LLC65$00.00%Share
47BANK OF MONTREAL /CAN/1,736$00.00%Share
48BANK OF MONTREAL /CAN/3,351$00.00%Share
49ENVESTNET ASSET MANAGEMENT INC21,771$00.00%Share
50Cambridge Investment Research Advisors, Inc.7,693$00.00%Share

IMTB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202556$190.3M+22
Q3 202534$125.0B-14
Q2 202548$181.3B+0
Q1 202548$161.1B+3
Q4 202445$8.3T+8
Q3 202437$78.2T-1
Q2 202438$57.0T+3
Q1 202435$40.3T—

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As of Q4 2025, 50 institutional investors hold IMTB (iShares Core 5-10 Year USD Bond ETF). The largest holder is Mariner, LLC with $49.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own IMTB?

As of Q4 2025, 50 institutional investors report holding IMTB (iShares Core 5-10 Year USD Bond ETF) in their 13F filings.

Who is the largest institutional holder of IMTB?

The largest institutional holder of IMTB is Mariner, LLC with $49.0M in shares.

Is institutional ownership of IMTB increasing or decreasing?

This quarter, 15 institutions opened new positions in IMTB and 3 closed their positions.