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

$2.9573000220990004e+219T

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

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

IMTB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Octavia Wealth Advisors, LLCNew Position+669K+$29.6B
UBS Group AGIncreased+71K+$3.1B
PHILLIPS FINANCIAL MANAGEMENT, LLCNew Position+41K+$1.8B
RAYMOND JAMES FINANCIAL INCIncreased+51K+$1.5B
Destination Wealth ManagementIncreased+28K+$1.2B
Cannon Financial Strategists, Inc.New Position+26K+$1.2B
5T Wealth, LLCNew Position+25K+$1.1B
CITADEL ADVISORS LLCNew Position+43K+$1.0B
Steward Partners Investment Advisory, LLCIncreased+13K+$489.9M
Reliant Investment Partners, LLCNew Position+10K+$441.0M
EASTERN BANKNew Position+1K+$44.0M
Kopp Family Office, LLCNew Position+911+$40.0M
Geneos Wealth Management Inc.New Position+860+$38.0M
Archer Investment CorpNew Position+673+$29.0M
Capital Investment Advisory Services, LLCNew Position+500+$22.0M

IMTB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mariner, LLCDecreased-33-$51.8B
ROYAL BANK OF CANADADecreased-4K-$561.0M
MML INVESTORS SERVICES, LLCDecreased-311-$485.6M
OSAIC HOLDINGS, INC.Decreased-1K-$479.0M
PFG AdvisorsDecreased-3K-$122.8M
Advisory Services Network, LLCClosed Position-293-$13.0M
Summit Financial, LLCDecreased-1K-$762K
Cambridge Investment Research Advisors, Inc.Decreased-495-$362K
ASSETMARK, INCClosed Position-3-$133K
FMR LLCClosed Position-36-$1K
BANK OF AMERICA CORP /DE/Decreased-90K-$-8.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Octavia Wealth Advisors, LLC669,077$29.6B2.82%Share
2Destination Wealth Management499,978$22.1B0.58%Share
3UBS Group AG160,061$7.1B1.15%Share
4PFG Advisors158,569$7.0B0.34%Share
5BANK OF AMERICA CORP /DE/132,484$5.0B0.36%Share
6RAYMOND JAMES FINANCIAL INC103,040$4.0B1.24%Share
7BANK OF AMERICA CORP /DE/88,940$3.0B0.22%Share
8JPMORGAN CHASE & CO78,469$3.0B0.19%Share
9Steward Partners Investment Advisory, LLC46,840$2.0B10.97%Share
10PHILLIPS FINANCIAL MANAGEMENT, LLC41,269$1.8B0.12%Share
11Cannon Financial Strategists, Inc.26,412$1.2B0.16%Share
125T Wealth, LLC24,874$1.1B0.44%Share
13ROYAL BANK OF CANADA27,286$1.0B0.16%Share
14SUSQUEHANNA INTERNATIONAL GROUP, LLP23,471$1.0B0.12%Share
15CITADEL ADVISORS LLC43,039$1.0B0.15%Share
16OSAIC HOLDINGS, INC.32,205$1.0B1.46%Share
17Reliant Investment Partners, LLC9,986$441.0M0.35%Share
18CHAPMAN FINANCIAL GROUP, LLC2,257$99.0M0.07%Share
19Mariner, LLC1,123,594$49.0M0.06%Share
20EASTERN BANK1,008$44.0M0.76%Share
21Kopp Family Office, LLC911$40.0M0.03%Share
22Geneos Wealth Management Inc.860$38.0M0.00%Share
23Newbridge Financial Services Group, Inc.744$32.0M0.00%Share
24Archer Investment Corp673$29.0M0.01%Share
25Capital Investment Advisory Services, LLC500$22.0M0.00%Share
26WEALTH ENHANCEMENT ADVISORY SERVICES, LLC386,905$17.1M0.02%Share
27PRIVATE TRUST CO NA345$15.0M0.00%Share
28Ethos Capital Management, Inc.184,040$8.1M7.66%Share
29Global Retirement Partners, LLC192,951$8.0M0.14%Share
30Golden State Wealth Management, LLC153$6.0M0.00%Share
31MORGAN STANLEY115,189$5.0M0.00%Share
32LPL Financial LLC90,850$4.0M0.00%Share
33Mariner, LLC49,291$2.0M0.00%Share
34JANE STREET GROUP, LLC66,662$2.0M0.00%Share
35Summit Financial, LLC61,370$2.0M0.03%Share
36Rice Partnership, LLC10,946$483K0.07%Share
37Charis Legacy Partners, LLC7,100$313K0.46%Share
38Concurrent Investment Advisors, LLC6,511$287K0.00%Share
39JGP Wealth Management, LLC5,756$254K0.03%Share
40Godfrey Financial Associates, Inc.1,314$58K0.05%Share
41NBC SECURITIES, INC.900$39K0.00%Share
42SIGNATUREFD, LLC761$33K0.00%Share
43WealthShield Partners, LLC555$24K0.00%Share
44HARBOUR INVESTMENTS, INC.49$2K0.00%Share
45OSAIC HOLDINGS, INC.23$00.00%Share
46Key FInancial Inc2$00.00%Share
47COMMONWEALTH EQUITY SERVICES, LLC6,230$00.00%Share
48Cambridge Investment Research Advisors, Inc.7,693$00.00%Share
49WELLS FARGO & COMPANY/MN1$00.00%Share
50Kestra Advisory Services, LLC1,196$00.00%Share

IMTB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202556$91.7B+22
Q3 202534$102.5B-14
Q2 202548$169.7B+0
Q1 202548$157.1B+3
Q4 202445$7.9T+8
Q3 202437$8.2T-1
Q2 202438$3.2T+3
Q1 202435$1.0T—

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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 Octavia Wealth Advisors, LLC with $29.6B in shares. This quarter, 11 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 Octavia Wealth Advisors, LLC with $29.6B in shares.

Is institutional ownership of IMTB increasing or decreasing?

This quarter, 11 institutions opened new positions in IMTB and 3 closed their positions.