iShares Government/Credit Bond ETF
GBF
33 hedge funds and large institutions have $160M invested in iShares Government/Credit Bond ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
68% more capital invested
Capital invested by funds: $95.1M → $160M (+$65M)
30.41% more ownership
Funds ownership: 58.79% → 89.2% (+30%)
14% more funds holding
Funds holding: 29 → 33 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$32.3M |
| 2 |
AssetMark Inc
Concord,
California
|
+$14M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.86M |
| 4 |
Jane Street
New York
|
+$3.74M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.05M |
| 2 |
Goldman Sachs
New York
|
-$1.38M |
| 3 |
BAC
Boys Arnold & Co
Asheville,
North Carolina
|
-$450K |
| 4 |
LPL Financial
San Diego,
California
|
-$203K |
| 5 |
F
FolioMetrix
Omaha,
Nebraska
|
-$83.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAA
26
Managed Account Advisors
Jersey City,
New Jersey
| $36K | – | – | – |
|
|
GT
27
Glenmede Trust
Philadelphia,
Pennsylvania
| $27K | – | – | – |
|
28
Citigroup
New York
| $23K | – | – | – |
|
|
KTC
29
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $10K | +$9.91K | +86 | New |
|
|
FWM
30
Focused Wealth Management
Newburgh,
New York
| $7K | – | – | – |
|
31
Creative Planning
Overland Park,
Kansas
| $2K | – | – | – |
|
|
CWM
32
Catamount Wealth Management
Westport,
Connecticut
| $1K | +$1.15K | +10 | New |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$3.05M | -26,670 | Closed |
|
|
34
Goldman Sachs
New York
| – | -$1.38M | -12,046 | Closed |
|
|
35
LPL Financial
San Diego,
California
| – | -$203K | -1,771 | Closed |
|
|
BRWA
36
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$34 | -300 | Closed |
|
GBF Hedge Fund Activity: Q1 2015 in Review
33 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q1 2015, worth a combined $160M — up 68% from $95.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new GBF positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $32.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.05M sold.
- 33 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q1 2015, up from 29 in Q4 2014.
- Funds reported $160M of iShares Government/Credit Bond ETF stock for Q1 2015, up 68% quarter-over-quarter.
- 9 funds opened new iShares Government/Credit Bond ETF positions in Q1 2015 and 4 closed out, a net change of +5 holders.
- The largest iShares Government/Credit Bond ETF buyer in Q1 2015 was Beaumont Financial Advisors, an estimated $32.3M added.
- The largest iShares Government/Credit Bond ETF seller in Q1 2015 was Susquehanna International Group, an estimated $3.05M sold.
Based on aggregated 13F filings for Q1 2015.