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iShares Government/Credit Bond ETF
GBF

40 hedge funds and large institutions have $94.6M invested in iShares Government/Credit Bond ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

13% more capital invested

Capital invested by funds: $83.7M → $94.6M (+$10.8M)

11.82% more ownership

Funds ownership: 58.58% → 70.4% (+12%)

0% more funds holding

Funds holding: 40 → 40 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Destination Wealth Management
California
+$7.59M
2
CWM
Cornerstone Wealth Management
Missouri
+$7.29M
3
VF
Virtu Financial
New York
+$2.64M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.22M
5
BFA
Beaumont Financial Advisors
Massachusetts
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$2.08M
2
Jane Street
Jane Street
New York
-$657K
3
HighTower Advisors
HighTower Advisors
Illinois
-$434K
4
RJA
Raymond James & Associates
Florida
-$340K
5
CSM
CAMG Solamere Management
North Carolina
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$327K +$1.66K +15 +0.5%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$317K – – –
OC
28
Oppenheimer & Co
New York
$252K +$2.32K +21 +0.9%
FWM
29
Frontier Wealth Management
Missouri
$246K +$2.21K +20 +0.9%
TNBTD
30
Trustmark National Bank Trust Department
Mississippi
$213K – – –
HNB
31
Huntington National Bank
Ohio
$203K – – –
CC
32
Cassaday & Co
Virginia
$98K – – –
Citigroup
33
Citigroup
New York
$74K +$110 +1 +0.1%
SBL
34
Sargent Bickham Lagudis
Colorado
$43K – – –
SWM
35
SeaCrest Wealth Management
New York
$38K – – –
AssetMark Inc
36
AssetMark Inc
California
$23K -$2.08M -18,817 -99%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16K +$15.6K +141 New
FWM
38
Focused Wealth Management
New York
$7K – – –
TFA
39
Toth Financial Advisory
Virginia
$6K – – –
JP Morgan Chase
40
JP Morgan Chase
New York
$5K – – –
HighTower Advisors
41
HighTower Advisors
Illinois
– -$434K -3,939 Closed
TSS
42
Two Sigma Securities
New York
– -$212K -1,898 Closed
SV
43
Sturgeon Ventures
United Kingdom
– -$201K -1,287 Closed
1
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GBF Hedge Fund Activity: Q2 2018 in Review

40 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q2 2018, worth a combined $94.6M — up 13% from $83.7M a quarter earlier.

Fund positioning in GBF was balanced in Q2 2018: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 12 trimmed.

The largest buyer was Destination Wealth Management, adding an estimated $7.59M. The largest seller was AssetMark Inc, cutting an estimated $2.08M.

  • 40 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $94.6M of iShares Government/Credit Bond ETF stock for Q2 2018, up 13% quarter-over-quarter.
  • 3 funds opened new iShares Government/Credit Bond ETF positions in Q2 2018 and 3 closed out, a net change of 0 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q2 2018 was Destination Wealth Management, an estimated $7.59M added.
  • The largest iShares Government/Credit Bond ETF seller in Q2 2018 was AssetMark Inc, an estimated $2.08M sold.

Based on aggregated 13F filings for Q2 2018.