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iShares Government/Credit Bond ETF
GBF

49 hedge funds and large institutions have $187M invested in iShares Government/Credit Bond ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more capital invested

Capital invested by funds: $90.5M → $187M (+$96.2M)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

7% more funds holding

Funds holding: 46 → 49 (+3)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

4.01% less ownership

Funds ownership: 66.83% → 62.81% (-4%)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$95.2M
2
Morgan Stanley
Morgan Stanley
New York
+$3.47M
3
ACP
Aveo Capital Partners
Colorado
+$2.98M
4
Truist Financial
Truist Financial
North Carolina
+$1.72M
5
Bank of America
Bank of America
North Carolina
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.23M
2
Jane Street
Jane Street
New York
-$5.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.11M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$2.23M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$685K +$87.8K +732 +15%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$664K -$49.7K -414 -7%
FUBT
28
First United Bank & Trust
Maryland
$473K -$109K -911 -19%
NFG
29
NewFocus Financial Group
Washington
$454K +$36.7K +306 +9%
A
30
AdvicePeriod
California
$450K -$4.32K -36 -1%
1IA
31
1834 Investment Advisors
Wisconsin
$413K – – –
BIA
32
Biondo Investment Advisors
Pennsylvania
$324K +$320K +2,670 New
MML Investors Services
33
MML Investors Services
Massachusetts
$307K -$85.4K -712 -22%
CSM
34
CAMG Solamere Management
North Carolina
$303K -$46.9K -391 -14%
W
35
WealthOne
New York
$302K +$299K +2,493 New
Goldman Sachs
36
Goldman Sachs
New York
$299K +$21.6K +180 +8%
Ameriprise
37
Ameriprise
Minnesota
$268K +$55.8K +465 +27%
Stifel Financial
38
Stifel Financial
Missouri
$246K +$243K +2,028 New
NFG
39
Next Financial Group
Texas
$139K -$9.84K -82 -7%
HNB
40
Huntington National Bank
Ohio
$73K – – –
FEG
41
Financial Enhancement Group
Indiana
$64K – – –
Citigroup
42
Citigroup
New York
$56K – – –
William Blair & Company
43
William Blair & Company
Illinois
$33K +$32.4K +270 New
CHA
44
Carmichael Hill & Associates
Maryland
$13K – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$11K -$120 -1 -1%
FWM
46
Focused Wealth Management
New York
$8K – – –
TFA
47
Toth Financial Advisory
Virginia
$7K – – –
PB
48
Pinnacle Bancorp
Nebraska
$7K +$7.32K +61 New
EWM
49
EPG Wealth Management
Georgia
$3K – – –
CAN
50
Claraphi Advisory Network
United States
$1K +$1.2K +10 New
1
2
3

GBF Hedge Fund Activity: Q1 2020 in Review

49 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q1 2020, worth a combined $187M — up 106% from $90.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GBF positions and 6 closed out — a net gain of 5 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $95.2M. The largest seller was Envestnet Asset Management, cutting an estimated $9.23M.

  • 49 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q1 2020, up from 46 in Q4 2019.
  • Funds reported $187M of iShares Government/Credit Bond ETF stock for Q1 2020, up 106% quarter-over-quarter.
  • 11 funds opened new iShares Government/Credit Bond ETF positions in Q1 2020 and 6 closed out, a net change of +5 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q1 2020 was AssetMark Inc, an estimated $95.2M added.
  • The largest iShares Government/Credit Bond ETF seller in Q1 2020 was Envestnet Asset Management, an estimated $9.23M sold.

Based on aggregated 13F filings for Q1 2020.