We are live on ! Find out more
GBF icon

iShares Government/Credit Bond ETF
GBF

64 hedge funds and large institutions have $97.8M invested in iShares Government/Credit Bond ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

14% more funds holding

Funds holding: 56 → 64 (+8)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

4.19% less ownership

Funds ownership: 59.64% → 55.45% (-4.2%)

13% less capital invested

Capital invested by funds: $112M → $97.8M (-$14.3M)

Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$3.21M
2
BFG
Barber Financial Group
Kansas
+$1.84M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.37M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$1M
5
TP
Tranquility Partners
Tennessee
+$897K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$10.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.61M
3
AAS
Avantax Advisory Services
Texas
-$3.91M
4
Morgan Stanley
Morgan Stanley
New York
-$3.02M
5
Wells Fargo
Wells Fargo
California
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
26
Outlook Wealth Advisors
Texas
$710K -$7.64K -61 -1%
BFA
27
Beaumont Financial Advisors
Massachusetts
$689K +$351K +2,805 +105%
BIA
28
Biondo Investment Advisors
Pennsylvania
$676K +$14.4K +115 +2%
Truist Financial
29
Truist Financial
North Carolina
$580K +$215K +1,718 +59%
SCM
30
Symons Capital Management
Pennsylvania
$563K +$42.9K +343 +8%
Kayne Anderson Rudnick Investment Management
31
Kayne Anderson Rudnick Investment Management
California
$517K – – –
Goldman Sachs
32
Goldman Sachs
New York
$505K +$194K +1,548 +63%
NFG
33
NewFocus Financial Group
Washington
$482K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$453K +$153K +1,224 +52%
1IA
35
1834 Investment Advisors
Wisconsin
$429K – – –
RJA
36
Raymond James & Associates
Florida
$414K -$168K -1,343 -29%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$385K +$6.88K +55 +2%
NFG
38
Next Financial Group
Texas
$381K +$183K +1,465 +94%
A
39
AdvicePeriod
California
$380K -$4.51K -36 -1%
TWP
40
Tower Wealth Partners
Pennsylvania
$378K +$376K +3,002 New
MML Investors Services
41
MML Investors Services
Massachusetts
$368K +$7.76K +62 +2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$349K +$84.4K +674 +32%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$332K -$93.1K -744 -22%
AAS
44
Avantax Advisory Services
Texas
$307K -$3.91M -31,235 -93%
Citadel Advisors
45
Citadel Advisors
Florida
$265K -$5.61M -44,851 -96%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$228K -$2.5K -20 -1%
FWM
47
Frontier Wealth Management
Missouri
$226K +$225K +1,798 New
BCM
48
Beaumont Capital Management
Massachusetts
$220K +$218K +1,745 New
HH
49
Hilltop Holdings
Texas
$219K +$9.14K +73 +4%
PIM
50
Penobscot Investment Management
Massachusetts
$203K +$202K +1,610 New
1
2
3

GBF Hedge Fund Activity: Q4 2020 in Review

64 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q4 2020, worth a combined $97.8M — down 13% from $112M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GBF positions and 3 closed out — a net gain of 8 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $3.21M. The largest seller was Jane Street, cutting an estimated $10.4M.

  • 64 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q4 2020, up from 56 in Q3 2020.
  • Funds reported $97.8M of iShares Government/Credit Bond ETF stock for Q4 2020, down 13% quarter-over-quarter.
  • 11 funds opened new iShares Government/Credit Bond ETF positions in Q4 2020 and 3 closed out, a net change of +8 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q4 2020 was AssetMark Inc, an estimated $3.21M added.
  • The largest iShares Government/Credit Bond ETF seller in Q4 2020 was Jane Street, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2020.