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iShares Government/Credit Bond ETF
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Overview Fund Activity

83 hedge funds and large institutions have $280M invested in iShares Government/Credit Bond ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
20
Reduced
34
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.1M
2
US Bancorp
US Bancorp
Minnesota
+$3.07M
3
Bank of America
Bank of America
North Carolina
+$1.39M
4
CGFA
Colton Groome Financial Advisors
North Carolina
+$1.14M
5
SSWM
Sheets Smith Wealth Management
North Carolina
+$1.02M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$28.5M
2
AssetMark Inc
AssetMark Inc
California
-$10.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$4.02M
4
OIA
OneDigital Investment Advisors
Kansas
-$3.6M
5
BCM
Beaumont Capital Management
Massachusetts
-$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$14.9K +$14.9K +142 New
FFA
77
Farther Finance Advisors
California
$14.8K -$45.1K -429 -75%
GIA
78
GHP Investment Advisors
Colorado
$10.3K +$10.3K +98 New
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
HI
80
Harbour Investments
Wisconsin
$6.84K – – –
Bessemer Group
81
Bessemer Group
New Jersey
$6K +$6K +55 New
TFA
82
Toth Financial Advisory
Virginia
$4.53K – – –
EWA
83
EverSource Wealth Advisors
Alabama
$3.22K -$37.7K -363 -92%
HR
84
Howe & Rusling
New York
$2.11K +$2.11K +20 New
WT
85
Whittier Trust
California
– -$866K -8,653 Closed
WEG
86
World Equity Group
Illinois
– -$766K -7,655 Closed
MFG
87
Merit Financial Group
Georgia
– -$702K -7,014 Closed
CW
88
CreativeOne Wealth
Kansas
– -$681K -6,808 Closed
D
89
Dentgroup
Louisiana
– -$564K -5,635 Closed
RSWM
90
Robertson Stephens Wealth Management
California
– -$518K -5,175 Closed
HGWM
91
Horst & Graben Wealth Management
Oregon
– -$446K -4,453 Closed
WA
92
Wealth Alliance
New York
– -$374K -3,736 Closed
OFS
93
Oldfather Financial Services
Nebraska
– -$291K -2,905 Closed
MML Investors Services
94
MML Investors Services
Massachusetts
– -$284K -2,838 Closed
RFP
95
RCS Financial Planning
Maryland
– -$283K -2,832 Closed
FWP
96
Firethorn Wealth Partners
Georgia
– -$265K -2,646 Closed
SPC
97
Sigma Planning Corp
Michigan
– -$260K -2,595 Closed
OWA
98
One Wealth Advisors
California
– -$259K -2,593 Closed
BFA
99
Beaumont Financial Advisors
Massachusetts
– -$258K -2,577 Closed
BWS
100
Buck Wealth Strategies
Colorado
– -$34.6K -346 Closed
1 2 3
4
5