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iShares Government/Credit Bond ETF

27 hedge funds and large institutions have $131M invested in iShares Government/Credit Bond ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more capital invested

Capital invested by funds: $40.6M → $131M (+$90.2M)

54.19% more ownership

Funds ownership: 40.61%94.8% (+54%)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

4% less funds holding

Funds holding: 2827 (-1)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
7
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$24.7M +$24.8M +224,578 New
US Bancorp
2
US Bancorp
Minnesota
$23.2M +$23.2M +210,575 New
AEPG
3
American Economic Planning Group
New Jersey
$18.7M +$18.8M +170,388 New
AI
4
Atria Investments
North Carolina
$18.7M +$18.7M +169,806 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.1M +$17.1M +155,386 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.79M +$1.1M +9,954 +23%
BAC
7
Boys Arnold & Co
North Carolina
$4.32M -$140K -1,265 -3%
U
8
UBS
Switzerland
$3.07M +$85.4K +774 +3%
Goldman Sachs
9
Goldman Sachs
New York
$2.8M -$2.9M -26,312 -51%
Bank of America
10
Bank of America
North Carolina
$2.51M +$8.16K +74 +0.3%
Morgan Stanley
11
Morgan Stanley
New York
$1.9M -$582K -5,272 -23%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.85M -$54.7K -496 -3%
IFS
13
Ifrah Financial Services
Arkansas
$1.64M +$2.54K +23 +0.2%
MAA
14
Managed Account Advisors
New Jersey
$1.1M +$981K +8,890 +800%
Wells Fargo
15
Wells Fargo
California
$678K -$4.52K -41 -0.7%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$491K +$475K +4,308 +2,693%
HNB
17
Huntington National Bank
Ohio
$432K
WT
18
Washington Trust
Rhode Island
$426K -$2.32K -21 -0.5%
CA
19
Cetera Advisors
Colorado
$361K
KeyBank National Association
20
KeyBank National Association
Ohio
$335K +$74.6K +676 +29%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$270K +$271K +2,455 New
LPL Financial
22
LPL Financial
California
$266K
FM
23
Forward Management
California
$80K
Citigroup
24
Citigroup
New York
$37K -$10.6K -96 -22%
GT
25
Glenmede Trust
Pennsylvania
$26K

GBF Hedge Fund Activity: Q4 2013 in Review

27 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q4 2013, worth a combined $131M — up 222% from $40.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GBF positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $24.8M. The largest seller was Jane Street, exiting entirely with an estimated $3.58M sold.

  • 27 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q4 2013, down from 28 in Q3 2013.
  • Funds reported $131M of iShares Government/Credit Bond ETF stock for Q4 2013, up 222% quarter-over-quarter.
  • 6 funds opened new iShares Government/Credit Bond ETF positions in Q4 2013 and 5 closed out, a net change of +1 holder.
  • The largest iShares Government/Credit Bond ETF buyer in Q4 2013 was Beaumont Financial Advisors, an estimated $24.8M added.
  • The largest iShares Government/Credit Bond ETF seller in Q4 2013 was Jane Street, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2013.