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iShares Government/Credit Bond ETF

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: 4040 (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
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$22.5M -$46.3K -420 -0.2%
Bank of America
2
Bank of America
North Carolina
$13.3M -$169K -1,535 -1%
DWM
3
Destination Wealth Management
California
$11.8M +$7.59M +68,833 +181%
Jane Street
4
Jane Street
New York
$10.5M -$657K -5,954 -6%
KeyBank National Association
5
KeyBank National Association
Ohio
$5.61M +$331 +3 +0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.92M +$2.22M +20,160 +321%
VF
7
Virtu Financial
New York
$2.64M +$2.64M +23,908 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.42M +$82.9K +751 +4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.15M +$137K +1,243 +7%
BFA
10
Beaumont Financial Advisors
Massachusetts
$2.13M +$1.58M +14,337 +288%
UBS Group
11
UBS Group
Switzerland
$1.99M +$201K +1,818 +11%
Wells Fargo
12
Wells Fargo
California
$1.88M -$255K -2,308 -12%
IFS
13
Ifrah Financial Services
Arkansas
$1.8M +$36.2K +328 +2%
BAC
14
Boys Arnold & Co
North Carolina
$1.79M -$90.5K -820 -5%
BA
15
Boston Advisors
Massachusetts
$1.75M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.74M -$12.6K -114 -0.7%
WT
17
Whittier Trust
California
$983K
CSM
18
CAMG Solamere Management
North Carolina
$930K -$266K -2,410 -22%
Morgan Stanley
19
Morgan Stanley
New York
$719K +$11.1K +101 +2%
LPL Financial
20
LPL Financial
California
$704K -$122K -1,108 -15%
FUBT
21
First United Bank & Trust
Maryland
$659K +$40.8K +370 +7%
CWM
22
Cornerstone Wealth Management
Missouri
$600K +$7.29M +66,096 New
NFG
23
NewFocus Financial Group
Washington
$428K -$29.8K -270 -7%
1IA
24
1834 Investment Advisors
Wisconsin
$420K -$52.7K -478 -11%
RJA
25
Raymond James & Associates
Florida
$369K -$340K -3,080 -48%

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.