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iShares Government/Credit Bond ETF

39 hedge funds and large institutions have $54.7M invested in iShares Government/Credit Bond ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3939 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

11.42% less ownership

Funds ownership: 69.47%58.06% (-11%)

27% less capital invested

Capital invested by funds: $74.9M → $54.7M (-$20.2M)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.2M -$522K -4,788 -4%
DWM
2
Destination Wealth Management
California
$9.86M -$2.35M -21,576 -19%
Jane Street
3
Jane Street
New York
$6.37M -$14.4M -132,086 -70%
KeyBank National Association
4
KeyBank National Association
Ohio
$5.52M -$13.6K -125 -0.2%
UBS Group
5
UBS Group
Switzerland
$2.11M +$144K +1,317 +7%
IFS
6
Ifrah Financial Services
Arkansas
$1.74M -$54.7K -502 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.68M +$54.5K +500 +3%
Wells Fargo
8
Wells Fargo
California
$1.68M -$113K -1,037 -6%
BA
9
Boston Advisors
Massachusetts
$1.55M -$191K -1,750 -11%
BAC
10
Boys Arnold & Co
North Carolina
$1.35M -$231K -2,120 -15%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.05M +$779K +7,144 +304%
WT
12
Whittier Trust
California
$983K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$828K -$131K -1,200 -14%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$789K +$779K +7,148 New
Morgan Stanley
15
Morgan Stanley
New York
$738K +$18K +165 +3%
LPL Financial
16
LPL Financial
California
$634K +$27.4K +251 +5%
RJA
17
Raymond James & Associates
Florida
$612K +$45.9K +421 +8%
FUBT
18
First United Bank & Trust
Maryland
$494K -$160K -1,466 -25%
US Bancorp
19
US Bancorp
Minnesota
$479K -$1.05M -9,617 -69%
CSM
20
CAMG Solamere Management
North Carolina
$458K -$343K -3,144 -43%
NFG
21
NewFocus Financial Group
Washington
$428K
1IA
22
1834 Investment Advisors
Wisconsin
$408K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$387K +$57.8K +530 +18%
BTS
24
BB&T Securities
Virginia
$301K +$298K +2,731 New
FWM
25
Frontier Wealth Management
Missouri
$252K +$2.18K +20 +0.9%

GBF Hedge Fund Activity: Q4 2018 in Review

39 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q4 2018, worth a combined $54.7M — down 27% from $74.9M a quarter earlier.

Fund positioning in GBF was balanced in Q4 2018: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $779K. The largest seller was Jane Street, cutting an estimated $14.4M.

  • 39 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $54.7M of iShares Government/Credit Bond ETF stock for Q4 2018, down 27% quarter-over-quarter.
  • 4 funds opened new iShares Government/Credit Bond ETF positions in Q4 2018 and 4 closed out, a net change of 0 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $779K added.
  • The largest iShares Government/Credit Bond ETF seller in Q4 2018 was Jane Street, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2018.