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iShares Government/Credit Bond ETF

49 hedge funds and large institutions have $187M invested in iShares Government/Credit Bond ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more capital invested

Capital invested by funds: $90.5M → $187M (+$96.2M)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

7% more funds holding

Funds holding: 4649 (+3)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

4.01% less ownership

Funds ownership: 66.83%62.81% (-4%)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$101M +$95.2M +793,175 +2,141%
Bank of America
2
Bank of America
North Carolina
$18.3M +$1.36M +11,294 +8%
DWM
3
Destination Wealth Management
California
$15.3M +$156K +1,298 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.01M +$6.94M +57,791 New
KeyBank National Association
5
KeyBank National Association
Ohio
$4.87M +$172K +1,437 +4%
Morgan Stanley
6
Morgan Stanley
New York
$4.68M +$3.47M +28,894 +297%
UBS Group
7
UBS Group
Switzerland
$3.27M -$231K -1,928 -7%
ACP
8
Aveo Capital Partners
Colorado
$3.01M +$2.98M +24,793 New
IFS
9
Ifrah Financial Services
Arkansas
$2M +$31.6K +263 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.94M -$12.2K -102 -0.6%
Citadel Advisors
11
Citadel Advisors
Florida
$1.87M -$4.11M -34,210 -69%
Wells Fargo
12
Wells Fargo
California
$1.86M -$19.6K -163 -1%
AAS
13
Avantax Advisory Services
Texas
$1.85M +$12K +100 +0.7%
US Bancorp
14
US Bancorp
Minnesota
$1.79M +$449K +3,745 +34%
Truist Financial
15
Truist Financial
North Carolina
$1.74M +$1.72M +14,366 New
WT
16
Whittier Trust
California
$1.49M +$406K +3,380 +38%
BAC
17
Boys Arnold & Co
North Carolina
$1.38M -$48K -400 -3%
WCWM
18
Wooster Corthell Wealth Management
Connecticut
$1.32M +$1.31M +10,924 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.31M +$54.1K +451 +4%
KOCAA
20
Knights of Columbus Asset Advisors
Connecticut
$1.14M -$33.6K -280 -3%
LPL Financial
21
LPL Financial
California
$1.02M +$385K +3,204 +61%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$926K -$9.23M -76,901 -91%
CAG
23
Csenge Advisory Group
Florida
$842K +$833K +6,944 New
OWA
24
Outlook Wealth Advisors
Texas
$748K +$232K +1,936 +46%
Jane Street
25
Jane Street
New York
$715K -$5.5M -45,856 -89%

GBF Hedge Fund Activity: Q1 2020 in Review

49 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q1 2020, worth a combined $187M — up 106% from $90.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GBF positions and 6 closed out — a net gain of 5 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $95.2M. The largest seller was Envestnet Asset Management, cutting an estimated $9.23M.

  • 49 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q1 2020, up from 46 in Q4 2019.
  • Funds reported $187M of iShares Government/Credit Bond ETF stock for Q1 2020, up 106% quarter-over-quarter.
  • 11 funds opened new iShares Government/Credit Bond ETF positions in Q1 2020 and 6 closed out, a net change of +5 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q1 2020 was AssetMark Inc, an estimated $95.2M added.
  • The largest iShares Government/Credit Bond ETF seller in Q1 2020 was Envestnet Asset Management, an estimated $9.23M sold.

Based on aggregated 13F filings for Q1 2020.