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iShares Government/Credit Bond ETF

49 hedge funds and large institutions have $92.7M invested in iShares Government/Credit Bond ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

0% more funds holding

Funds holding: 4949 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

5.93% less ownership

Funds ownership: 62.81%56.88% (-5.9%)

50% less capital invested

Capital invested by funds: $187M → $92.7M (-$94.1M)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Destination Wealth Management
California
$15.8M +$33.5K +271 +0.2%
Bank of America
2
Bank of America
North Carolina
$15M -$3.91M -31,640 -21%
AssetMark Inc
3
AssetMark Inc
California
$7.13M -$95.6M -773,291 -93%
Wells Fargo
4
Wells Fargo
California
$5.93M +$3.96M +32,022 +209%
Jane Street
5
Jane Street
New York
$5.41M +$4.62M +37,336 +634%
KeyBank National Association
6
KeyBank National Association
Ohio
$5.08M +$53.8K +435 +1%
Morgan Stanley
7
Morgan Stanley
New York
$4.76M -$69.8K -565 -1%
UBS Group
8
UBS Group
Switzerland
$4.31M +$929K +7,516 +28%
Ameriprise
9
Ameriprise
Minnesota
$2.58M +$2.27M +18,350 +830%
US Bancorp
10
US Bancorp
Minnesota
$2.15M +$295K +2,389 +16%
IFS
11
Ifrah Financial Services
Arkansas
$2.04M -$25.3K -205 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2M +$124 +1 +0%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.92M +$947K +7,661 +100%
AAS
14
Avantax Advisory Services
Texas
$1.88M -$22.3K -180 -1%
WT
15
Whittier Trust
California
$1.54M
WCWM
16
Wooster Corthell Wealth Management
Connecticut
$1.43M +$56.1K +454 +4%
ANTB
17
AMG National Trust Bank
Colorado
$1.42M +$1.41M +11,370 New
KOCAA
18
Knights of Columbus Asset Advisors
Connecticut
$1.18M
LPL Financial
19
LPL Financial
California
$1.09M +$38.7K +313 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$844K +$156K +1,262 +23%
Osaic Holdings
21
Osaic Holdings
Arizona
$803K -$6.35M -51,380 -89%
OWA
22
Outlook Wealth Advisors
Texas
$749K -$22.9K -185 -3%
BIA
23
Biondo Investment Advisors
Pennsylvania
$632K +$294K +2,375 +89%
RJA
24
Raymond James & Associates
Florida
$612K -$94.7K -766 -14%
Stifel Financial
25
Stifel Financial
Missouri
$594K +$336K +2,714 +134%

GBF Hedge Fund Activity: Q2 2020 in Review

49 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q2 2020, worth a combined $92.7M — down 50% from $187M a quarter earlier.

Fund positioning in GBF was balanced in Q2 2020: 8 funds opened new positions, 8 closed out, 19 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $4.62M. The largest seller was AssetMark Inc, cutting an estimated $95.6M.

  • 49 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $92.7M of iShares Government/Credit Bond ETF stock for Q2 2020, down 50% quarter-over-quarter.
  • 8 funds opened new iShares Government/Credit Bond ETF positions in Q2 2020 and 8 closed out, a net change of 0 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q2 2020 was Jane Street, an estimated $4.62M added.
  • The largest iShares Government/Credit Bond ETF seller in Q2 2020 was AssetMark Inc, an estimated $95.6M sold.

Based on aggregated 13F filings for Q2 2020.