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iShares Government/Credit Bond ETF

65 hedge funds and large institutions have $271M invested in iShares Government/Credit Bond ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more capital invested

Capital invested by funds: $97.8M → $271M (+$173M)

42.64% more ownership

Funds ownership: 55.45%98.09% (+43%)

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 6465 (+1)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$157M +$149M +1,214,183 +1,236%
DWM
2
Destination Wealth Management
California
$17.1M +$775K +6,327 +5%
Bank of America
3
Bank of America
North Carolina
$15.3M -$460K -3,756 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.2M +$10.4M +85,167 +1,019%
Citadel Advisors
5
Citadel Advisors
Florida
$11.1M +$11.1M +90,638 +4,312%
ACP
6
Aveo Capital Partners
Colorado
$4.97M +$5.08M +41,440 New
Wells Fargo
7
Wells Fargo
California
$4.56M +$202K +1,650 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.7M +$500K +4,078 +15%
Ameriprise
9
Ameriprise
Minnesota
$2.78M +$199K +1,628 +8%
BFG
10
Barber Financial Group
Kansas
$2.7M +$393K +3,211 +17%
KeyBank National Association
11
KeyBank National Association
Ohio
$2.69M +$72.8K +594 +3%
AFG
12
Allegheny Financial Group
Pennsylvania
$2.65M +$1.12M +9,114 +70%
US Bancorp
13
US Bancorp
Minnesota
$2.55M +$33K +269 +1%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.27M +$2.32M +18,924 New
IFS
15
Ifrah Financial Services
Arkansas
$1.93M -$62.8K -513 -3%
Morgan Stanley
16
Morgan Stanley
New York
$1.81M +$28.2K +230 +2%
Jane Street
17
Jane Street
New York
$1.8M -$350K -2,859 -16%
WT
18
Whittier Trust
California
$1.47M
UBS Group
19
UBS Group
Switzerland
$1.46M -$380K -3,099 -20%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.29M
WCWM
21
Wooster Corthell Wealth Management
Connecticut
$1.23M +$1.35K +11 +0.1%
ANTB
22
AMG National Trust Bank
Colorado
$1.22M -$122K -1,000 -9%
AIC
23
Ameritas Investment Company
Nebraska
$1.05M +$1.08M +8,788 New
CAG
24
Csenge Advisory Group
Florida
$1.05M +$1.07M +8,728 New
LPL Financial
25
LPL Financial
California
$1.04M +$16.4K +134 +2%

GBF Hedge Fund Activity: Q1 2021 in Review

65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q1 2021, worth a combined $271M — up 177% from $97.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GBF positions and 7 closed out — a net gain of 2 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $149M. The largest seller was Knights of Columbus Asset Advisors, cutting an estimated $621K.

  • 65 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q1 2021, up from 64 in Q4 2020.
  • Funds reported $271M of iShares Government/Credit Bond ETF stock for Q1 2021, up 177% quarter-over-quarter.
  • 9 funds opened new iShares Government/Credit Bond ETF positions in Q1 2021 and 7 closed out, a net change of +2 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q1 2021 was AssetMark Inc, an estimated $149M added.
  • The largest iShares Government/Credit Bond ETF seller in Q1 2021 was Knights of Columbus Asset Advisors, an estimated $621K sold.

Based on aggregated 13F filings for Q1 2021.