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iShares Government/Credit Bond ETF

62 hedge funds and large institutions have $116M invested in iShares Government/Credit Bond ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $105M → $116M (+$10.9M)

5% more funds holding

Funds holding: 5962 (+3)

1.73% more ownership

Funds ownership: 68.97%70.71% (+1.7%)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
17
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.3M -$3.37M -32,931 -13%
Bank of America
2
Bank of America
North Carolina
$18M +$10.6M +103,839 +145%
DWM
3
Destination Wealth Management
California
$13.7M -$2.32M -22,607 -14%
Jane Street
4
Jane Street
New York
$11.8M +$1.51M +14,709 +15%
GAB
5
German American Bancorp
Indiana
$7.66M +$7.65M +74,644 New
US Bancorp
6
US Bancorp
Minnesota
$5.24M +$1.58M +15,415 +43%
KeyBank National Association
7
KeyBank National Association
Ohio
$4.64M +$281K +2,742 +6%
BCM
8
Beaumont Capital Management
Massachusetts
$2.62M +$12.2K +119 +0.5%
Wells Fargo
9
Wells Fargo
California
$2.49M +$149K +1,453 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.41M +$1.21M +11,765 +100%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.08M -$1.84M -17,992 -47%
KC
12
Kenfarb & Co
Kentucky
$1.94M -$87.1K -850 -4%
WB
13
WesBanco Bank
West Virginia
$1.44M +$112K +1,098 +9%
RJA
14
Raymond James & Associates
Florida
$1.31M +$73.8K +721 +6%
Ameriprise
15
Ameriprise
Minnesota
$1.26M +$398K +3,887 +47%
BFG
16
Barber Financial Group
Kansas
$1.26M -$57.5K -561 -4%
SOS
17
Silver Oak Securities
Tennessee
$1.24M +$394K +3,845 +47%
WT
18
Whittier Trust
California
$1.23M
CGFA
19
Colton Groome Financial Advisors
North Carolina
$1.21M +$1.21M +11,769 New
BMCM
20
Bryn Mawr Capital Management
Pennsylvania
$1.05M +$1.05M +10,225 New
WCWM
21
Wooster Corthell Wealth Management
Connecticut
$1.03M +$16K +156 +2%
ANTB
22
AMG National Trust Bank
Colorado
$996K -$255K -2,485 -20%
BIA
23
Biondo Investment Advisors
Pennsylvania
$915K +$2.56K +25 +0.3%
BWCS
24
Beirne Wealth Consulting Services
Connecticut
$901K -$181K -1,770 -17%
LPL Financial
25
LPL Financial
California
$663K -$117K -1,144 -15%

GBF Hedge Fund Activity: Q4 2022 in Review

62 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q4 2022, worth a combined $116M — up 10% from $105M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GBF positions and 10 closed out — a net gain of 3 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $10.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.89M sold.

  • 62 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q4 2022, up from 59 in Q3 2022.
  • Funds reported $116M of iShares Government/Credit Bond ETF stock for Q4 2022, up 10% quarter-over-quarter.
  • 13 funds opened new iShares Government/Credit Bond ETF positions in Q4 2022 and 10 closed out, a net change of +3 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q4 2022 was Bank of America, an estimated $10.6M added.
  • The largest iShares Government/Credit Bond ETF seller in Q4 2022 was Citadel Advisors, an estimated $5.89M sold.

Based on aggregated 13F filings for Q4 2022.