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iShares Government/Credit Bond ETF

60 hedge funds and large institutions have $135M invested in iShares Government/Credit Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $116M → $135M (+$18.5M)

14.09% more ownership

Funds ownership: 70.71%84.79% (+14%)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

3% less funds holding

Funds holding: 6260 (-2)

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24M -$60.3K -576 -0.3%
Jane Street
2
Jane Street
New York
$16.6M +$4.35M +41,611 +36%
DWM
3
Destination Wealth Management
California
$15.5M +$1.33M +12,739 +10%
AF
4
Allworth Financial
California
$11.7M +$11.5M +110,198 New
AssetMark Inc
5
AssetMark Inc
California
$11.3M +$11.1M +106,435 +20,429%
Bank of America
6
Bank of America
North Carolina
$8.83M -$9.65M -92,217 -52%
US Bancorp
7
US Bancorp
Minnesota
$6.14M +$722K +6,899 +14%
KeyBank National Association
8
KeyBank National Association
Ohio
$4.68M -$108K -1,034 -2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.11M +$955K +9,124 +45%
BCM
10
Beaumont Capital Management
Massachusetts
$2.64M -$57.2K -547 -2%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$1.94M +$1.67M +15,959 +665%
LPL Financial
12
LPL Financial
California
$1.88M +$1.18M +11,278 +175%
KC
13
Kenfarb & Co
Kentucky
$1.79M -$210K -2,010 -11%
RJA
14
Raymond James & Associates
Florida
$1.77M +$407K +3,886 +30%
WB
15
WesBanco Bank
West Virginia
$1.54M +$55.4K +529 +4%
Ameriprise
16
Ameriprise
Minnesota
$1.51M +$211K +2,020 +17%
CGFA
17
Colton Groome Financial Advisors
North Carolina
$1.48M +$236K +2,254 +19%
BFG
18
Barber Financial Group
Kansas
$1.29M -$3.45K -33 -0.3%
SOS
19
Silver Oak Securities
Tennessee
$1.28M +$2.41K +23 +0.2%
WT
20
Whittier Trust
California
$1.27M
Citadel Advisors
21
Citadel Advisors
Florida
$1.19M +$1.18M +11,283 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.06M -$1.41M -13,482 -57%
WCWM
23
Wooster Corthell Wealth Management
Connecticut
$1.04M -$21.2K -203 -2%
ANTB
24
AMG National Trust Bank
Colorado
$985K -$41.9K -400 -4%
AWM
25
AE Wealth Management
Kansas
$950K +$939K +8,977 New

GBF Hedge Fund Activity: Q1 2023 in Review

60 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q1 2023, worth a combined $135M — up 16% from $116M a quarter earlier.

Fund positioning in GBF was balanced in Q1 2023: 9 funds opened new positions, 9 closed out, 17 added to existing stakes and 22 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $11.5M. The largest seller was Bank of America, cutting an estimated $9.65M.

  • 60 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q1 2023, down from 62 in Q4 2022.
  • Funds reported $135M of iShares Government/Credit Bond ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 9 funds opened new iShares Government/Credit Bond ETF positions in Q1 2023 and 9 closed out, a net change of 0 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q1 2023 was Allworth Financial, an estimated $11.5M added.
  • The largest iShares Government/Credit Bond ETF seller in Q1 2023 was Bank of America, an estimated $9.65M sold.

Based on aggregated 13F filings for Q1 2023.