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iShares Government/Credit Bond ETF

61 hedge funds and large institutions have $103M invested in iShares Government/Credit Bond ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 6061 (+1)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

16.56% less ownership

Funds ownership: 84.79%68.23% (-17%)

24% less capital invested

Capital invested by funds: $135M → $103M (-$31.6M)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% 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
21
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19M -$4.57M -43,612 -19%
DWM
2
Destination Wealth Management
California
$15.7M +$433K +4,134 +3%
Bank of America
3
Bank of America
North Carolina
$8.77M +$92.2K +879 +1%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.9M +$4.88M +46,517 +158%
US Bancorp
5
US Bancorp
Minnesota
$7.31M +$1.29M +12,278 +21%
AssetMark Inc
6
AssetMark Inc
California
$5.37M -$5.81M -55,368 -52%
KeyBank National Association
7
KeyBank National Association
Ohio
$4.49M -$112K -1,072 -2%
BCM
8
Beaumont Capital Management
Massachusetts
$2.57M -$32.6K -311 -1%
Jane Street
9
Jane Street
New York
$2.48M -$13.9M -132,955 -85%
CGFA
10
Colton Groome Financial Advisors
North Carolina
$1.95M +$500K +4,771 +34%
LPL Financial
11
LPL Financial
California
$1.88M +$38.5K +367 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.72M +$1.18M +11,238 +211%
KC
13
Kenfarb & Co
Kentucky
$1.6M -$163K -1,550 -9%
RJA
14
Raymond James & Associates
Florida
$1.55M -$184K -1,755 -11%
Ameriprise
15
Ameriprise
Minnesota
$1.41M -$69.1K -659 -5%
SOS
16
Silver Oak Securities
Tennessee
$1.32M +$67.2K +641 +5%
WB
17
WesBanco Bank
West Virginia
$1.28M -$236K -2,251 -15%
WT
18
Whittier Trust
California
$1.25M
WCWM
19
Wooster Corthell Wealth Management
Connecticut
$986K -$33.7K -321 -3%
AWM
20
AE Wealth Management
Kansas
$945K +$11.2K +107 +1%
BWCS
21
Beirne Wealth Consulting Services
Connecticut
$942K +$65.5K +625 +7%
BIA
22
Biondo Investment Advisors
Pennsylvania
$933K +$8.39K +80 +0.9%
Wells Fargo
23
Wells Fargo
California
$905K +$318K +3,031 +53%
BMCM
24
Bryn Mawr Capital Management
Pennsylvania
$896K +$16K +153 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$891K -$151K -1,444 -14%

GBF Hedge Fund Activity: Q2 2023 in Review

61 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q2 2023, worth a combined $103M — down 24% from $135M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GBF positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $4.88M. The largest seller was Jane Street, cutting an estimated $13.9M.

  • 61 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q2 2023, up from 60 in Q1 2023.
  • Funds reported $103M of iShares Government/Credit Bond ETF stock for Q2 2023, down 24% quarter-over-quarter.
  • 9 funds opened new iShares Government/Credit Bond ETF positions in Q2 2023 and 7 closed out, a net change of +2 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $4.88M added.
  • The largest iShares Government/Credit Bond ETF seller in Q2 2023 was Jane Street, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2023.