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iShares Government/Credit Bond ETF

84 hedge funds and large institutions have $303M invested in iShares Government/Credit Bond ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

194% more capital invested

Capital invested by funds: $103M → $303M (+$200M)

38% more funds holding

Funds holding: 6184 (+23)

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

15.77% more ownership

Funds ownership: 68.23%84% (+16%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $430K

Holders
84
Holders Change
+23
Holders Change %
+37.7%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
25
Reduced
21
Closed
5
Calls
Puts
$430K
Net Calls
-$430K
Net Calls Change
-$430K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$108M +$105M +1,027,408 +1,992%
JP Morgan Chase
2
JP Morgan Chase
New York
$53.6M +$54.8M +535,599 New
OIA
3
OneDigital Investment Advisors
Kansas
$18.8M +$18.6M +182,159 +3,143%
Osaic Holdings
4
Osaic Holdings
Arizona
$16.5M +$15.2M +148,699 +897%
DWM
5
Destination Wealth Management
California
$16.1M +$1.1M +10,775 +7%
Morgan Stanley
6
Morgan Stanley
New York
$11.5M -$6.91M -67,574 -37%
Bank of America
7
Bank of America
North Carolina
$8.36M -$81.5K -797 -0.9%
Jane Street
8
Jane Street
New York
$7.26M +$4.98M +48,731 +205%
US Bancorp
9
US Bancorp
Minnesota
$7.17M +$143K +1,403 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.57M +$3.8M +37,130 +433%
KeyBank National Association
11
KeyBank National Association
Ohio
$3.92M -$401K -3,925 -9%
ACP
12
Aveo Capital Partners
Colorado
$3.86M +$3.58M +35,031 +981%
BCM
13
Beaumont Capital Management
Massachusetts
$3.41M +$960K +9,390 +38%
CAG
14
Csenge Advisory Group
Florida
$2.7M +$2.76M +26,979 New
CGFA
15
Colton Groome Financial Advisors
North Carolina
$2.16M +$287K +2,811 +15%
LPL Financial
16
LPL Financial
California
$1.92M +$109K +1,064 +6%
KC
17
Kenfarb & Co
Kentucky
$1.48M -$58.3K -570 -4%
RJA
18
Raymond James & Associates
Florida
$1.43M -$64K -626 -4%
AG
19
Ascent Group
Virginia
$1.33M +$1.37M +13,383 New
Ameriprise
20
Ameriprise
Minnesota
$1.31M -$58.1K -568 -4%
WB
21
WesBanco Bank
West Virginia
$1.25M +$17.8K +174 +1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.05M -$6.69M -65,407 -86%
BIA
23
Biondo Investment Advisors
Pennsylvania
$1.02M +$121K +1,180 +13%
BWCS
24
Beirne Wealth Consulting Services
Connecticut
$942K
WCWM
25
Wooster Corthell Wealth Management
Connecticut
$889K -$61.5K -601 -6%

GBF Hedge Fund Activity: Q3 2023 in Review

84 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q3 2023, worth a combined $303M — up 194% from $103M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GBF positions and 5 closed out — a net gain of 24 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $105M. The largest seller was Morgan Stanley, cutting an estimated $6.91M.

  • 84 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q3 2023, up from 61 in Q2 2023.
  • Funds reported $303M of iShares Government/Credit Bond ETF stock for Q3 2023, up 194% quarter-over-quarter.
  • 29 funds opened new iShares Government/Credit Bond ETF positions in Q3 2023 and 5 closed out, a net change of +24 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q3 2023 was AssetMark Inc, an estimated $105M added.
  • The largest iShares Government/Credit Bond ETF seller in Q3 2023 was Morgan Stanley, an estimated $6.91M sold.

Based on aggregated 13F filings for Q3 2023.