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iShares Government/Credit Bond ETF

83 hedge funds and large institutions have $280M invested in iShares Government/Credit Bond ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.49% more ownership

Funds ownership: 84%84.49% (+0.49%)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 8483 (-1)

7% less capital invested

Capital invested by funds: $303M → $280M (-$22.6M)

41% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 34

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
20
Reduced
34
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$103M -$9.7M -95,839 -9%
JP Morgan Chase
2
JP Morgan Chase
New York
$27.8M -$27.4M -271,105 -51%
Morgan Stanley
3
Morgan Stanley
New York
$24.2M +$11.6M +115,112 +100%
OIA
4
OneDigital Investment Advisors
Kansas
$16.2M -$3.46M -34,192 -18%
DWM
5
Destination Wealth Management
California
$15.2M -$1.66M -16,389 -10%
Osaic Holdings
6
Osaic Holdings
Arizona
$13.4M -$3.87M -38,246 -23%
US Bancorp
7
US Bancorp
Minnesota
$10.6M +$2.95M +29,174 +41%
Bank of America
8
Bank of America
North Carolina
$10.2M +$1.34M +13,214 +16%
Jane Street
9
Jane Street
New York
$6.89M -$719K -7,107 -10%
KeyBank National Association
10
KeyBank National Association
Ohio
$3.63M -$482K -4,765 -12%
ACP
11
Aveo Capital Partners
Colorado
$3.59M -$452K -4,472 -12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.56M -$1.2M -11,894 -26%
CGFA
13
Colton Groome Financial Advisors
North Carolina
$3.41M +$1.09M +10,814 +50%
CAG
14
Csenge Advisory Group
Florida
$2.12M -$689K -6,810 -25%
MWM
15
Modern Wealth Management
Kansas
$2.11M +$2.03M +20,068 New
LPL Financial
16
LPL Financial
California
$1.99M -$23.2K -229 -1%
SOS
17
Silver Oak Securities
Tennessee
$1.71M +$818K +8,082 +99%
RJA
18
Raymond James & Associates
Florida
$1.48M -$26.6K -263 -2%
AG
19
Ascent Group
Virginia
$1.41M +$22.9K +226 +2%
Ameriprise
20
Ameriprise
Minnesota
$1.39M +$20.8K +206 +2%
BWCS
21
Beirne Wealth Consulting Services
Connecticut
$1.38M +$412K +4,071 +45%
WB
22
WesBanco Bank
West Virginia
$1.31M
TWM
23
TSA Wealth Management
Texas
$1.26M +$1.21M +11,963 New
BIA
24
Biondo Investment Advisors
Pennsylvania
$1.07M +$5.56K +55 +0.5%
DWM
25
Dogwood Wealth Management
Kansas
$1.07M +$1.03M +10,197 New

GBF Hedge Fund Activity: Q4 2023 in Review

83 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q4 2023, worth a combined $280M — down 7.5% from $303M a quarter earlier.

Fund positioning in GBF was balanced in Q4 2023: 20 funds opened new positions, 20 closed out, 20 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.6M. The largest seller was JP Morgan Chase, cutting an estimated $27.4M.

  • 83 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q4 2023, down from 84 in Q3 2023.
  • Funds reported $280M of iShares Government/Credit Bond ETF stock for Q4 2023, down 7.5% quarter-over-quarter.
  • 20 funds opened new iShares Government/Credit Bond ETF positions in Q4 2023 and 20 closed out, a net change of 0 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $11.6M added.
  • The largest iShares Government/Credit Bond ETF seller in Q4 2023 was JP Morgan Chase, an estimated $27.4M sold.

Based on aggregated 13F filings for Q4 2023.