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iShares Government/Credit Bond ETF

75 hedge funds and large institutions have $202M invested in iShares Government/Credit Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% more ownership

Funds ownership: 84.49%84.81% (+0.32%)

10% less funds holding

Funds holding: 8375 (-8)

28% less capital invested

Capital invested by funds: $280M → $202M (-$78.1M)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

53% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 38

Holders
75
Holders Change
-8
Holders Change %
-9.64%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
18
Reduced
38
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$41.8M -$60.1M -579,848 -59%
JP Morgan Chase
2
JP Morgan Chase
New York
$26.5M -$887K -8,555 -3%
DWM
3
Destination Wealth Management
California
$17.1M +$2.07M +20,007 +14%
OIA
4
OneDigital Investment Advisors
Kansas
$15.8M -$99.4K -959 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$11.6M -$12.3M -118,704 -52%
US Bancorp
6
US Bancorp
Minnesota
$10.4M -$16K -154 -0.2%
RCS
7
Retirement Capital Strategies
California
$9.36M +$9.37M +90,376 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$8.8M +$8.33M +80,360 +1,740%
Bank of America
9
Bank of America
North Carolina
$8.77M -$1.25M -12,019 -12%
Jane Street
10
Jane Street
New York
$5.19M -$1.58M -15,276 -23%
ACP
11
Aveo Capital Partners
Colorado
$3.54M +$68.3K +659 +2%
KeyBank National Association
12
KeyBank National Association
Ohio
$3.51M -$59.3K -572 -2%
CGFA
13
Colton Groome Financial Advisors
North Carolina
$3.33M -$29.6K -285 -0.9%
Osaic Holdings
14
Osaic Holdings
Arizona
$3M -$10.2M -98,076 -77%
MWM
15
Modern Wealth Management
Kansas
$2.5M +$422K +4,073 +20%
LPL Financial
16
LPL Financial
California
$2.18M +$217K +2,090 +11%
Citadel Advisors
17
Citadel Advisors
Florida
$2.01M +$2.01M +19,371 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.9M -$1.6M -15,435 -46%
SOS
19
Silver Oak Securities
Tennessee
$1.4M -$291K -2,803 -17%
BWCS
20
Beirne Wealth Consulting Services
Connecticut
$1.37M +$14K +135 +1%
WB
21
WesBanco Bank
West Virginia
$1.37M +$79.5K +767 +6%
CAG
22
Csenge Advisory Group
Florida
$1.36M -$728K -7,019 -35%
TWM
23
TSA Wealth Management
Texas
$1.2M -$40.6K -392 -3%
DWM
24
Dogwood Wealth Management
Kansas
$1.19M +$138K +1,329 +13%
BIA
25
Biondo Investment Advisors
Pennsylvania
$1.1M +$41K +395 +4%

GBF Hedge Fund Activity: Q1 2024 in Review

75 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q1 2024, worth a combined $202M — down 28% from $280M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of GBF and 12 opened new positions — a net loss of 7 holders — while 38 trimmed existing stakes and 18 added.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $9.37M. The largest seller was AssetMark Inc, cutting an estimated $60.1M.

  • 75 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q1 2024, down from 83 in Q4 2023.
  • Funds reported $202M of iShares Government/Credit Bond ETF stock for Q1 2024, down 28% quarter-over-quarter.
  • 12 funds opened new iShares Government/Credit Bond ETF positions in Q1 2024 and 19 closed out, a net change of -7 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q1 2024 was Retirement Capital Strategies, an estimated $9.37M added.
  • The largest iShares Government/Credit Bond ETF seller in Q1 2024 was AssetMark Inc, an estimated $60.1M sold.

Based on aggregated 13F filings for Q1 2024.