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iShares Government/Credit Bond ETF

71 hedge funds and large institutions have $182M invested in iShares Government/Credit Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

0.59% less ownership

Funds ownership: 84.81%84.22% (-0.59%)

5% less funds holding

Funds holding: 7571 (-4)

10% less capital invested

Capital invested by funds: $202M → $182M (-$20.3M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
71
Holders Change
-4
Holders Change %
-5.33%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
27
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$39.2M -$2.19M -21,476 -5%
JP Morgan Chase
2
JP Morgan Chase
New York
$24.3M -$1.93M -18,933 -7%
DWM
3
Destination Wealth Management
California
$17.3M +$312K +3,055 +2%
OIA
4
OneDigital Investment Advisors
Kansas
$15M -$728K -7,130 -5%
Morgan Stanley
5
Morgan Stanley
New York
$14.2M +$2.72M +26,607 +24%
US Bancorp
6
US Bancorp
Minnesota
$9.54M -$800K -7,831 -8%
Bank of America
7
Bank of America
North Carolina
$9.09M +$386K +3,784 +4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$5.7M -$3.01M -29,458 -35%
Osaic Holdings
9
Osaic Holdings
Arizona
$5M +$2.02M +19,755 +68%
ACP
10
Aveo Capital Partners
Colorado
$3.62M +$46.5K +455 +1%
SA
11
Sanctuary Advisors
Indiana
$3.42M +$3.46M +33,922 New
KeyBank National Association
12
KeyBank National Association
Ohio
$3.35M -$130K -1,275 -4%
CGFA
13
Colton Groome Financial Advisors
North Carolina
$3.22M -$83.2K -815 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$2.56M +$562K +5,507 +28%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.01M +$125K +1,225 +7%
LPL Financial
16
LPL Financial
California
$1.74M -$419K -4,107 -20%
BWCS
17
Beirne Wealth Consulting Services
Connecticut
$1.5M +$133K +1,298 +10%
WB
18
WesBanco Bank
West Virginia
$1.4M +$42.9K +420 +3%
Ameriprise
19
Ameriprise
Minnesota
$1.26M +$241K +2,360 +24%
CAG
20
Csenge Advisory Group
Florida
$1.21M -$140K -1,368 -10%
BIA
21
Biondo Investment Advisors
Pennsylvania
$1.14M +$51.6K +505 +5%
BMCM
22
Bryn Mawr Capital Management
Pennsylvania
$1.13M +$38.8K +380 +4%
HH
23
Hilltop Holdings
Texas
$1.04M +$7.96K +78 +0.8%
Jane Street
24
Jane Street
New York
$998K -$4.13M -40,435 -81%
WCWM
25
Wooster Corthell Wealth Management
Connecticut
$781K -$35.8K -351 -4%

GBF Hedge Fund Activity: Q2 2024 in Review

71 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q2 2024, worth a combined $182M — down 10% from $202M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of GBF and 7 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $2.72M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $9.36M sold.

  • 71 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q2 2024, down from 75 in Q1 2024.
  • Funds reported $182M of iShares Government/Credit Bond ETF stock for Q2 2024, down 10% quarter-over-quarter.
  • 7 funds opened new iShares Government/Credit Bond ETF positions in Q2 2024 and 10 closed out, a net change of -3 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q2 2024 was Morgan Stanley, an estimated $2.72M added.
  • The largest iShares Government/Credit Bond ETF seller in Q2 2024 was Retirement Capital Strategies, an estimated $9.36M sold.

Based on aggregated 13F filings for Q2 2024.