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iShares Government/Credit Bond ETF

79 hedge funds and large institutions have $170M invested in iShares Government/Credit Bond ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

8% more funds holding

Funds holding: 7379 (+6)

1.85% less ownership

Funds ownership: 82.91%81.06% (-1.8%)

9% less capital invested

Capital invested by funds: $186M → $170M (-$16M)

30% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 33

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
23
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$35.9M -$2.17M -20,920 -6%
DWM
2
Destination Wealth Management
California
$18.1M +$446K +4,291 +2%
OIA
3
OneDigital Investment Advisors
Kansas
$13.5M -$316K -3,039 -2%
Morgan Stanley
4
Morgan Stanley
New York
$12.8M -$284K -2,734 -2%
Bank of America
5
Bank of America
North Carolina
$11.6M +$2.11M +20,312 +22%
JP Morgan Chase
6
JP Morgan Chase
New York
$10.3M -$13.4M -129,393 -56%
US Bancorp
7
US Bancorp
Minnesota
$9.41M -$179K -1,725 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.35M +$528K +5,084 +11%
ACP
9
Aveo Capital Partners
Colorado
$3.74M +$27.1K +261 +0.7%
KeyBank National Association
10
KeyBank National Association
Ohio
$3.67M +$269K +2,588 +8%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$3.26M -$2.92M -28,106 -47%
SA
12
Sanctuary Advisors
Indiana
$3.24M -$48K -462 -1%
CGFA
13
Colton Groome Financial Advisors
North Carolina
$2.96M -$23.1K -222 -0.8%
Jane Street
14
Jane Street
New York
$2.92M -$608K -5,850 -17%
MW
15
Marcum Wealth
Ohio
$2.84M +$2.89M +27,787 New
KFG
16
Kelly Financial Group
Connecticut
$2.42M +$2.46M +23,659 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.16M +$82.1K +790 +4%
Citadel Advisors
18
Citadel Advisors
Florida
$1.49M +$631K +6,071 +71%
BWCS
19
Beirne Wealth Consulting Services
Connecticut
$1.46M -$8.63K -83 -0.6%
WB
20
WesBanco Bank
West Virginia
$1.44M +$68.6K +660 +5%
Wells Fargo
21
Wells Fargo
California
$1.4M +$222K +2,135 +18%
CAG
22
Csenge Advisory Group
Florida
$1.2M -$9.25K -89 -0.8%
BIA
23
Biondo Investment Advisors
Pennsylvania
$1.17M +$29.3K +282 +3%
LPL Financial
24
LPL Financial
California
$1.17M -$22.9K -220 -2%
HH
25
Hilltop Holdings
Texas
$1.12M +$26K +250 +2%

GBF Hedge Fund Activity: Q4 2024 in Review

79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Government/Credit Bond ETF (GBF) for Q4 2024, worth a combined $170M — down 8.6% from $186M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GBF positions and 7 closed out — a net gain of 6 holders — while 23 added to existing stakes and 33 trimmed.

The largest buyer was Marcum Wealth, opening a new position worth an estimated $2.89M. The largest seller was JP Morgan Chase, cutting an estimated $13.4M.

  • 79 institutional investors held iShares Government/Credit Bond ETF (GBF) as of Q4 2024, up from 73 in Q3 2024.
  • Funds reported $170M of iShares Government/Credit Bond ETF stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 13 funds opened new iShares Government/Credit Bond ETF positions in Q4 2024 and 7 closed out, a net change of +6 holders.
  • The largest iShares Government/Credit Bond ETF buyer in Q4 2024 was Marcum Wealth, an estimated $2.89M added.
  • The largest iShares Government/Credit Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2024.