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iShares GNMA Bond ETF

115 hedge funds and large institutions have $252M invested in iShares GNMA Bond ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.05% more ownership

Funds ownership: 70.38%81.43% (+11%)

1% more capital invested

Capital invested by funds: $250M → $252M (+$2.44M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 117115 (-2)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
115
Holders Change
-2
Holders Change %
-1.71%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
38
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
TSA Wealth Management
Texas
$2.06M -$66.9K -1,563 -3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.02M +$491K +11,462 +32%
Ameriprise
28
Ameriprise
Minnesota
$1.96M -$67.3K -1,573 -3%
UBS Group
29
UBS Group
Switzerland
$1.93M -$185K -4,326 -9%
CPA
30
Cardiff Park Advisors
California
$1.8M +$325K +7,595 +22%
LPL Financial
31
LPL Financial
California
$1.78M +$3.08K +72 +0.2%
LF
32
LifePlan Financial
Minnesota
$1.75M +$322K +7,513 +23%
PAG
33
Private Advisor Group
New Jersey
$1.67M +$2.44K +57 +0.1%
DG
34
DMC Group
Alabama
$1.49M -$133K -3,098 -8%
FNB
35
Farmers National Bank
Kentucky
$1.48M
PAS
36
Park Avenue Securities
New York
$1.34M +$540K +12,606 +68%
RSWM
37
Robertson Stephens Wealth Management
California
$1.16M -$223K -5,210 -16%
FCA
38
FinTrust Capital Advisors
South Carolina
$1.15M
CIAS
39
CFS Investment Advisory Services
New Jersey
$1.12M +$453K +10,578 +69%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.1M -$5.44M -127,014 -83%
FFN
41
Focus Financial Network
Minnesota
$1.06M -$2.05K -48 -0.2%
EWA
42
EP Wealth Advisors
California
$1.02M -$221K -5,165 -18%
WCWM
43
Wooster Corthell Wealth Management
Connecticut
$994K -$315K -7,362 -24%
AA
44
Argent Advisors
Louisiana
$859K -$34.9K -816 -4%
CWS
45
Cypress Wealth Services
California
$846K +$50.7K +1,185 +6%
ATWA
46
Arbor Trust Wealth Advisors
Michigan
$753K +$303K +7,073 +68%
PS
47
Planned Solutions
California
$725K -$4.58K -107 -0.6%
MFG
48
Merit Financial Group
Georgia
$720K +$279K +6,529 +64%
FRA
49
FFG Retirement Advisors
Colorado
$650K -$150K -3,497 -19%
MFA
50
Mayflower Financial Advisors
Massachusetts
$615K -$197K -4,596 -24%

GNMA Hedge Fund Activity: Q2 2024 in Review

115 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares GNMA Bond ETF (GNMA) for Q2 2024, worth a combined $252M — up 0.97% from $250M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of GNMA and 8 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 38 added.

The largest buyer was Prosperity Planning, opening a new position worth an estimated $9.23M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.44M.

  • 115 institutional investors held iShares GNMA Bond ETF (GNMA) as of Q2 2024, down from 117 in Q1 2024.
  • Funds reported $252M of iShares GNMA Bond ETF stock for Q2 2024, up 0.97% quarter-over-quarter.
  • 8 funds opened new iShares GNMA Bond ETF positions in Q2 2024 and 10 closed out, a net change of -2 holders.
  • The largest iShares GNMA Bond ETF buyer in Q2 2024 was Prosperity Planning, an estimated $9.23M added.
  • The largest iShares GNMA Bond ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $5.44M sold.

Based on aggregated 13F filings for Q2 2024.