iShares GNMA Bond ETF
GNMA
57 hedge funds and large institutions have $75.7M invested in iShares GNMA Bond ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
8% more funds holding
Funds holding: 53 → 57 (+4)
0.54% more ownership
Funds ownership: 38.04% → 38.57% (+0.54%)
0% more capital invested
Capital invested by funds: $75.4M → $75.7M (+$220K)
20% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 20
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.66M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.9M |
| 3 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$4.46M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$3.14M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WTB
Washington Trust Bank
Spokane,
Washington
|
-$14.7M |
| 2 |
WU
Wealthsimple US
Brooklyn,
New York
|
-$11M |
| 3 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$2.38M |
| 4 |
Morgan Stanley
New York
|
-$1.91M |
| 5 |
Jane Street
New York
|
-$1.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
51
LifePlan Financial Group
Dayton,
Ohio
| $20K | +$4.99K | +99 | +33% |
|
|
CAAS
52
Capital Asset Advisory Services
Williamston,
Michigan
| $15K | – | – | – |
|
|
CWM
53
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $12K | – | – | – |
|
|
VCP
54
Verus Capital Partners
Scottsdale,
Arizona
| $7K | – | – | – |
|
|
EWM
55
EPG Wealth Management
Atlanta,
Georgia
| $4K | +$4.08K | +81 | New |
|
|
OPS
56
Orion Portfolio Solutions
Omaha,
Nebraska
| $4K | +$4.13K | +82 | New |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| $3K | +$2.72K | +54 | New |
|
|
WCFA
58
Walkner Condon Financial Advisors
Madison,
Wisconsin
| – | -$2.38M | -47,394 | Closed |
|
|
59
Jane Street
New York
| – | -$1.35M | -26,959 | Closed |
|
60
Citadel Advisors
Miami,
Florida
| – | -$293K | -5,834 | Closed |
|
|
EWA
61
EP Wealth Advisors
Torrance,
California
| – | -$258K | -5,144 | Closed |
|
|
LFAS
62
Level Four Advisory Services
Dallas,
Texas
| – | -$220K | -4,372 | Closed |
|
63
Wells Fargo
San Francisco,
California
| – | -$50 | -1 | Closed |
|
GNMA Hedge Fund Activity: Q1 2020 in Review
57 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares GNMA Bond ETF (GNMA) for Q1 2020, worth a combined $75.7M — up 0.29% from $75.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new GNMA positions and 6 closed out — a net gain of 6 holders — while 16 added to existing stakes and 20 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $8.66M. The largest seller was Washington Trust Bank, cutting an estimated $14.7M.
- 57 institutional investors held iShares GNMA Bond ETF (GNMA) as of Q1 2020, up from 53 in Q4 2019.
- Funds reported $75.7M of iShares GNMA Bond ETF stock for Q1 2020, up 0.29% quarter-over-quarter.
- 12 funds opened new iShares GNMA Bond ETF positions in Q1 2020 and 6 closed out, a net change of +6 holders.
- The largest iShares GNMA Bond ETF buyer in Q1 2020 was Cambridge Investment Research Advisors, an estimated $8.66M added.
- The largest iShares GNMA Bond ETF seller in Q1 2020 was Washington Trust Bank, an estimated $14.7M sold.
Based on aggregated 13F filings for Q1 2020.