iShares GNMA Bond ETF
GNMA
101 hedge funds and large institutions have $220M invested in iShares GNMA Bond ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 16 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
37% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 27
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
4% more funds holding
Funds holding: 97 → 101 (+4)
0.78% less ownership
Funds ownership: 70.49% → 69.71% (-0.78%)
3% less capital invested
Capital invested by funds: $227M → $220M (-$7.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$27.6M |
| 2 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$17.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.46M |
| 4 |
BIA
Bigelow Investment Advisors
Portland,
Maine
|
+$3.29M |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$29.8M |
| 2 |
Jane Street
New York
|
-$15M |
| 3 |
FIB
First Interstate Bank
Billings,
Montana
|
-$1.71M |
| 4 |
WPWM
Windward Private Wealth Management
Overland Park,
Kansas
|
-$1.17M |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$799K |
GNMA Hedge Fund Activity: Q2 2023 in Review
101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares GNMA Bond ETF (GNMA) for Q2 2023, worth a combined $220M — down 3.3% from $227M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new GNMA positions and 16 closed out — a net gain of 4 holders — while 37 added to existing stakes and 27 trimmed.
The largest buyer was International Assets Investment Management, opening a new position worth an estimated $27.6M. The largest seller was EP Wealth Advisors, cutting an estimated $29.8M.
- 101 institutional investors held iShares GNMA Bond ETF (GNMA) as of Q2 2023, up from 97 in Q1 2023.
- Funds reported $220M of iShares GNMA Bond ETF stock for Q2 2023, down 3.3% quarter-over-quarter.
- 20 funds opened new iShares GNMA Bond ETF positions in Q2 2023 and 16 closed out, a net change of +4 holders.
- The largest iShares GNMA Bond ETF buyer in Q2 2023 was International Assets Investment Management, an estimated $27.6M added.
- The largest iShares GNMA Bond ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $29.8M sold.
Based on aggregated 13F filings for Q2 2023.