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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
FW
76
FullCircle Wealth
Texas
$265K +$261K +6,106 New
AIFAIM
77
American Institute for Advanced Investment Management
Arizona
$260K -$38.5K -900 -13%
IWC
78
Integrated Wealth Concepts
Massachusetts
$254K +$7.92K +185 +3%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$247K -$21.4K -500 -8%
LFA
80
Level Financial Advisors
New York
$240K -$39.1K -913 -14%
Betterment LLC
81
Betterment LLC
New York
$237K +$18.6K +434 +9%
SVWG
82
Shared Vision Wealth Group
United States
$235K +$27.1K +634 +13%
D
83
Dentgroup
Louisiana
$212K -$74.2K -1,733 -26%
TCA
84
Transcend Capital Advisors
New Jersey
$211K -$25.6K -597 -11%
AI
85
Atria Investments
North Carolina
$201K +$199K +4,661 New
PR
86
Payden & Rygel
California
$196K
PRIG
87
Payden & Rygel Investment Group
California
$196K
Osaic Holdings
88
Osaic Holdings
Arizona
$194K -$86.7K -2,025 -31%
PB
89
Pinnacle Bancorp
Nebraska
$180K
IRC
90
Investors Research Corp
Georgia
$147K -$59K -1,379 -29%
CHA
91
Carmichael Hill & Associates
Maryland
$84K
US Bancorp
92
US Bancorp
Minnesota
$62.4K
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
$59.3K
MFC
94
Mechanics Financial Corp
Ohio
$58.5K -$21.4K -500 -27%
IFAM
95
Institutional & Family Asset Management
Colorado
$53.7K
EWA
96
EverSource Wealth Advisors
Alabama
$45K
AA
97
Ancora Advisors
Ohio
$43.1K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$43K +$33.9K +793 +403%
PTC
99
Private Trust Company
Ohio
$37.7K
TIM
100
Tortoise Investment Management
New York
$36.4K

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.