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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
16
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$8.66M
2
Bank of America
Bank of America
North Carolina
+$7.9M
3
WCG
Weaver Consulting Group
California
+$4.46M
4
FI
FormulaFolio Investments
Michigan
+$3.14M
5
LPL Financial
LPL Financial
California
+$1.86M

Top Sellers

1
WTB
Washington Trust Bank
Washington
-$14.7M
2
WU
Wealthsimple US
New York
-$11M
3
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$2.38M
4
Morgan Stanley
Morgan Stanley
New York
-$1.91M
5
Jane Street
Jane Street
New York
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.3M +$7.9M +156,767 +155%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.87M +$8.66M +171,895 New
Ameriprise
3
Ameriprise
Minnesota
$7.38M -$319K -6,321 -4%
AIFAIM
4
American Institute for Advanced Investment Management
Arizona
$6.33M -$41.4K -822 -0.7%
LPL Financial
5
LPL Financial
California
$5.36M +$1.86M +36,824 +55%
WCG
6
Weaver Consulting Group
California
$4.57M +$4.46M +88,539 New
FI
7
FormulaFolio Investments
Michigan
$3.22M +$3.14M +62,355 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.71M +$833K +16,521 +46%
Morgan Stanley
9
Morgan Stanley
New York
$1.96M -$1.91M -37,950 -50%
C
10
Clearshares
New York
$1.85M +$1.8M +35,788 New
WU
11
Wealthsimple US
New York
$1.68M -$11M -219,098 -87%
B
12
Bailard
California
$1.61M +$1.57M +31,130 New
ACI
13
Alpha Cubed Investments
California
$1.27M – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$1.25M +$2.28M +45,185 New
BIA
15
Bigelow Investment Advisors
Maine
$1.22M +$297K +5,898 +33%
SFS
16
Sowell Financial Services
Arkansas
$1.18M -$180K -3,581 -14%
PBO
17
Peoples Bank (Ohio)
Ohio
$1.02M -$96K -1,905 -9%
MIA
18
MainStreet Investment Advisors
Illinois
$985K -$37.3K -740 -4%
CF
19
Centaurus Financial
California
$878K +$45.6K +905 +6%
MPWT
20
MassMutual Private Wealth & Trust
Connecticut
$810K -$2.02K -40 -0.3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$740K +$66.9K +1,327 +10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$695K +$140K +2,780 +26%
WIC
23
Whitegate Investment Counselors
New Hampshire
$615K -$102K -2,018 -14%
ATWA
24
Arbor Trust Wealth Advisors
Michigan
$610K +$99.4K +1,973 +20%
FNC
25
First National Corp
Massachusetts
$490K +$20K +397 +6%
1
2 3

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.