We are live on ! Find out more
GNMA icon

iShares GNMA Bond ETF

136 hedge funds and large institutions have $352M invested in iShares GNMA Bond ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 14

81% more capital invested

Capital invested by funds: $194M → $352M (+$157M)

43% more funds holding

Funds holding: 95136 (+41)

18.95% more ownership

Funds ownership: 64.28%83.24% (+19%)

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
136
Holders Change
+41
Holders Change %
+43.16%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
57
Increased
35
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3EDGE Asset Management
Florida
$51M +$48.7M +1,152,032 New
JP Morgan Chase
2
JP Morgan Chase
New York
$35.5M +$14.6M +345,229 +76%
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$32.1M -$2.45M -57,947 -7%
Financial Engines Advisors
4
Financial Engines Advisors
California
$27.4M +$22.8M +539,020 +678%
NCM
5
Northland Capital Management
Minnesota
$18.1M +$17.3M +408,525 New
KLI
6
Kelman-Lazarov Inc
Tennessee
$13M -$4.54M -107,548 -27%
Goldman Sachs
7
Goldman Sachs
New York
$9.87M +$354K +8,383 +4%
Deutsche Bank
8
Deutsche Bank
Germany
$9.67M -$1.6M -37,943 -15%
Morgan Stanley
9
Morgan Stanley
New York
$8.81M +$3.35M +79,253 +66%
TC
10
TownSquare Capital
Utah
$8.41M +$8.03M +190,149 New
PP
11
Prosperity Planning
Missouri
$7.68M
OIA
12
OneDigital Investment Advisors
Kansas
$7.5M +$6.23M +147,558 +674%
FRA
13
FFG Retirement Advisors
Colorado
$6.75M +$6.44M +152,494 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$6.45M -$167K -3,950 -3%
BlackRock
15
BlackRock
New York
$4.61M +$118K +2,787 +3%
FMII
16
Farmers & Merchants Investments Inc
Nebraska
$4.57M +$2.13M +50,357 +95%
Jane Street
17
Jane Street
New York
$4.01M -$2.09M -49,432 -35%
CFD
18
Creative Financial Designs
Indiana
$3.54M -$187K -4,417 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.91M +$2.78M +65,720 New
BIA
20
Bigelow Investment Advisors
Maine
$2.9M -$240K -5,688 -8%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.81M +$2.68M +63,459 New
WP
22
WealthSource Partners
California
$2.73M -$459K -10,866 -15%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.67M +$2.57M +60,801 New
OPS
24
Orion Portfolio Solutions
Nebraska
$2.67M +$2.57M +60,801 New
Bank of America
25
Bank of America
North Carolina
$2.59M -$846K -20,024 -26%

GNMA Hedge Fund Activity: Q4 2023 in Review

136 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares GNMA Bond ETF (GNMA) for Q4 2023, worth a combined $352M — up 81% from $194M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GNMA positions and 14 closed out — a net gain of 43 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $48.7M. The largest seller was Portland Global Advisors, exiting entirely with an estimated $8.96M sold.

  • 136 institutional investors held iShares GNMA Bond ETF (GNMA) as of Q4 2023, up from 95 in Q3 2023.
  • Funds reported $352M of iShares GNMA Bond ETF stock for Q4 2023, up 81% quarter-over-quarter.
  • 57 funds opened new iShares GNMA Bond ETF positions in Q4 2023 and 14 closed out, a net change of +43 holders.
  • The largest iShares GNMA Bond ETF buyer in Q4 2023 was 3EDGE Asset Management, an estimated $48.7M added.
  • The largest iShares GNMA Bond ETF seller in Q4 2023 was Portland Global Advisors, an estimated $8.96M sold.

Based on aggregated 13F filings for Q4 2023.