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iShares GNMA Bond ETF

124 hedge funds and large institutions have $278M invested in iShares GNMA Bond ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

20% more funds holding

Funds holding: 103124 (+21)

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

10% more capital invested

Capital invested by funds: $252M → $278M (+$26.1M)

2.84% more ownership

Funds ownership: 75.67%78.52% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
124
Holders Change
+21
Holders Change %
+20.39%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
43
Reduced
37
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$33.4M +$33.9M +777,724 New
JP Morgan Chase
2
JP Morgan Chase
New York
$30.5M -$3.62M -83,014 -10%
BlackRock
3
BlackRock
New York
$23.8M +$15.9M +364,444 +192%
NCM
4
Northland Capital Management
Minnesota
$19.4M +$782K +17,933 +4%
PGA
5
Portland Global Advisors
Maine
$15.6M +$9.66M +221,405 +155%
PP
6
Prosperity Planning
Missouri
$10.3M
OIA
7
OneDigital Investment Advisors
Kansas
$9.84M +$162K +3,703 +2%
FMII
8
Farmers & Merchants Investments Inc
Nebraska
$9.33M +$1.48M +34,012 +19%
Deutsche Bank
9
Deutsche Bank
Germany
$8.02M -$894K -20,506 -10%
Financial Engines Advisors
10
Financial Engines Advisors
California
$7.95M -$1.5M -34,306 -16%
KLI
11
Kelman-Lazarov Inc
Tennessee
$6.45M -$1.46M -33,527 -18%
SA
12
Sanctuary Advisors
Indiana
$5.78M +$146K +3,338 +3%
MIG
13
McGuire Investment Group
Rhode Island
$5.7M +$42.6K +976 +0.7%
BIA
14
Bigelow Investment Advisors
Maine
$3.68M +$250K +5,727 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.53M +$1.36M +31,215 +61%
Morgan Stanley
16
Morgan Stanley
New York
$3.45M +$44.2K +1,014 +1%
Bank of America
17
Bank of America
North Carolina
$3.42M -$332K -7,611 -9%
UBS Group
18
UBS Group
Switzerland
$3.24M +$1.23M +28,219 +60%
BHPW
19
Beverly Hills Private Wealth
California
$3.01M +$500K +11,475 +20%
HGWM
20
Horst & Graben Wealth Management
Oregon
$2.76M +$234K +5,363 +9%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.61M -$22.1K -507 -0.8%
SB
22
Sunflower Bank
Texas
$2.38M
5W
23
5T Wealth
California
$2.34M +$2.38M +54,595 New
WCWM
24
Wooster Corthell Wealth Management
Connecticut
$2.31M -$309K -7,087 -12%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$2.28M +$2.32M +53,177 New

GNMA Hedge Fund Activity: Q4 2024 in Review

124 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares GNMA Bond ETF (GNMA) for Q4 2024, worth a combined $278M — up 10% from $252M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new GNMA positions and 3 closed out — a net gain of 28 holders — while 43 added to existing stakes and 37 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $33.9M. The largest seller was Eastern Bank, cutting an estimated $4.03M.

  • 124 institutional investors held iShares GNMA Bond ETF (GNMA) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $278M of iShares GNMA Bond ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 31 funds opened new iShares GNMA Bond ETF positions in Q4 2024 and 3 closed out, a net change of +28 holders.
  • The largest iShares GNMA Bond ETF buyer in Q4 2024 was Kovitz Investment Group Partners, an estimated $33.9M added.
  • The largest iShares GNMA Bond ETF seller in Q4 2024 was Eastern Bank, an estimated $4.03M sold.

Based on aggregated 13F filings for Q4 2024.