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iShares Intermediate Government/Credit Bond ETF
GVI

Overview Fund Activity

241 hedge funds and large institutions have $2.57B invested in iShares Intermediate Government/Credit Bond ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
3.84%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
25
Increased
81
Reduced
93
Closed
15
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$180M
2
UB
2
UMB Bank
Missouri
$103M
3
Bank of America
3
Bank of America
North Carolina
$177M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$189M
5
Charles Schwab
5
Charles Schwab
California
$20.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$51.9M
2
Cerity Partners
2
Cerity Partners
New York
$609K
3
NYLIM
3
New York Life Investment Management
New York
$26.2M
4
WA
4
Wealthstar Advisors
Texas
$14.1M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$17.7K – – –
CSC
227
Caldwell Sutter Capital
California
$17.2K – – –
EWA
228
EverSource Wealth Advisors
Alabama
$15K +$101 +1 +0.7%
DAM
229
Delta Asset Management
Tennessee
$13.2K -$1.01K -10 -7%
AF
230
Advisornet Financial
Minnesota
$12.1K – – –
CAL
231
Capital Advisors Ltd
Ohio
$12K – – –
LWANC
232
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.1K – – –
HWA
233
Heritage Wealth Advisors
Virginia
$8.87K – – –
RP
234
Rice Partnership
Hawaii
$3.85K -$405 -4 -10%
BCA
235
Bray Capital Advisors
Florida
$3.55K – – –
MFG
236
Mendota Financial Group
Wisconsin
$2.94K – – –
SSB
237
Sandy Spring Bank
Maryland
$2.94K +$2.94K +29 New
IA
238
IFP Advisors
Florida
$2.13K +$2.13K +21 New
GI
239
Gradient Investments
Minnesota
$1.52K – – –
BCMLT
240
Beacon Capital Management LLC (Tennessee)
Tennessee
$926 – – –
CSPIA
241
Cary Street Partners Investment Advisory
Virginia
$710 +$710 +7 New
FFA
242
Farther Finance Advisors
California
$709 +$709 +7 New
RCM
243
Rain Capital Management
Oregon
$37 -$37 – –
TAIM
244
TD Ameritrade Investment Management
Nebraska
– -$18.7M -181,776 Closed
Susquehanna International Group
245
Susquehanna International Group
Pennsylvania
– -$5.85M -56,830 Closed
PPC
246
Park Place Capital
Alabama
– -$1.03M -10,000 Closed
MSS
247
Mitchell Sinkler & Starr
Pennsylvania
– -$953K -9,265 Closed
IP
248
Ignite Planners
California
– -$382K -3,746 Closed
BIP
249
Blueprint Investment Partners
North Carolina
– -$368K -3,581 Closed
CGFA
250
Colton Groome Financial Advisors
North Carolina
– -$332K -3,230 Closed
7 8 9
10
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