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iShares Intermediate Government/Credit Bond ETF
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
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
11% more capital invested
Capital invested by funds: $2.33B → $2.57B (+$249M)
11% more funds holding in top 10
Funds holding in top 10: 19 → 21 (+2)
3% more funds holding
Funds holding: 235 → 241 (+6)
2.43% more ownership
Funds ownership: 83.2% → 85.63% (+2.4%)
13% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 93
Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
3.83%
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
Cincinnati,
Ohio
|
+$96.5M |
| 2 |
UB
UMB Bank
Kansas City,
Missouri
|
+$95M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$57M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.9M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$19.6M |
Top Sellers
| 1 |
AssetMark Inc
Concord,
California
|
-$62.1M |
| 2 |
Cerity Partners
New York
|
-$29.9M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
-$10.7M |
| 4 |
WA
Wealthstar Advisors
Plano,
Texas
|
-$7.61M |
| 5 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$7.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
W
251
WealthOne
Albany,
New York
| – | -$291K | -2,831 | Closed |
|
|
1IA
252
1834 Investment Advisors
Milwaukee,
Wisconsin
| – | -$287K | -2,786 | Closed |
|
|
CFO
253
CVA Family Office
Denver,
Colorado
| – | -$21.1K | -205 | Closed |
|
254
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$6.18K | -131 | Closed |
|
255
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$11.3K | -110 | Closed |
|
|
SC
256
SouthState Corp
Winter Haven,
Florida
| – | -$7.82K | -76 | Closed |
|
|
FA
257
Fiduciary Alliance
Greenville,
South Carolina
| – | -$3.81K | -37 | Closed |
|
|
CTWM
258
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| – | -$721 | -7 | Closed |
|