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iShares Intermediate Government/Credit Bond ETF
GVI

Overview Fund Activity

262 hedge funds and large institutions have $2.71B invested in iShares Intermediate Government/Credit Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-7
Holders Change %
-2.6%
% of All Funds
3.8%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
24
Increased
96
Reduced
98
Closed
28
Calls
–
Puts
$302K
Net Calls
-$302K
Net Calls Change
-$30K

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$70M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$36.5M
3
VSQM
V-Square Quantitative Management
Illinois
$29.8M
4
SFS
Strategic Financial Services
New York
$120M
5
FAT
First American Trust
California
$10.8M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$226M
2
FCAM
First Citizens Asset Management
North Carolina
$564K
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$27.5M
4
Morgan Stanley
Morgan Stanley
New York
$48.6M
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
251
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.4K – – –
CAL
252
Capital Advisors Ltd
Ohio
$11K – – –
CCM
253
Chilton Capital Management
Texas
$10.4K -$1.35K -13 -12%
AF
254
Advisornet Financial
Minnesota
$10.2K – – –
BCWM
255
Bartlett & Co Wealth Management
Ohio
$10.1K – – –
HWA
256
Heritage Wealth Advisors
Virginia
$9.24K +$104 +1 +1%
FHA
257
First Horizon Advisors
Tennessee
$7.7K -$208 -2 -3%
CFFP
258
Center for Financial Planning
Michigan
$7.28K +$7.28K +70 New
Fidelity Investments
259
Fidelity Investments
Massachusetts
$7.08K +$6.25K +60 +750%
LCM
260
Logan Capital Management
Pennsylvania
$5.62K -$664K -6,380 -99%
BCA
261
Bray Capital Advisors
Florida
$3.64K – – –
MFG
262
Mendota Financial Group
Wisconsin
$3.02K – – –
SSB
263
Sandy Spring Bank
Maryland
$3.02K – – –
BCMLT
264
Beacon Capital Management LLC (Tennessee)
Tennessee
$936 – – –
RCM
265
Rain Capital Management
Oregon
$38 -$38 – –
SS
266
Sunbelt Securities
Texas
$35 -$51.7K -494 Closed
Goldman Sachs
267
Goldman Sachs
New York
– -$33.7M -322,018 Closed
TNA
268
True North Advisors
Texas
– -$2.09M -19,909 Closed
OWM
269
Orgel Wealth Management
Wisconsin
– -$1.78M -16,993 Closed
CCM
270
Crabel Capital Management
California
– -$1.22M -11,608 Closed
SSWM
271
Smith Salley Wealth Management
North Carolina
– -$1.18M -11,225 Closed
Focus Partners Wealth
272
Focus Partners Wealth
Massachusetts
– -$822K -7,851 Closed
HF
273
HRT Financial
New York
– -$510K -4,876 Closed
WTB
274
Washington Trust Bank
Washington
– -$471K -4,500 Closed
GEM
275
Global Endowment Management
North Carolina
– -$433K -4,135 Closed
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