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iShares Intermediate Government/Credit Bond ETF
GVI

277 hedge funds and large institutions have $3.33B invested in iShares Intermediate Government/Credit Bond ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 111 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

28% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 87

10% more capital invested

Capital invested by funds: $3.03B → $3.33B (+$303M)

3% more funds holding

Funds holding: 268 → 277 (+9)

0.52% more ownership

Funds ownership: 86.92% → 87.44% (+0.52%)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

Holders
277
Holders Change
+9
Holders Change %
+3.36%
% of All Funds
3.65%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.26%
New
36
Increased
111
Reduced
87
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$21.8M
2
EB
Eastern Bank
Massachusetts
+$18.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$16M
4
SW
SVB Wealth
Massachusetts
+$14.6M
5
CL
Choreo LLC
Illinois
+$12.9M

Top Sellers

1
SFS
Strategic Financial Services
New York
-$91.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65.6M
3
Stifel Financial
Stifel Financial
Missouri
-$48.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$28.7M
5
VSQM
V-Square Quantitative Management
Illinois
-$14.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
251
CoreCap Advisors
Michigan
$28.9K +$8.2K +78 +39%
SIS
252
Sound Income Strategies
Florida
$24.4K +$105 +1 +0.4%
FCAS
253
First Command Advisory Services
Texas
$23.9K – – –
BNP Paribas Financial Markets
254
BNP Paribas Financial Markets
France
$22.6K +$22.8K +217 New
CFO
255
CVA Family Office
Colorado
$21.4K – – –
BBHC
256
Brown Brothers Harriman & Co
New York
$19.8K +$20K +190 New
HI
257
Harbour Investments
Wisconsin
$18.9K – – –
CSC
258
Caldwell Sutter Capital
California
$17.7K – – –
GFPC
259
Global Financial Private Client
Florida
$14.3K – – –
DAM
260
Delta Asset Management
Tennessee
$13.6K – – –
RFS
261
Richardson Financial Services
Massachusetts
$11.5K +$11.6K +110 New
CAL
262
Capital Advisors Ltd
Ohio
$11K – – –
AF
263
Advisornet Financial
Minnesota
$9.59K -$630 -6 -6%
HWA
264
Heritage Wealth Advisors
Virginia
$9.53K +$105 +1 +1%
FVIM
265
Fort Vancouver Investment Management
Washington
$8.76K -$5.78K -55 -40%
CT
266
Caldwell Trust
Florida
$8.65K – – –
MIA
267
MeadowBrook Investment Advisors
Michigan
$6.25K -$5.99K -57 -49%
AF
268
Allworth Financial
California
$5.21K – – –
TFGT
269
TS Financial Group (TSFG)
Illinois
$5K +$105 +1 +2%
TCOV
270
Trust Company of Vermont
Vermont
$3.96K – – –
BCA
271
Bray Capital Advisors
Florida
$3.65K – – –
MFG
272
Mendota Financial Group
Wisconsin
$3.04K – – –
VHAM
273
Van Hulzen Asset Management
California
$3.03K +$3.05K +29 New
SSB
274
Sandy Spring Bank
Maryland
$3.02K – – –
LWANC
275
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.08K -$9.46K -90 -82%
9 10
11
12 13

GVI Hedge Fund Activity: Q4 2024 in Review

277 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q4 2024, worth a combined $3.33B — up 10% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new GVI positions and 23 closed out — a net gain of 13 holders — while 111 added to existing stakes and 87 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $21.8M. The largest seller was Strategic Financial Services, cutting an estimated $91.5M.

  • 277 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q4 2024, up from 268 in Q3 2024.
  • Funds reported $3.33B of iShares Intermediate Government/Credit Bond ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 36 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q4 2024 and 23 closed out, a net change of +13 holders.
  • The largest iShares Intermediate Government/Credit Bond ETF buyer in Q4 2024 was CIBC Private Wealth Group, an estimated $21.8M added.
  • The largest iShares Intermediate Government/Credit Bond ETF seller in Q4 2024 was Strategic Financial Services, an estimated $91.5M sold.

Based on aggregated 13F filings for Q4 2024.