We are live on ! Find out more
GVI icon

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
LIS
276
Legacy Investment Solutions
Idaho
$1.78K – – –
LWMI
277
Legacy Wealth Management (Idaho)
Idaho
$1.78K – – –
PWM
278
Parkworth Wealth Management
California
$1.57K +$1.58K +15 New
BCMLT
279
Beacon Capital Management LLC (Tennessee)
Tennessee
$943 – – –
VSQM
280
V-Square Quantitative Management
Illinois
– -$14.1M -131,586 Closed
Jane Street
281
Jane Street
New York
– -$5.86M -54,721 Closed
Renaissance Technologies
282
Renaissance Technologies
New York
– -$3.31M -30,900 Closed
GS
283
GTS Securities
New York
– -$1.15M -10,768 Closed
CCP
284
Cassia Capital Partners
North Carolina
– -$1.01M -9,477 Closed
KAS
285
Kestra Advisory Services
Texas
– -$939K -8,771 Closed
OMC
286
Old Mission Capital
Illinois
– -$811K -7,572 Closed
KIM
287
Kestra Investment Management
Texas
– -$799K -7,461 Closed
SWP
288
Semus Wealth Partners
Florida
– -$746K -6,961 Closed
FTUS
289
Flow Traders U.S.
New York
– -$593K -5,535 Closed
TCM
290
Towneley Capital Management
California
– -$576K -5,379 Closed
FCAM
291
First Citizens Asset Management
North Carolina
– -$437K -4,078 Closed
Lord, Abbett & Co
292
Lord, Abbett & Co
New Jersey
– -$388K -3,621 Closed
RL
293
Rogco LP
Oklahoma
– -$358K -3,345 Closed
MAM
294
Madison Asset Management
Wisconsin
– -$306K -2,860 Closed
HF
295
HRT Financial
New York
– -$260K -2,430 Closed
FA
296
FSA Advisors
Michigan
– -$258K -2,411 Closed
Mariner
297
Mariner
Kansas
– -$238K -2,226 Closed
SPC
298
Sigma Planning Corp
Michigan
– -$233K -2,173 Closed
CPA
299
Cardiff Park Advisors
California
– -$167K -1,559 Closed
FWP
300
FAS Wealth Partners
Kansas
– -$83K -775 Closed
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.