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iShares Intermediate Government/Credit Bond ETF
GVI

96 hedge funds and large institutions have $959M invested in iShares Intermediate Government/Credit Bond ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $846M → $959M (+$113M)

7.68% more ownership

Funds ownership: 66.74% → 74.42% (+7.7%)

2% more funds holding

Funds holding: 94 → 96 (+2)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
13
Increased
36
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$48.8M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$21.4M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$20M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14M
5
Bank of America
Bank of America
North Carolina
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
CC
Curian Capital
Colorado
-$8.63M
2
Goldman Sachs
Goldman Sachs
New York
-$4.81M
3
UCFA
United Capital Financial Advisors
Texas
-$3.16M
4
BCM
Bluefin Capital Management
New York
-$2.4M
5
Jane Street
Jane Street
New York
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
26
Pacific Financial Group
Washington
$3.61M +$3.63M +33,023 New
HR
27
Howe & Rusling
New York
$3.55M +$510K +4,636 +17%
HCP
28
Holt Capital Partners
Texas
$3M +$3.02M +27,465 New
T
29
Thomaspartners
Massachusetts
$2.92M +$202K +1,832 +7%
CC
30
Courier Capital
New York
$2.81M -$607K -5,520 -18%
BA
31
Boston Advisors
Massachusetts
$2.8M +$137K +1,241 +5%
HCMT
32
Highland Capital Management (Tennessee)
Tennessee
$2.54M +$201K +1,830 +9%
BPB
33
Badgley, Phelps & Bell
Washington
$2.51M +$69.3K +630 +3%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.49M -$783K -7,121 -24%
Deutsche Bank
35
Deutsche Bank
Germany
$2.49M +$275K +2,502 +12%
CFN
36
Cordasco Financial Network
Florida
$2.47M +$2.48M +22,542 New
LPL Financial
37
LPL Financial
California
$2.36M +$56.9K +517 +2%
JFGIW
38
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.22M – – –
U
39
UBS
Switzerland
$2.11M -$231K -2,097 -10%
AB
40
AT Bancorp
Iowa
$2.07M +$1.65M +14,998 +381%
JG
41
Jefferies Group
New York
$2.06M -$731K -6,646 -26%
DADC
42
D.A. Davidson & Co
Montana
$1.91M +$138K +1,256 +8%
PI
43
Placemark Investments
Illinois
$1.83M +$1.18M +10,758 +179%
TAM
44
Todd Asset Management
Kentucky
$1.52M +$1.52M +13,859 New
FHB
45
First Hawaiian Bank
Hawaii
$1.36M +$54.6K +496 +4%
JIC
46
Johnson Investment Counsel
Ohio
$1.32M +$75.4K +685 +6%
RCM
47
Rotella Capital Management
Washington
$1.28M +$836K +7,600 +185%
CAM
48
Capstone Asset Management
Texas
$1.23M -$27.5K -250 -2%
Truist Financial
49
Truist Financial
North Carolina
$1.16M +$26.4K +240 +2%
PWW
50
Pettyjohn Wood & White
Virginia
$1.16M -$22K -200 -2%
1
2
3 4 5

GVI Hedge Fund Activity: Q4 2013 in Review

96 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q4 2013, worth a combined $959M — up 13% from $846M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GVI positions and 8 closed out — a net gain of 5 holders — while 36 added to existing stakes and 31 trimmed.

The largest buyer was US Bancorp, adding an estimated $48.8M. The largest seller was Curian Capital, cutting an estimated $8.63M.

  • 96 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q4 2013, up from 94 in Q3 2013.
  • Funds reported $959M of iShares Intermediate Government/Credit Bond ETF stock for Q4 2013, up 13% quarter-over-quarter.
  • 13 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q4 2013 and 8 closed out, a net change of +5 holders.
  • The largest iShares Intermediate Government/Credit Bond ETF buyer in Q4 2013 was US Bancorp, an estimated $48.8M added.
  • The largest iShares Intermediate Government/Credit Bond ETF seller in Q4 2013 was Curian Capital, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2013.