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iShares Intermediate Government/Credit Bond ETF

99 hedge funds and large institutions have $1.02B invested in iShares Intermediate Government/Credit Bond ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

6% more capital invested

Capital invested by funds: $959M → $1.02B (+$57.7M)

4.79% more ownership

Funds ownership: 74.42%79.21% (+4.8%)

3% more funds holding

Funds holding: 9699 (+3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

33% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 40

Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
2.86%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
15
Increased
27
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$5.23M +$5.23M +47,542 New
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$4.1M -$76.7K -697 -2%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$3.73M -$778K -7,064 -17%
U
29
UBS
Switzerland
$3.48M +$1.37M +12,438 +65%
PI
30
Placemark Investments
Illinois
$3.29M +$1.45M +13,148 +78%
T
31
Thomaspartners
Massachusetts
$3.08M +$142K +1,288 +5%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$3.01M +$2.41M +21,874 +401%
HCP
33
Holt Capital Partners
Texas
$2.99M -$27.5K -250 -0.9%
HCMT
34
Highland Capital Management (Tennessee)
Tennessee
$2.82M +$270K +2,448 +11%
CFA
35
CT Financial Advisors
Pennsylvania
$2.72M +$2.68M +24,321 New
AB
36
AT Bancorp
Iowa
$2.66M +$575K +5,219 +28%
BA
37
Boston Advisors
Massachusetts
$2.58M -$232K -2,110 -8%
BPB
38
Badgley, Phelps & Bell
Washington
$2.57M +$53.5K +486 +2%
Deutsche Bank
39
Deutsche Bank
Germany
$2.5M
BCM
40
Bluefin Capital Management
New York
$2.5M +$2.46M +22,325 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.45M -$58.6K -532 -2%
JFGIW
42
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.23M
CC
43
Courier Capital
New York
$2.23M -$597K -5,418 -21%
DADC
44
D.A. Davidson & Co
Montana
$2.08M +$157K +1,430 +8%
LPL Financial
45
LPL Financial
California
$2.01M -$360K -3,270 -15%
Invesco
46
Invesco
Georgia
$1.93M
IPC
47
Independent Portfolio Consultants
Florida
$1.91M +$1.91M +17,367 New
TAM
48
Todd Asset Management
Kentucky
$1.52M
CFN
49
Cordasco Financial Network
Florida
$1.44M -$1.04M -9,418 -42%
JP Morgan Chase
50
JP Morgan Chase
New York
$1.33M +$772K +7,009 +138%