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iShares Intermediate Government/Credit Bond ETF
GVI

103 hedge funds and large institutions have $1.09B invested in iShares Intermediate Government/Credit Bond ETF in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

7% more capital invested

Capital invested by funds: $1.02B → $1.09B (+$75.7M)

4% more funds holding

Funds holding: 99 → 103 (+4)

2.11% more ownership

Funds ownership: 79.21% → 81.32% (+2.1%)

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
14
Increased
40
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
+$36.6M
2
CCMH
Cornerstone Capital Management Holdings
New York
+$17.1M
3
KeyBank National Association
KeyBank National Association
Ohio
+$15.8M
4
Bank of America
Bank of America
North Carolina
+$14.1M
5
UCFA
United Capital Financial Advisors
Texas
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
CC
Curian Capital
Colorado
-$61M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.57M
3
BCM
Bluefin Capital Management
New York
-$2.5M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$2.17M
5
ANBTV
American National Bank & Trust (Virginia)
Virginia
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.93M -$2.57M -23,234 -34%
PI
27
Placemark Investments
Illinois
$4.46M +$1.14M +10,311 +34%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$4.23M +$469K +4,241 +13%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$4.07M -$60.3K -546 -1%
Goldman Sachs
30
Goldman Sachs
New York
$3.81M -$1.46M -13,172 -28%
JP Morgan Chase
31
JP Morgan Chase
New York
$3.77M +$2.42M +21,875 +181%
U
32
UBS
Switzerland
$3.57M +$53.5K +484 +2%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.36M +$2.75M +24,900 +459%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$3.16M +$127K +1,152 +4%
T
35
Thomaspartners
Massachusetts
$3.08M -$21.3K -193 -0.7%
AB
36
AT Bancorp
Iowa
$3.08M +$406K +3,670 +15%
HCP
37
Holt Capital Partners
Texas
$2.94M -$80.1K -725 -3%
BA
38
Boston Advisors
Massachusetts
$2.9M +$294K +2,656 +11%
HCMT
39
Highland Capital Management (Tennessee)
Tennessee
$2.84M -$5.86K -53 -0.2%
BPB
40
Badgley, Phelps & Bell
Washington
$2.65M +$51.6K +467 +2%
Jane Street
41
Jane Street
New York
$2.61M +$1.99M +18,041 +330%
Deutsche Bank
42
Deutsche Bank
Germany
$2.49M -$31.5K -285 -1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$2.45M -$14.6K -132 -0.6%
LPL Financial
44
LPL Financial
California
$2.38M +$350K +3,165 +17%
WB
45
Webster Bank
Connecticut
$2.35M +$2.34M +21,182 New
JFGIW
46
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.25M – – –
DADC
47
D.A. Davidson & Co
Montana
$2.22M +$127K +1,150 +6%
CC
48
Courier Capital
New York
$2.1M -$151K -1,362 -7%
HR
49
Howe & Rusling
New York
$2.02M +$2.01M +18,169 New
IPC
50
Independent Portfolio Consultants
Florida
$1.88M -$44.2K -400 -2%
1
2
3 4 5

GVI Hedge Fund Activity: Q2 2014 in Review

103 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q2 2014, worth a combined $1.09B — up 7.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GVI positions and 9 closed out — a net gain of 5 holders — while 40 added to existing stakes and 34 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $36.6M. The largest seller was Curian Capital, exiting entirely with an estimated $61M sold.

  • 103 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q2 2014, up from 99 in Q1 2014.
  • Funds reported $1.09B of iShares Intermediate Government/Credit Bond ETF stock for Q2 2014, up 7.4% quarter-over-quarter.
  • 14 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q2 2014 and 9 closed out, a net change of +5 holders.
  • The largest iShares Intermediate Government/Credit Bond ETF buyer in Q2 2014 was TD Ameritrade Investment Management, an estimated $36.6M added.
  • The largest iShares Intermediate Government/Credit Bond ETF seller in Q2 2014 was Curian Capital, an estimated $61M sold.

Based on aggregated 13F filings for Q2 2014.