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iShares Intermediate Government/Credit Bond ETF

114 hedge funds and large institutions have $1.28B invested in iShares Intermediate Government/Credit Bond ETF in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

14% more capital invested

Capital invested by funds: $1.13B → $1.28B (+$155M)

7% more funds holding

Funds holding: 107114 (+7)

2.21% more ownership

Funds ownership: 79.04%81.25% (+2.2%)

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
3.04%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.29%
New
23
Increased
37
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAC
26
Boys Arnold & Co
North Carolina
$6.45M -$951K -8,580 -13%
HJA
27
Hugh Johnson Advisors
New York
$5.83M -$174K -1,565 -3%
M&T Bank
28
M&T Bank
New York
$5.7M +$24.6K +222 +0.4%
KAH
29
Kathryn A. Hall
$5.07M +$5.08M +45,800 New
PI
30
Placemark Investments
Illinois
$4.53M -$247K -2,228 -5%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$4.03M -$33.6K -303 -0.8%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3.97M -$1.62M -14,640 -29%
HCMT
33
Highland Capital Management (Tennessee)
Tennessee
$3.47M +$427K +3,852 +14%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$3.29M -$827K -7,460 -20%
BA
35
Boston Advisors
Massachusetts
$3.28M +$399K +3,597 +14%
WB
36
Webster Bank
Connecticut
$3.25M +$575K +5,188 +21%
T
37
Thomaspartners
Massachusetts
$3.15M +$19.3K +174 +0.6%
HCP
38
Holt Capital Partners
Texas
$2.93M -$5.54K -50 -0.2%
BTS
39
BB&T Securities
Virginia
$2.69M +$270K +2,433 New
UBS Group
40
UBS Group
Switzerland
$2.64M +$2.64M +23,855 New
CFA
41
CT Financial Advisors
Pennsylvania
$2.63M +$2.64M +23,811 New
BPB
42
Badgley, Phelps & Bell
Washington
$2.58M -$246K -2,223 -9%
LPL Financial
43
LPL Financial
California
$2.52M -$51.8K -467 -2%
Deutsche Bank
44
Deutsche Bank
Germany
$2.49M +$1.33K +12 +0.1%
FAAS
45
First Allied Advisory Services
California
$2.45M +$255K +2,302 +12%
AB
46
AT Bancorp
Iowa
$2.42M -$1.22K -11 -0.1%
UB
47
UMB Bank
Missouri
$2.37M +$2.38M +21,445 New
DADC
48
D.A. Davidson & Co
Montana
$2.27M +$38.8K +350 +2%
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.24M
PAS
50
Partnervest Advisory Services
California
$2.1M -$129K -1,168 -6%