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iShares Intermediate Government/Credit Bond ETF

129 hedge funds and large institutions have $1.46B invested in iShares Intermediate Government/Credit Bond ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% more funds holding

Funds holding: 120129 (+9)

2.5% more ownership

Funds ownership: 76.12%78.61% (+2.5%)

0% more capital invested

Capital invested by funds: $1.45B → $1.46B (+$3.66M)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

Holders
129
Holders Change
+9
Holders Change %
+7.5%
% of All Funds
3.38%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
19
Increased
44
Reduced
46
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Hilton Capital Management
New York
$6.43M
NYLIM
27
New York Life Investment Management
New York
$5.29M -$11.5M -103,966 -68%
TCM
28
Towercrest Capital Management
Pennsylvania
$5.11M -$86.4K -782 -2%
LPL Financial
29
LPL Financial
California
$4.9M +$2.65M +24,034 +117%
BIM
30
BlackRock Investment Management
Delaware
$4.72M +$4.4M +39,890 +1,249%
WI
31
WrapManager Inc
California
$4.66M +$4.69M +42,514 New
HJA
32
Hugh Johnson Advisors
New York
$4.34M +$4.38M +39,636 New
BA
33
Boston Advisors
Massachusetts
$4.24M -$156K -1,415 -4%
BFA
34
Beaumont Financial Advisors
Massachusetts
$4.06M -$3.89M -35,213 -49%
WB
35
Webster Bank
Connecticut
$3.46M +$80.4K +728 +2%
ACM
36
Arlington Capital Management
Illinois
$3.35M +$86K +779 +3%
T
37
Thomaspartners
Massachusetts
$3.35M -$30.6K -277 -0.9%
DC
38
Davenport & Co
Virginia
$3.31M +$1.51M +13,675 +83%
HR
39
Howe & Rusling
New York
$3.12M +$117K +1,056 +4%
VKH
40
Virtu KCG Holdings
New York
$3.01M -$1.4M -12,637 -31%
BPB
41
Badgley, Phelps & Bell
Washington
$2.85M -$21.4K -194 -0.7%
CWM
42
Confluence Wealth Management
Oregon
$2.74M +$1.15M +10,395 +71%
JFGIW
43
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.72M +$64.4K +583 +2%
SFA
44
Stewardship Financial Advisors
Georgia
$2.7M +$2.72M +24,638 New
CFA
45
CT Financial Advisors
Pennsylvania
$2.61M -$41.1K -372 -2%
IPC
46
Independent Portfolio Consultants
Florida
$2.32M +$657K +5,953 +39%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.04M +$84.7K +767 +4%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$1.85M -$2.1M -19,037 -53%
AssetMark Inc
49
AssetMark Inc
California
$1.77M -$39.9M -361,039 -96%
DADC
50
D.A. Davidson & Co
Montana
$1.76M -$334K -3,025 -16%