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iShares Intermediate Government/Credit Bond ETF

127 hedge funds and large institutions have $1.55B invested in iShares Intermediate Government/Credit Bond ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.46B → $1.55B (+$94.8M)

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

2% less funds holding

Funds holding: 129127 (-2)

2.91% less ownership

Funds ownership: 78.61%75.71% (-2.9%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
16
Increased
51
Reduced
47
Closed
15
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
26
Independent Portfolio Consultants
Florida
$7.48M +$5.06M +45,620 +216%
Morgan Stanley
27
Morgan Stanley
New York
$6.68M -$414K -3,730 -6%
TCM
28
Towercrest Capital Management
Pennsylvania
$6.47M -$4.31M -38,883 -83%
FMII
29
Farmers & Merchants Investments Inc
Nebraska
$6.22M +$5.89M +53,070 +2,211%
GCA
30
Greenwood Capital Associates
South Carolina
$5.57M +$5.52M +49,727 New
LPL Financial
31
LPL Financial
California
$5.33M +$337K +3,040 +7%
WI
32
WrapManager Inc
California
$4.63M -$138K -1,243 -3%
HJA
33
Hugh Johnson Advisors
New York
$4.34M -$103K -924 -2%
DC
34
Davenport & Co
Virginia
$3.91M +$518K +4,665 +15%
BA
35
Boston Advisors
Massachusetts
$3.82M -$504K -4,545 -12%
SFA
36
Stewardship Financial Advisors
Georgia
$3.58M +$806K +7,262 +29%
VKH
37
Virtu KCG Holdings
New York
$3.52M +$440K +3,967 +14%
T
38
Thomaspartners
Massachusetts
$3.45M +$30K +270 +0.9%
HR
39
Howe & Rusling
New York
$3.4M +$218K +1,961 +7%
WB
40
Webster Bank
Connecticut
$3.23M -$310K -2,796 -9%
BPB
41
Badgley, Phelps & Bell
Washington
$2.92M +$8.99K +81 +0.3%
CWM
42
Confluence Wealth Management
Oregon
$2.89M +$94.1K +848 +3%
BAC
43
Boys Arnold & Co
North Carolina
$2.81M -$15.3M -137,848 -85%
CFA
44
CT Financial Advisors
Pennsylvania
$2.72M +$52K +469 +2%
JP Morgan Chase
45
JP Morgan Chase
New York
$2.49M +$745K +6,711 +43%
AssetMark Inc
46
AssetMark Inc
California
$2.46M +$645K +5,818 +36%
Jane Street
47
Jane Street
New York
$2.45M +$2.43M +21,860 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$2.18M +$285K +2,569 +15%
DADC
49
D.A. Davidson & Co
Montana
$2.13M +$335K +3,015 +19%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.96M -$129K -1,162 -6%