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iShares Intermediate Government/Credit Bond ETF

167 hedge funds and large institutions have $1.29B invested in iShares Intermediate Government/Credit Bond ETF in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

13% more funds holding

Funds holding: 148167 (+19)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

1% less capital invested

Capital invested by funds: $1.3B → $1.29B (-$16.2M)

2.25% less ownership

Funds ownership: 62.76%60.51% (-2.2%)

29% less call options, than puts

Call options by funds: $439K | Put options by funds: $614K

Holders
167
Holders Change
+19
Holders Change %
+12.84%
% of All Funds
3.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
28
Increased
58
Reduced
54
Closed
9
Calls
$439K
Puts
$614K
Net Calls
-$175K
Net Calls Change
-$840K
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$14.2M -$13.8M -124,829 -49%
Wolverine Trading
27
Wolverine Trading
Illinois
$13.1M +$13.1M +119,157 New
HJA
28
Hugh Johnson Advisors
New York
$9.91M +$707K +6,414 +8%
M&T Bank
29
M&T Bank
New York
$9.52M +$673K +6,102 +8%
BAC
30
Boys Arnold & Co
North Carolina
$8.83M +$656K +5,950 +8%
DC
31
Davenport & Co
Virginia
$7.87M +$743K +6,740 +10%
Comerica Bank
32
Comerica Bank
Texas
$7.65M -$21.3M -192,820 -73%
Morgan Stanley
33
Morgan Stanley
New York
$7.15M -$9.93K -90 -0.1%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$7.08M +$959K +8,692 +16%
UB
35
UMB Bank
Missouri
$6.84M +$1.48M +13,399 +27%
TCM
36
Towercrest Capital Management
Pennsylvania
$6.63M -$3.7M -33,581 -36%
CS
37
Comerica Securities
Michigan
$6.24M -$259K -2,348 -4%
HCA
38
Heck Capital Advisors
Wisconsin
$5.62M +$942K +8,541 +20%
GCA
39
Greenwood Capital Associates
South Carolina
$5.42M +$44.7K +405 +0.8%
CSM
40
CAMG Solamere Management
North Carolina
$5.28M +$2.63M +23,877 +99%
HR
41
Howe & Rusling
New York
$5.01M -$70.3K -637 -1%
CCA
42
Cobblestone Capital Advisors
New York
$4.87M +$4.89M +44,335 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$4.71M -$1.34M -12,154 -22%
APCM
44
Alaska Permanent Capital Management
Alaska
$4.54M +$4.57M +41,400 New
WI
45
WrapManager Inc
California
$4.41M -$30.1K -273 -0.7%
B
46
Bailard
California
$4.34M -$1.65M -14,989 -27%
BF
47
BOK Financial
Oklahoma
$3.93M -$48.1K -436 -1%
RJA
48
Raymond James & Associates
Florida
$3.9M +$379K +3,432 +11%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$3.83M +$51.7K +469 +1%
PP
50
Palladium Partners
Virginia
$3.57M +$736K +6,677 +26%