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iShares Intermediate Government/Credit Bond ETF

199 hedge funds and large institutions have $1.45B invested in iShares Intermediate Government/Credit Bond ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0.59% more ownership

Funds ownership: 72.12%72.71% (+0.59%)

0% more funds holding

Funds holding: 199199 (0)

3% less capital invested

Capital invested by funds: $1.5B → $1.45B (-$48.2M)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
199
Holders Change
Holders Change %
0%
% of All Funds
4.36%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.39%
New
21
Increased
79
Reduced
59
Closed
19
Calls
$21.9M
Puts
Net Calls
+$21.9M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$16.5M +$1.04M +9,207 +7%
ZCA
27
Zeke Capital Advisors
Pennsylvania
$16.1M +$300K +2,658 +2%
MPM
28
Meritage Portfolio Management
Kansas
$16M +$16M +141,636 New
FMII
29
Farmers & Merchants Investments Inc
Nebraska
$15.5M -$11.3M -99,971 -42%
State Street
30
State Street
Massachusetts
$15M -$405K -3,591 -3%
FCBT
31
First Citizens Bank & Trust
North Carolina
$14.5M +$1.55M +13,707 +12%
WT
32
Washington Trust
Rhode Island
$12.3M +$359K +3,180 +3%
NIC
33
Northwest Investment Counselors
Oregon
$12M -$541K -4,798 -4%
SW
34
SVB Wealth
Massachusetts
$11.3M +$974K +8,639 +9%
BF
35
BOK Financial
Oklahoma
$11.1M -$669K -5,935 -6%
DC
36
Davenport & Co
Virginia
$10.8M -$191K -1,690 -2%
BC
37
Brinker Capital
Pennsylvania
$10.8M +$2.65M +23,456 +33%
JPG
38
Jordan Park Group
California
$10.6M +$1.13M +9,993 +12%
Jane Street
39
Jane Street
New York
$9.84M -$4.57M -40,488 -32%
GCA
40
Greenwood Capital Associates
South Carolina
$9.63M -$679K -6,020 -7%
Comerica Bank
41
Comerica Bank
Texas
$9.4M -$2.93M -25,972 -24%
APCM
42
Alaska Permanent Capital Management
Alaska
$8.55M -$89.7K -795 -1%
AWA
43
Alaska Wealth Advisors
Alaska
$8.55M +$1.94M +17,240 +30%
Citadel Advisors
44
Citadel Advisors
Florida
$8M +$5.43M +48,164 +214%
BAC
45
Boys Arnold & Co
North Carolina
$7.92M +$64K +567 +0.8%
WB
46
Webster Bank
Connecticut
$7.72M +$3.58M +31,751 +87%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7.2M +$2.34M +20,722 +48%
HCA
48
Heck Capital Advisors
Wisconsin
$7.05M +$379K +3,362 +6%
Ameriprise
49
Ameriprise
Minnesota
$6.32M +$2.15M +19,033 +51%
Morgan Stanley
50
Morgan Stanley
New York
$5.72M +$414K +3,666 +8%