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iShares Intermediate Government/Credit Bond ETF

211 hedge funds and large institutions have $1.72B invested in iShares Intermediate Government/Credit Bond ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

10% more capital invested

Capital invested by funds: $1.56B → $1.72B (+$163M)

4% more funds holding

Funds holding: 202211 (+9)

0.19% less ownership

Funds ownership: 76.55%76.36% (-0.19%)

30% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 89

Holders
211
Holders Change
+9
Holders Change %
+4.46%
% of All Funds
4.65%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
27
Increased
62
Reduced
89
Closed
15
Calls
$23.1M
Puts
Net Calls
+$23.1M
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
26
Meritage Portfolio Management
Kansas
$16.2M -$135K -1,182 -0.8%
GL
27
Graypoint LLC
New York
$16.1M +$16M +140,472 New
Morgan Stanley
28
Morgan Stanley
New York
$15.9M +$9.27M +81,425 +143%
State Street
29
State Street
Massachusetts
$15M -$616K -5,412 -4%
GFPC
30
Global Financial Private Capital
Florida
$14.9M -$751K -6,593 -5%
BC
31
Brinker Capital
Pennsylvania
$14.6M +$1.72M +15,060 +13%
Wells Fargo
32
Wells Fargo
California
$14.6M -$5.8M -50,943 -29%
UCFA
33
United Capital Financial Advisors
Texas
$13.5M -$2.69M -23,596 -17%
JFGIW
34
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.4M -$8.45M -74,168 -39%
BBA
35
Braun-Bostich & Associates
Pennsylvania
$12.9M +$11.8M +103,631 +1,224%
BF
36
BOK Financial
Oklahoma
$12.7M +$899K +7,890 +8%
SW
37
SVB Wealth
Massachusetts
$12.4M -$50.3K -442 -0.4%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$12.3M +$4.85M +42,626 +66%
WT
39
Washington Trust
Rhode Island
$12.2M +$28.1K +247 +0.2%
DC
40
Davenport & Co
Virginia
$12M +$11.2K +98 +0.1%
SB
41
Simmons Bank
Arkansas
$11.9M -$1.65M -14,476 -12%
NIC
42
Northwest Investment Counselors
Oregon
$11.8M -$56.8K -499 -0.5%
JPG
43
Jordan Park Group
California
$11.2M -$295K -2,589 -3%
UB
44
UMB Bank
Missouri
$10.8M +$551K +4,838 +5%
GCA
45
Greenwood Capital Associates
South Carolina
$10.4M +$693K +6,081 +7%
NYLIM
46
New York Life Investment Management
New York
$9.84M -$18M -157,643 -65%
WB
47
Webster Bank
Connecticut
$9.61M +$1.01M +8,887 +12%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$9.41M -$3.24M -28,440 -26%
APCM
49
Alaska Permanent Capital Management
Alaska
$9.11M +$33.6K +295 +0.4%
Comerica Bank
50
Comerica Bank
Texas
$9.08M -$580K -5,095 -6%