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iShares Intermediate Government/Credit Bond ETF
GVI

277 hedge funds and large institutions have $3.33B invested in iShares Intermediate Government/Credit Bond ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 111 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

28% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 87

10% more capital invested

Capital invested by funds: $3.03B → $3.33B (+$303M)

3% more funds holding

Funds holding: 268 → 277 (+9)

0.52% more ownership

Funds ownership: 86.92% → 87.44% (+0.52%)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

Holders
277
Holders Change
+9
Holders Change %
+3.36%
% of All Funds
3.65%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.26%
New
36
Increased
111
Reduced
87
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$21.8M
2
EB
Eastern Bank
Massachusetts
+$18.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$16M
4
SW
SVB Wealth
Massachusetts
+$14.6M
5
CL
Choreo LLC
Illinois
+$12.9M

Top Sellers

1
SFS
Strategic Financial Services
New York
-$91.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65.6M
3
Stifel Financial
Stifel Financial
Missouri
-$48.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$28.7M
5
VSQM
V-Square Quantitative Management
Illinois
-$14.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HB
26
Horizon Bancorp
Indiana
$31M -$7.15M -68,074 -19%
KOC
27
Koss-Olinger Consulting
Florida
$25.7M +$891K +8,477 +4%
OC
28
Oarsman Capital
Wisconsin
$25M +$1.11M +10,543 +5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$24.4M +$1.1M +10,457 +5%
LPL Financial
30
LPL Financial
California
$21.9M +$5.97M +56,862 +37%
Allianz Asset Management
31
Allianz Asset Management
Germany
$21.3M -$7.94M -75,536 -27%
DC
32
Davenport & Co
Virginia
$20.6M +$1.13M +10,738 +6%
APCM
33
Alaska Permanent Capital Management
Alaska
$20.5M – – –
FLPIM
34
F.L. Putnam Investment Management
Massachusetts
$20.5M -$415K -3,951 -2%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$19.5M -$9.23M -87,795 -32%
GT
36
Greenleaf Trust
Michigan
$19.2M +$2.4M +22,821 +14%
FCBT
37
First Citizens Bank & Trust
North Carolina
$18.7M +$497K +4,729 +3%
UCFA
38
United Capital Financial Advisors
Texas
$18M +$11.1M +105,706 +158%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$17.6M +$632K +6,013 +4%
NYLIM
40
New York Life Investment Management
New York
$17.6M – – –
MM
41
Meridian Management
Arkansas
$17.4M +$147K +1,403 +0.8%
Charles Schwab
42
Charles Schwab
California
$17.1M +$3.52M +33,539 +26%
CCB
43
Country Club Bank
Missouri
$17M -$878K -8,353 -5%
Bessemer Group
44
Bessemer Group
New Jersey
$15.5M -$4.73K -45 -0%
WT
45
Washington Trust
Rhode Island
$15.2M +$628K +5,975 +4%
FAT
46
First American Trust
California
$15M +$2.84M +26,987 +23%
SW
47
SVB Wealth
Massachusetts
$14.5M +$14.6M +139,076 New
GCA
48
Greenwood Capital Associates
South Carolina
$13.9M -$70.5K -671 -0.5%
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.6M -$8.42M -80,146 -38%
CL
50
Choreo LLC
Illinois
$12.8M +$12.9M +122,920 New
1
2
3 4 5

GVI Hedge Fund Activity: Q4 2024 in Review

277 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q4 2024, worth a combined $3.33B — up 10% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new GVI positions and 23 closed out — a net gain of 13 holders — while 111 added to existing stakes and 87 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $21.8M. The largest seller was Strategic Financial Services, cutting an estimated $91.5M.

  • 277 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q4 2024, up from 268 in Q3 2024.
  • Funds reported $3.33B of iShares Intermediate Government/Credit Bond ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 36 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q4 2024 and 23 closed out, a net change of +13 holders.
  • The largest iShares Intermediate Government/Credit Bond ETF buyer in Q4 2024 was CIBC Private Wealth Group, an estimated $21.8M added.
  • The largest iShares Intermediate Government/Credit Bond ETF seller in Q4 2024 was Strategic Financial Services, an estimated $91.5M sold.

Based on aggregated 13F filings for Q4 2024.