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iShares Intermediate Government/Credit Bond ETF

99 hedge funds and large institutions have $1.02B invested in iShares Intermediate Government/Credit Bond ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

6% more capital invested

Capital invested by funds: $959M → $1.02B (+$57.7M)

4.79% more ownership

Funds ownership: 74.42%79.21% (+4.8%)

3% more funds holding

Funds holding: 9699 (+3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

33% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 40

Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
2.86%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
15
Increased
27
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
51
Johnson Investment Counsel
Ohio
$1.32M -$1.1K -10 -0.1%
FHB
52
First Hawaiian Bank
Hawaii
$1.24M -$129K -1,171 -9%
PWW
53
Pettyjohn Wood & White
Virginia
$1.15M -$22K -200 -2%
VKH
54
Virtu KCG Holdings
New York
$1.11M +$1.11M +10,125 New
CAM
55
Capstone Asset Management
Texas
$1.06M -$177K -1,610 -14%
BT
56
Beacon Trust
New Jersey
$1.04M -$46.5K -422 -4%
ATC
57
Argent Trust Company
Louisiana
$1.03M
CS
58
Comerica Securities
Michigan
$1.01M -$24.1K -219 -2%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$995K +$141K +1,278 +16%
TNBTD
60
Trustmark National Bank Trust Department
Mississippi
$908K -$78.2K -710 -8%
Truist Financial
61
Truist Financial
North Carolina
$827K -$344K -3,120 -29%
CB
62
Commerce Bank
Missouri
$822K -$24.8K -225 -3%
Creative Planning
63
Creative Planning
Kansas
$817K -$36.7K -333 -4%
STIA
64
Stone Toro Investment Advisers
New Jersey
$816K -$4.4K -40 -0.5%
OC
65
Oppenheimer & Co
New York
$727K +$19.3K +175 +3%
PP
66
Palladium Partners
Virginia
$703K
CB
67
Chemical Bank
Michigan
$677K
KT
68
Kanaly Trust
Texas
$628K
Jane Street
69
Jane Street
New York
$601K +$602K +5,465 New
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$596K +$597K +5,421 New
BWM
71
Baystate Wealth Management
Massachusetts
$458K +$459K +4,166 New
PSUF
72
People's United Financial
Connecticut
$423K -$55.1K -500 -12%
NAM
73
NTV Asset Management
West Virginia
$414K
Kayne Anderson Rudnick Investment Management
74
Kayne Anderson Rudnick Investment Management
California
$397K -$1.98K -18 -0.5%
HW
75
Hancock Whitney
Mississippi
$370K -$1.54K -14 -0.4%