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iShares Intermediate Government/Credit Bond ETF

173 hedge funds and large institutions have $1.35B invested in iShares Intermediate Government/Credit Bond ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $1.25B → $1.35B (+$104M)

5.56% more ownership

Funds ownership: 63.37%68.92% (+5.6%)

1% less funds holding

Funds holding: 174173 (-1)

2% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 61

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
173
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
3.96%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.21%
New
15
Increased
60
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$3.98M -$811K -7,544 -17%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$3.58M +$337K +3,131 +10%
FT
53
Fiduciary Trust
Massachusetts
$3.49M -$1.65M -15,334 -32%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$3.35M -$551K -5,126 -14%
LPT
55
Legacy Private Trust
Wisconsin
$3.31M -$3.54M -32,911 -52%
FA
56
FDx Advisors
Illinois
$3.23M +$202K +1,881 +7%
CWM
57
Confluence Wealth Management
Oregon
$3.15M -$18.5K -172 -0.6%
BA
58
Boston Advisors
Massachusetts
$3.04M -$161K -1,500 -5%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$2.99M -$68.6K -638 -2%
CSIA
60
Charles Schwab Investment Advisory
California
$2.96M +$2.95M +27,440 New
BPB
61
Badgley, Phelps & Bell
Washington
$2.93M -$131K -1,215 -4%
SB
62
Simmons Bank
Arkansas
$2.79M +$2.78M +25,848 New
LPL Financial
63
LPL Financial
California
$2.78M -$212K -1,970 -7%
ANTB
64
AMG National Trust Bank
Colorado
$2.68M +$84.2K +783 +3%
SSWM
65
Smith Salley Wealth Management
North Carolina
$2.55M +$787K +7,319 +45%
JIR
66
James Investment Research
Ohio
$2.51M +$110K +1,025 +5%
RFC
67
Regions Financial Corp
Alabama
$2.48M -$782K -7,273 -24%
BIA
68
Bigelow Investment Advisors
Maine
$2.42M -$126K -1,170 -5%
AssetMark Inc
69
AssetMark Inc
California
$2.21M +$128K +1,191 +6%
TTWM
70
TCV Trust & Wealth Management
Virginia
$2.15M +$2.15M +20,000 New
ASN
71
Advisory Services Network
Georgia
$2.11M +$83K +772 +4%
WB
72
Webster Bank
Connecticut
$2.1M -$428K -3,979 -17%
HFS
73
HL Financial Services
Kentucky
$1.98M +$140K +1,303 +8%
ATC
74
Argent Trust Co
Tennessee
$1.94M +$1.3M +12,071 +203%
B
75
Bailard
California
$1.91M +$312K +2,900 +20%