We are live on ! Find out more
GVI icon

iShares Intermediate Government/Credit Bond ETF

199 hedge funds and large institutions have $1.5B invested in iShares Intermediate Government/Credit Bond ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 78 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

24% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 63

2.75% more ownership

Funds ownership: 69.37%72.12% (+2.8%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

2% less capital invested

Capital invested by funds: $1.53B → $1.5B (-$32.6M)

1% less funds holding

Funds holding: 202199 (-3)

Holders
199
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
4.32%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.43%
New
18
Increased
78
Reduced
63
Closed
17
Calls
$23.1M
Puts
Net Calls
+$23.1M
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$5.26M -$230K -2,082 -4%
RJA
52
Raymond James & Associates
Florida
$5.17M +$42.8K +387 +0.8%
TTWM
53
TCV Trust & Wealth Management
Virginia
$5.03M +$1.86M +16,823 +60%
SIA
54
Strategic Investment Advisors
Michigan
$4.93M +$1.1M +9,905 +29%
CCA
55
Cobblestone Capital Advisors
New York
$4.83M +$474K +4,285 +11%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$4.81M +$3.68M +33,224 +346%
BA
57
Boston Advisors
Massachusetts
$4.75M +$733K +6,628 +19%
CWM
58
Confluence Wealth Management
Oregon
$4.55M +$41.3K +373 +0.9%
LPT
59
Legacy Private Trust
Wisconsin
$4.55M -$365K -3,297 -8%
PP
60
Palladium Partners
Virginia
$4.53M -$581K -5,253 -12%
SSWM
61
Smith Salley Wealth Management
North Carolina
$4.42M -$938K -8,480 -18%
FAM
62
Foothills Asset Management
Arizona
$4.38M +$604K +5,454 +16%
Ameriprise
63
Ameriprise
Minnesota
$4.16M +$1.36M +12,283 +50%
WB
64
Webster Bank
Connecticut
$4.09M +$655K +5,917 +19%
BPB
65
Badgley, Phelps & Bell
Washington
$3.8M +$737K +6,661 +25%
AA
66
Alesco Advisors
New York
$3.79M
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$3.69M +$359K +3,240 +11%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$3.56M
CCG
69
Chatham Capital Group
Georgia
$3.48M -$111K -1,000 -3%
FA
70
FDx Advisors
Illinois
$3.48M +$1.01M +9,164 +42%
CWG
71
Cornerstone Wealth Group
North Carolina
$3.14M +$52.5K +474 +2%
SB
72
Simmons Bank
Arkansas
$3.08M +$185K +1,675 +6%
Lido Advisors
73
Lido Advisors
California
$2.96M +$387K +3,495 +15%
B
74
Bailard
California
$2.95M +$108K +975 +4%
AG
75
Advisor Group
Arizona
$2.86M +$1.78M +16,042 +171%