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iShares Intermediate Government/Credit Bond ETF

202 hedge funds and large institutions have $1.56B invested in iShares Intermediate Government/Credit Bond ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

62% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 53

8% more capital invested

Capital invested by funds: $1.45B → $1.56B (+$111M)

3.84% more ownership

Funds ownership: 72.71%76.55% (+3.8%)

2% more funds holding

Funds holding: 199202 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

Holders
202
Holders Change
+3
Holders Change %
+1.51%
% of All Funds
3.98%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
24
Increased
86
Reduced
53
Closed
13
Calls
$22.7M
Puts
Net Calls
+$22.7M
Net Calls Change
+$790K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$6.42M +$734K +6,494 +13%
AG
52
Advisor Group
Arizona
$6.29M +$1.27M +11,234 +25%
SIA
53
Strategic Investment Advisors
Michigan
$5.83M +$246K +2,174 +4%
RJA
54
Raymond James & Associates
Florida
$5.77M +$394K +3,484 +7%
SSWM
55
Smith Salley Wealth Management
North Carolina
$5.62M +$377K +3,334 +7%
PP
56
Palladium Partners
Virginia
$5.42M +$460K +4,075 +9%
FAM
57
Foothills Asset Management
Arizona
$4.7M +$230K +2,039 +5%
Goldman Sachs
58
Goldman Sachs
New York
$4.42M -$1.01M -8,919 -19%
AssetMark Inc
59
AssetMark Inc
California
$4.35M +$493K +4,366 +13%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$4.22M +$3.95M +34,972 +1,452%
CWM
61
Confluence Wealth Management
Oregon
$4.05M -$244K -2,156 -6%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$4.03M +$181K +1,602 +4%
Lido Advisors
63
Lido Advisors
California
$4.02M +$696K +6,163 +21%
BPB
64
Badgley, Phelps & Bell
Washington
$3.91M +$85.5K +757 +2%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$3.86M
LPT
66
Legacy Private Trust
Wisconsin
$3.76M -$479K -4,241 -11%
IWA
67
Independence Wealth Advisors
Virginia
$3.68M +$258K +2,285 +8%
PCIA
68
Prime Capital Investment Advisors
Kansas
$3.6M +$2.77M +24,486 +328%
Truist Financial
69
Truist Financial
North Carolina
$3.6M +$3.61M +31,957 New
WWM
70
Windsor Wealth Management
Indiana
$3.54M +$854K +7,560 +32%
CCG
71
Chatham Capital Group
Georgia
$3.52M +$65K +575 +2%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$3.43M +$272K +2,408 +9%
CWG
73
Cornerstone Wealth Group
North Carolina
$3.29M +$131K +1,163 +4%
FA
74
FDx Advisors
Illinois
$3.25M -$164K -1,454 -5%
SF
75
Synovus Financial
Georgia
$3.22M +$88.6K +784 +3%