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iShares Intermediate Government/Credit Bond ETF

211 hedge funds and large institutions have $1.72B invested in iShares Intermediate Government/Credit Bond ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

10% more capital invested

Capital invested by funds: $1.56B → $1.72B (+$163M)

4% more funds holding

Funds holding: 202211 (+9)

0.19% less ownership

Funds ownership: 76.55%76.36% (-0.19%)

30% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 89

Holders
211
Holders Change
+9
Holders Change %
+4.46%
% of All Funds
4.65%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
27
Increased
62
Reduced
89
Closed
15
Calls
$23.1M
Puts
Net Calls
+$23.1M
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$7.98M +$6.32M +55,498 +394%
GT
52
Greenleaf Trust
Michigan
$7.91M -$12.7M -111,197 -62%
BAC
53
Boys Arnold & Co
North Carolina
$7.83M -$376K -3,298 -5%
HCA
54
Heck Capital Advisors
Wisconsin
$7.54M -$797 -7 -0%
TTWM
55
TCV Trust & Wealth Management
Virginia
$7.13M +$586K +5,141 +9%
ISWM
56
Independent Solutions Wealth Management
New York
$6.79M -$558K -4,902 -8%
RJA
57
Raymond James & Associates
Florida
$6.36M +$477K +4,186 +8%
SIA
58
Strategic Investment Advisors
Michigan
$6.22M +$276K +2,423 +5%
FEG
59
Fund Evaluation Group
Ohio
$5.88M +$5.84M +51,259 New
Ameriprise
60
Ameriprise
Minnesota
$5.78M -$1.61M -14,127 -22%
SSWM
61
Smith Salley Wealth Management
North Carolina
$5.63M -$90.7K -796 -2%
Truist Financial
62
Truist Financial
North Carolina
$5.35M +$1.68M +14,713 +46%
PP
63
Palladium Partners
Virginia
$5.31M -$204K -1,787 -4%
PCIA
64
Prime Capital Investment Advisors
Kansas
$4.81M +$1.14M +9,975 +31%
FAM
65
Foothills Asset Management
Arizona
$4.72M -$65.1K -572 -1%
Lido Advisors
66
Lido Advisors
California
$4.34M +$242K +2,128 +6%
BPB
67
Badgley, Phelps & Bell
Washington
$4.08M +$99.5K +874 +3%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$3.97M
IWA
69
Independence Wealth Advisors
Virginia
$3.9M +$148K +1,301 +4%
CCG
70
Chatham Capital Group
Georgia
$3.86M +$277K +2,430 +8%
CWM
71
Confluence Wealth Management
Oregon
$3.85M -$271K -2,377 -7%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$3.74M +$251K +2,204 +7%
LPT
73
Legacy Private Trust
Wisconsin
$3.73M -$100K -879 -3%
FMII
74
Farmers & Merchants Investments Inc
Nebraska
$3.6M -$3.74M -32,813 -51%
FA
75
FDx Advisors
Illinois
$3.12M -$190K -1,666 -6%