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iShares Intermediate Government/Credit Bond ETF

235 hedge funds and large institutions have $2.33B invested in iShares Intermediate Government/Credit Bond ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

9% more funds holding

Funds holding: 216235 (+19)

6% more capital invested

Capital invested by funds: $2.2B → $2.33B (+$121M)

7% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 82

2.09% less ownership

Funds ownership: 85.29%83.2% (-2.1%)

Holders
235
Holders Change
+19
Holders Change %
+8.8%
% of All Funds
3.69%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
33
Increased
88
Reduced
82
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
51
UMB Bank
Missouri
$8.67M -$123K -1,178 -1%
BPWM
52
Badgley Phelps Wealth Managers
Washington
$8.6M +$1.55M +14,861 +22%
FHB
53
First Hawaiian Bank
Hawaii
$8.43M +$212K +2,040 +3%
HFS
54
Hantz Financial Services
Michigan
$8.39M +$1.02M +9,772 +14%
M&T Bank
55
M&T Bank
New York
$8.12M +$107K +1,031 +1%
BONH
56
Bank of New Hampshire
New Hampshire
$8.12M +$101K +974 +1%
GT
57
Greenleaf Trust
Michigan
$7.58M -$783K -7,524 -9%
IIC
58
Integrated Investment Consultants
Michigan
$7.28M -$132K -1,270 -2%
FNT
59
First National Trust
Pennsylvania
$7.11M +$1.02M +9,791 +17%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$6.67M -$1.77M -17,052 -21%
ANTB
61
AMG National Trust Bank
Colorado
$6.63M +$223K +2,145 +3%
Citadel Advisors
62
Citadel Advisors
Florida
$6.56M +$6.27M +60,224 +1,727%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$6.41M +$783K +7,526 +14%
1SB
64
1ST Source Bank
Indiana
$6.38M +$364K +3,497 +6%
MPM
65
Meritage Portfolio Management
Kansas
$6M -$536K -5,151 -8%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$5.85M +$3.33M +32,045 +129%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$5.65M -$293K -2,818 -5%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$5.42M -$1.54M -14,838 -22%
CWM
69
Congress Wealth Management
Massachusetts
$5.28M +$2.33M +22,389 +78%
WB
70
Webster Bank
Connecticut
$5.03M +$900K +8,653 +22%
IIM
71
InTrack Investment Management
Vermont
$4.99M -$34.3K -330 -0.7%
CMBA
72
C.M. Bidwell & Associates
Hawaii
$4.88M +$190K +1,830 +4%
CCP
73
Cassia Capital Partners
North Carolina
$4.73M +$54.8K +527 +1%
WT
74
Whittier Trust
California
$4.59M -$374K -3,597 -7%
UBS Group
75
UBS Group
Switzerland
$4.57M +$191K +1,838 +4%