We are live on ! Find out more
GVI icon

iShares Intermediate Government/Credit Bond ETF
GVI

277 hedge funds and large institutions have $3.33B invested in iShares Intermediate Government/Credit Bond ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 111 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

28% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 87

10% more capital invested

Capital invested by funds: $3.03B → $3.33B (+$303M)

3% more funds holding

Funds holding: 268 → 277 (+9)

0.52% more ownership

Funds ownership: 86.92% → 87.44% (+0.52%)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

Holders
277
Holders Change
+9
Holders Change %
+3.36%
% of All Funds
3.65%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.26%
New
36
Increased
111
Reduced
87
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$21.8M
2
EB
Eastern Bank
Massachusetts
+$18.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$16M
4
SW
SVB Wealth
Massachusetts
+$14.6M
5
CL
Choreo LLC
Illinois
+$12.9M

Top Sellers

1
SFS
Strategic Financial Services
New York
-$91.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65.6M
3
Stifel Financial
Stifel Financial
Missouri
-$48.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$28.7M
5
VSQM
V-Square Quantitative Management
Illinois
-$14.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$12.6M -$28.7M -273,202 -69%
LBC
52
Lowe Brockenbrough & Co
Virginia
$12.2M +$7.2M +68,568 +141%
HFS
53
Hantz Financial Services
Michigan
$12.1M +$2.05M +19,550 +20%
FHB
54
First Hawaiian Bank
Hawaii
$10.2M +$538K +5,121 +6%
CFSG
55
Community Financial Services Group
Vermont
$9.92M +$7.82M +74,404 +357%
ISWM
56
Independent Solutions Wealth Management
New York
$9.56M -$2.9M -27,584 -23%
Truist Financial
57
Truist Financial
North Carolina
$9.4M -$3.34M -31,770 -26%
TAM
58
Tucker Asset Management
Colorado
$9.11M -$2.16M -20,589 -19%
M&T Bank
59
M&T Bank
New York
$9.09M +$2.25M +21,416 +33%
WB
60
Webster Bank
Connecticut
$9.02M +$1.94M +18,424 +27%
BPWM
61
Badgley Phelps Wealth Managers
Washington
$8.82M -$630 -6 -0%
CTI
62
Community Trust & Investment
Kentucky
$8.59M +$177K +1,689 +2%
PAG
63
Private Advisor Group
New Jersey
$8.43M +$3.82M +36,387 +82%
FNT
64
First National Trust
Pennsylvania
$8.07M -$72.2K -687 -0.9%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$7.94M +$1.68M +15,984 +27%
Comerica Bank
66
Comerica Bank
Texas
$7.76M +$9.04K +86 +0.1%
ANTB
67
AMG National Trust Bank
Colorado
$7.63M -$235K -2,235 -3%
BONH
68
Bank of New Hampshire
New Hampshire
$7.49M -$488K -4,645 -6%
BMCM
69
Bryn Mawr Capital Management
Pennsylvania
$7.43M -$145K -1,380 -2%
CC
70
Courier Capital
New York
$7.41M +$1.84M +17,530 +33%
Osaic Holdings
71
Osaic Holdings
Arizona
$6.97M -$4.06M -38,618 -37%
SFA
72
Sequoia Financial Advisors
Ohio
$6.77M +$227K +2,161 +3%
CPCM
73
Cornerstone Partners Capital Management
Virginia
$6.7M – – –
BF
74
BOK Financial
Oklahoma
$6.68M -$842K -8,015 -11%
Citadel Advisors
75
Citadel Advisors
Florida
$6.61M +$6.66M +63,373 New
1 2
3
4 5

GVI Hedge Fund Activity: Q4 2024 in Review

277 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q4 2024, worth a combined $3.33B — up 10% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new GVI positions and 23 closed out — a net gain of 13 holders — while 111 added to existing stakes and 87 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $21.8M. The largest seller was Strategic Financial Services, cutting an estimated $91.5M.

  • 277 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q4 2024, up from 268 in Q3 2024.
  • Funds reported $3.33B of iShares Intermediate Government/Credit Bond ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 36 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q4 2024 and 23 closed out, a net change of +13 holders.
  • The largest iShares Intermediate Government/Credit Bond ETF buyer in Q4 2024 was CIBC Private Wealth Group, an estimated $21.8M added.
  • The largest iShares Intermediate Government/Credit Bond ETF seller in Q4 2024 was Strategic Financial Services, an estimated $91.5M sold.

Based on aggregated 13F filings for Q4 2024.