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iShares Intermediate Government/Credit Bond ETF
GVI

103 hedge funds and large institutions have $1.09B invested in iShares Intermediate Government/Credit Bond ETF in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

7% more capital invested

Capital invested by funds: $1.02B → $1.09B (+$75.7M)

4% more funds holding

Funds holding: 99 → 103 (+4)

2.11% more ownership

Funds ownership: 79.21% → 81.32% (+2.1%)

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
2.96%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
14
Increased
40
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
+$36.6M
2
CCMH
Cornerstone Capital Management Holdings
New York
+$17.1M
3
KeyBank National Association
KeyBank National Association
Ohio
+$15.8M
4
Bank of America
Bank of America
North Carolina
+$14.1M
5
UCFA
United Capital Financial Advisors
Texas
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
CC
Curian Capital
Colorado
-$61M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.57M
3
BCM
Bluefin Capital Management
New York
-$2.5M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$2.17M
5
ANBTV
American National Bank & Trust (Virginia)
Virginia
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
HW
76
Hancock Whitney
Mississippi
$377K +$3.98K +36 +1%
WTB
77
Washington Trust Bank
Washington
$362K – – –
FAAS
78
First Allied Advisory Services
California
$352K +$349K +3,156 New
TTWM
79
TCV Trust & Wealth Management
Virginia
$327K +$326K +2,950 New
DIA
80
Denver Investment Advisors
Colorado
$299K – – –
KFS
81
KMS Financial Services
Washington
$289K -$3.76K -34 -1%
BIM
82
BlackRock Investment Management
Delaware
$276K +$12.2K +110 +5%
B
83
Baird
Wisconsin
$253K -$5.08K -46 -2%
BPBT
84
Boston Private Bank & Trust
Massachusetts
$240K -$114K -1,030 -32%
ECM
85
Exchange Capital Management
Michigan
$238K +$51.8K +469 +28%
FA
86
FDx Advisors
Illinois
$215K +$214K +1,938 New
BC
87
Bartlett & Co
Ohio
$161K – – –
FHA
88
First Horizon Advisors
Tennessee
$160K -$14K -127 -8%
AIG
89
American International Group
New York
$83.3K +$71.5K +647 +622%
PIA
90
Piedmont Investment Advisors
North Carolina
$83.2K – – –
RFA
91
Reilly Financial Advisors
California
$64K +$63.7K +576 New
SJIM
92
St. Johns Investment Management
Florida
$59K +$111 +1 +0.2%
WA
93
Winfield Associates
Ohio
$55K – – –
WT
94
Whittier Trust
California
$35K +$19.9K +180 +130%
OIA
95
Optimum Investment Advisors
Illinois
$30K – – –
DAM
96
Delta Asset Management
Tennessee
$23K – – –
WTC
97
WhitTier Trust Company
Nevada
$22K +$21.9K +198 New
NES
98
New England Securities
New York
$17K -$3.21K -29 -16%
BRWA
99
B. Riley Wealth Advisors
Florida
$7.76K +$7.74K +70 New
WA
100
WFG Advisors
Texas
$6K -$111 -1 -2%
1 2 3
4
5

GVI Hedge Fund Activity: Q2 2014 in Review

103 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q2 2014, worth a combined $1.09B — up 7.4% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GVI positions and 9 closed out — a net gain of 5 holders — while 40 added to existing stakes and 34 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $36.6M. The largest seller was Curian Capital, exiting entirely with an estimated $61M sold.

  • 103 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q2 2014, up from 99 in Q1 2014.
  • Funds reported $1.09B of iShares Intermediate Government/Credit Bond ETF stock for Q2 2014, up 7.4% quarter-over-quarter.
  • 14 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q2 2014 and 9 closed out, a net change of +5 holders.
  • The largest iShares Intermediate Government/Credit Bond ETF buyer in Q2 2014 was TD Ameritrade Investment Management, an estimated $36.6M added.
  • The largest iShares Intermediate Government/Credit Bond ETF seller in Q2 2014 was Curian Capital, an estimated $61M sold.

Based on aggregated 13F filings for Q2 2014.