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iShares Intermediate Government/Credit Bond ETF

241 hedge funds and large institutions have $2.57B invested in iShares Intermediate Government/Credit Bond ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $2.33B → $2.57B (+$249M)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3% more funds holding

Funds holding: 235241 (+6)

2.43% more ownership

Funds ownership: 83.2%85.63% (+2.4%)

13% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 93

Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
3.83%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
25
Increased
81
Reduced
93
Closed
15
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Beaumont Capital Management
Massachusetts
$4.32M +$3.37M +32,970 +340%
WB
77
Webster Bank
Connecticut
$4.25M -$703K -6,879 -14%
Truist Financial
78
Truist Financial
North Carolina
$4.2M -$228K -2,229 -5%
GWP
79
Gateway Wealth Partners
Wisconsin
$4.13M +$700K +6,847 +20%
ACP
80
Aveo Capital Partners
Colorado
$3.95M +$129K +1,262 +3%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$3.66M -$310K -3,035 -8%
MML Investors Services
82
MML Investors Services
Massachusetts
$3.53M -$307K -3,003 -8%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$3.48M +$4.5K +44 +0.1%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$3.48M +$188K +1,836 +6%
SB
85
Simmons Bank
Arkansas
$3.45M -$272K -2,659 -7%
CWM
86
Congress Wealth Management
Massachusetts
$2.94M -$2.27M -22,211 -43%
TRIA
87
Trail Ridge Investment Advisors
Colorado
$2.93M -$689K -6,735 -19%
State Street
88
State Street
Massachusetts
$2.91M +$52.9K +517 +2%
CB
89
Commerce Bank
Missouri
$2.86M -$191K -1,864 -6%
ONB
90
Old National Bancorp
Indiana
$2.64M -$53.5K -523 -2%
FNBOO
91
First National Bank of Omaha
Nebraska
$2.41M
UBS Group
92
UBS Group
Switzerland
$2.08M -$2.44M -23,835 -54%
MA
93
Montag & Associates
Georgia
$2.03M
CC
94
Courier Capital
New York
$2.03M +$436K +4,268 +27%
FCI
95
Financial Counselors Inc
Kansas
$2M +$2.02M +19,744 New
CISOA
96
Capital Investment Services of America
Wisconsin
$1.99M -$66K -645 -3%
MC
97
Montag & Caldwell
Georgia
$1.99M -$143K -1,399 -7%
TAM
98
Tucker Asset Management
Colorado
$1.95M +$628K +6,137 +47%
HT
99
Heritage Trust
Oklahoma
$1.93M -$27.3K -267 -1%
OWA
100
Opal Wealth Advisors
New York
$1.86M +$751K +7,345 +67%