iShares Intermediate Government/Credit Bond ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$36.6M |
| 2 |
CCMH
Cornerstone Capital Management Holdings
New York
|
+$17.1M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
+$15.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.1M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Curian Capital
Denver,
Colorado
|
-$61M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.57M |
| 3 |
BCM
Bluefin Capital Management
New York
|
-$2.5M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.17M |
| 5 |
ANBTV
American National Bank & Trust (Virginia)
Danville,
Virginia
|
-$1.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
101
MSI Financial Services
Springfield,
Massachusetts
| $5K | +$4.64K | +42 | New |
|
|
SAM
102
Shamrock Asset Management
Dallas,
Texas
| $4K | +$3.76K | +34 | New |
|
|
TAT
103
TD Ameritrade Trust
Denver,
Colorado
| $2K | – | – | – |
|
|
NFG
104
Next Financial Group
Houston,
Texas
| $1K | +$1.1K | +10 | New |
|
|
CC
105
Curian Capital
Denver,
Colorado
| – | -$61M | -554,453 | Closed |
|
|
BCM
106
Bluefin Capital Management
New York
| – | -$2.5M | -22,325 | Closed |
|
|
STIA
107
Stone Toro Investment Advisers
Princeton,
New Jersey
| – | -$816K | -7,420 | Closed |
|
108
Fisher Asset Management
Camas,
Washington
| – | -$239K | -2,168 | Closed |
|
|
EWM
109
Elite Wealth Management
Kirkland,
Washington
| – | -$30K | -272 | Closed |
|
110
Ameriprise
Minneapolis,
Minnesota
| – | -$7K | -68 | Closed |
|
|
TCOV
111
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$6K | -50 | Closed |
|
|
W
112
Wealthfront
Palo Alto,
California
| – | -$4K | -35 | Closed |
|
|
KCPG
113
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$2K | -22 | Closed |
|
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.