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iShares Intermediate Government/Credit Bond ETF

114 hedge funds and large institutions have $1.28B invested in iShares Intermediate Government/Credit Bond ETF in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

14% more capital invested

Capital invested by funds: $1.13B → $1.28B (+$155M)

7% more funds holding

Funds holding: 107114 (+7)

2.21% more ownership

Funds ownership: 79.04%81.25% (+2.2%)

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
3.04%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.29%
New
23
Increased
37
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Winfield Associates
Ohio
$55K
RMAM
102
Raab & Moskowitz Asset Management
New Jersey
$45K +$44.7K +403 New
Victory Capital Management
103
Victory Capital Management
Texas
$42K +$42.1K +380 New
WT
104
Whittier Trust
California
$35K
OIA
105
Optimum Investment Advisors
Illinois
$30K
CP
106
Corbenic Partners
Pennsylvania
$25K +$24.8K +224 New
DAM
107
Delta Asset Management
Tennessee
$23K
WTC
108
WhitTier Trust Company
Nevada
$22K
LIA
109
LS Investment Advisors
Michigan
$16K +$16.1K +145 New
RIA
110
Regal Investment Advisors
Michigan
$10K +$10.1K +91 New
Citigroup
111
Citigroup
New York
$9K -$33K -298 -79%
MFS
112
MSI Financial Services
Massachusetts
$7K +$7.09K +64 New
BRWA
113
B. Riley Wealth Advisors
Florida
$8 +$7.76K +70 New
CCMH
114
Cornerstone Capital Management Holdings
New York
-$27.8M -252,032 Closed
BCM
115
Bluefin Capital Management
New York
-$4.24M -38,467 Closed
CAM
116
Capstone Asset Management
Texas
-$1.13M -10,272 Closed
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
-$1.1M -9,951 Closed
Goldman Sachs
118
Goldman Sachs
New York
-$1.03M -9,302 Closed
Citadel Advisors
119
Citadel Advisors
Florida
-$500K -4,537 Closed
VKH
120
Virtu KCG Holdings
New York
-$384K -3,486 Closed
BFEC
121
Benjamin F. Edwards & Company
Missouri
-$123K -1,118 Closed
MA
122
MUFG Americas
New York
-$100K -908 Closed
OCM
123
One Capital Management
California
-$27K -245 Closed
PAG
124
Private Advisor Group
New Jersey
-$10K -89 Closed
TAT
125
TD Ameritrade Trust
Colorado
-$2K -19 Closed