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iShares Intermediate Government/Credit Bond ETF

235 hedge funds and large institutions have $2.33B invested in iShares Intermediate Government/Credit Bond ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

9% more funds holding

Funds holding: 216235 (+19)

6% more capital invested

Capital invested by funds: $2.2B → $2.33B (+$121M)

7% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 82

2.09% less ownership

Funds ownership: 85.29%83.2% (-2.1%)

Holders
235
Holders Change
+19
Holders Change %
+8.8%
% of All Funds
3.69%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
33
Increased
88
Reduced
82
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
101
Csenge Advisory Group
Florida
$1.74M +$1.76M +16,885 New
PG
102
Proffitt & Goodson
Tennessee
$1.73M +$84.7K +814 +5%
DIA
103
Dana Investment Advisors
Wisconsin
$1.67M -$40K -384 -2%
Ameriprise
104
Ameriprise
Minnesota
$1.67M -$44.5K -428 -3%
CC
105
Courier Capital
New York
$1.62M +$1.22M +11,762 +296%
BSW
106
Buckingham Strategic Wealth
Missouri
$1.62M -$864K -8,306 -35%
SSWM
107
Smith Salley Wealth Management
North Carolina
$1.58M -$1.39M -13,363 -47%
FFBTD
108
First Financial Bank - Trust Division
Ohio
$1.42M +$26.3K +253 +2%
AI
109
Atria Investments
North Carolina
$1.36M +$51.7K +497 +4%
TAM
110
Tucker Asset Management
Colorado
$1.35M +$1.03M +9,924 +314%
HTC
111
Haverford Trust Company
Pennsylvania
$1.32M +$11.3K +109 +0.9%
TFA
112
Triad Financial Advisors
North Carolina
$1.27M -$257K -2,467 -17%
OWA
113
Opal Wealth Advisors
New York
$1.13M +$110K +1,058 +11%
NA
114
NewEdge Advisors
Louisiana
$1.13M
KAS
115
Kestra Advisory Services
Texas
$1.12M +$16.6K +160 +1%
Betterment LLC
116
Betterment LLC
New York
$1.1M -$19.5K -187 -2%
OC
117
Oppenheimer & Co
New York
$1.08M -$151K -1,451 -12%
ACIM
118
Azimuth Capital Investment Management
Michigan
$1.04M +$96.3K +926 +10%
PPC
119
Park Place Capital
Alabama
$1.03M +$1.04M +10,000 New
RB
120
Renasant Bank
Mississippi
$1.03M +$1.04M +10,000 New
HCM
121
Howland Capital Management
Massachusetts
$1.02M -$38.6K -371 -4%
SWP
122
Semus Wealth Partners
Florida
$1.01M +$1.67K +16 +0.2%
ATC
123
Argent Trust Co
Tennessee
$1M -$75.5K -726 -7%
BCM
124
Beaumont Capital Management
Massachusetts
$997K +$1.01M +9,689 New
WTA
125
Washington Trust Advisors
Massachusetts
$978K -$104K -1,000 -10%