iShares Intermediate Government/Credit Bond ETF
118 hedge funds and large institutions have $1.35B invested in iShares Intermediate Government/Credit Bond ETF in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
4% more funds holding
Funds holding: 114 → 118 (+4)
5% more capital invested
Capital invested by funds: $1.28B → $1.35B (+$61M)
2% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 41
3.13% less ownership
Funds ownership: 81.25% → 78.12% (-3.1%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$31.7M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$14.6M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
+$13.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.7M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$26.2M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$13.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.87M |
| 4 |
HCMT
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
-$3.47M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Victory Capital Management
San Antonio,
Texas
| – | -$42K | -380 | Closed |
|
|
CP
127
Corbenic Partners
Bethlehem,
Pennsylvania
| – | -$25K | -224 | Closed |
|
|
LIA
128
LS Investment Advisors
Bloomfield Hills,
Michigan
| – | -$16K | -145 | Closed |
|
|
BRWA
129
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$8 | -70 | Closed |
|
GVI Hedge Fund Activity: Q1 2015 in Review
118 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q1 2015, worth a combined $1.35B — up 4.8% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new GVI positions and 12 closed out — a net gain of 5 holders — while 40 added to existing stakes and 41 trimmed.
The largest buyer was TD Ameritrade Investment Management, adding an estimated $31.7M. The largest seller was Pacific Financial Group, cutting an estimated $26.2M.
- 118 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q1 2015, up from 114 in Q4 2014.
- Funds reported $1.35B of iShares Intermediate Government/Credit Bond ETF stock for Q1 2015, up 4.8% quarter-over-quarter.
- 17 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q1 2015 and 12 closed out, a net change of +5 holders.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q1 2015 was TD Ameritrade Investment Management, an estimated $31.7M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q1 2015 was Pacific Financial Group, an estimated $26.2M sold.
Based on aggregated 13F filings for Q1 2015.