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iShares Intermediate Government/Credit Bond ETF
GVI

Overview Fund Activity

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
Holders
241
Holders Change
+6
Holders Change %
+2.55%
% of All Funds
3.84%
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

Top Buyers

1
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
$180M
2
UB
2
UMB Bank
Missouri
$103M
3
Bank of America
3
Bank of America
North Carolina
$177M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$189M
5
Charles Schwab
5
Charles Schwab
California
$20.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$51.9M
2
Cerity Partners
2
Cerity Partners
New York
$609K
3
NYLIM
3
New York Life Investment Management
New York
$26.2M
4
WA
4
Wealthstar Advisors
Texas
$14.1M
5
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
126
Washington Trust Advisors
Massachusetts
$963K – – –
IAN
127
Integrated Advisors Network
Texas
$906K – – –
NLG
128
New Legacy Group
New York
$892K – – –
NB
129
NBT Bank
New York
$847K +$161K +1,585 +23%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$806K +$806K +7,954 New
CA
131
Clearstead Advisors
Ohio
$774K +$541K +5,342 +232%
HPA
132
High Probability Advisors
New York
$767K +$110K +1,085 +17%
AG
133
Ascent Group
Virginia
$754K -$1.25M -12,384 -62%
CASB
134
Cape Ann Savings Bank
Massachusetts
$732K -$12.7K -125 -2%
HCM
135
Howland Capital Management
Massachusetts
$705K -$303K -2,994 -30%
DWM
136
Darwin Wealth Management
Florida
$659K -$20.8K -205 -3%
CIA
137
Compass Ion Advisors
Pennsylvania
$627K +$627K +6,187 New
GL
138
Graypoint LLC
New York
$614K -$79K -780 -11%
BSB
139
Bangor Savings Bank
Maine
$612K -$171K -1,683 -22%
Cerity Partners
140
Cerity Partners
New York
$609K -$29.6M -292,043 -98%
BIA
141
Bigelow Investment Advisors
Maine
$586K -$86.4K -853 -13%
WIA
142
World Investment Advisors
California
$566K +$566K +5,587 New
TPA
143
Trivium Point Advisory
Connecticut
$548K -$129K -1,290 -19%
HNB
144
Huntington National Bank
Ohio
$540K -$564K – –
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$520K +$99K +979 +24%
Lazard Asset Management
146
Lazard Asset Management
New York
$518K -$532K – –
LC
147
LCNB Corp
Ohio
$507K +$253K +2,500 +100%
ITIM
148
Indiana Trust & Investment Management
Indiana
$471K +$471K +4,652 New
HIM
149
Hanlon Investment Management
New Jersey
$464K -$43.1K -425 -8%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$462K -$45.3K -447 -9%
4 5
6
7 8