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iShares Intermediate Government/Credit Bond ETF

167 hedge funds and large institutions have $1.29B invested in iShares Intermediate Government/Credit Bond ETF in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

13% more funds holding

Funds holding: 148167 (+19)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

1% less capital invested

Capital invested by funds: $1.3B → $1.29B (-$16.2M)

2.25% less ownership

Funds ownership: 62.76%60.51% (-2.2%)

29% less call options, than puts

Call options by funds: $439K | Put options by funds: $614K

Holders
167
Holders Change
+19
Holders Change %
+12.84%
% of All Funds
3.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
28
Increased
58
Reduced
54
Closed
9
Calls
$439K
Puts
$614K
Net Calls
-$175K
Net Calls Change
-$840K
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
151
Delta Asset Management
Tennessee
$23K
WTC
152
WhitTier Trust Company
Nevada
$22K
RWA
153
Ropes Wealth Advisors
Massachusetts
$22K +$22.1K +200 New
CAL
154
Capital Advisors Ltd
Ohio
$19K
SWP
155
Stratos Wealth Partners
Ohio
$19K +$19.3K +175 New
SJIM
156
St. Johns Investment Management
Florida
$13K
AIP
157
Ameritas Investment Partners
Nebraska
$9K -$221 -2 -4%
RFM
158
Royal Fund Management
Florida
$9K
AF
159
Advisornet Financial
Minnesota
$7K +$6.73K +61 New
MOS
160
MGO One Seven
Ohio
$7K +$6.95K +63 New
FHA
161
First Horizon Advisors
Tennessee
$6K
ECM
162
Exchange Capital Management
Michigan
$5K
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.39K
Barclays
164
Barclays
United Kingdom
$4K
HWP
165
Hefty Wealth Partners
Indiana
$1K -$1.54K -14 -67%
TC
166
Telemus Capital
Michigan
$1K +$1.1K +10 New
PCG
167
Private Capital Group
Connecticut
$69 +$69.5K +630 New
SB
168
Simmons Bank
Arkansas
-$2.13M -19,187 Closed
AssetMark Inc
169
AssetMark Inc
California
-$1.88M -16,911 Closed
HFS
170
HL Financial Services
Kentucky
-$1.76M -15,853 Closed
VF
171
Virtu Financial
New York
-$1.59M -14,325 Closed
Lido Advisors
172
Lido Advisors
California
-$336K -3,044 Closed
EB
173
Eastern Bank
Massachusetts
-$269K -2,430 Closed
Invesco
174
Invesco
Georgia
-$215K -1,938 Closed
CA
175
Clearstead Advisors
Ohio
-$209K -1,881 Closed