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iShares Intermediate Government/Credit Bond ETF

199 hedge funds and large institutions have $1.5B invested in iShares Intermediate Government/Credit Bond ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 78 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

24% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 63

2.75% more ownership

Funds ownership: 69.37%72.12% (+2.8%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

2% less capital invested

Capital invested by funds: $1.53B → $1.5B (-$32.6M)

1% less funds holding

Funds holding: 202199 (-3)

Holders
199
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
4.32%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.43%
New
18
Increased
78
Reduced
63
Closed
17
Calls
$23.1M
Puts
Net Calls
+$23.1M
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
151
Deutsche Bank
Germany
$258K
Prudential Financial
152
Prudential Financial
New Jersey
$233K +$230K +2,075 New
JP Morgan Chase
153
JP Morgan Chase
New York
$228K -$221 -2 -0.1%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$222K
CFGS
155
Concourse Financial Group Securities
Alabama
$221K +$2.21K +20 +1%
TNBTD
156
Trustmark National Bank Trust Department
Mississippi
$220K
Mariner
157
Mariner
Kansas
$219K +$216K +1,949 New
JIP
158
Jaffetilchin Investment Partners
Florida
$219K +$216K +1,950 New
AI
159
Atria Investments
North Carolina
$218K +$2.66K +24 +1%
PSUF
160
People's United Financial
Connecticut
$205K -$45.4K -410 -18%
CA
161
Clearstead Advisors
Ohio
$201K +$198K +1,793 New
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$156K +$7.53K +68 +5%
CB
163
CNB Bank
Pennsylvania
$153K
EWM
164
Endurance Wealth Management
Rhode Island
$115K
IFAM
165
Institutional & Family Asset Management
Colorado
$112K -$12.4K -112 -10%
BHWM
166
Bay Harbor Wealth Management
Maryland
$104K -$5.98K -54 -6%
RTC
167
Riverview Trust Company
Washington
$98K
PGAM
168
Princeton Global Asset Management
New Jersey
$90K
PA
169
Parallel Advisors
California
$78K -$1.11K -10 -1%
PCG
170
Private Capital Group
Connecticut
$68K
BRC
171
Bell Rock Capital
Delaware
$65K
ESB
172
Essex Savings Bank
Connecticut
$58K
BCWM
173
Bartlett & Co Wealth Management
Ohio
$56.1K
BC
174
Bartlett & Co
Ohio
$56K
Kayne Anderson Rudnick Investment Management
175
Kayne Anderson Rudnick Investment Management
California
$51K +$50.1K +453 New