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iShares Intermediate Government/Credit Bond ETF

216 hedge funds and large institutions have $2.2B invested in iShares Intermediate Government/Credit Bond ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0% more capital invested

Capital invested by funds: $2.2B → $2.2B (+$6.49M)

0.03% less ownership

Funds ownership: 85.32%85.29% (-0.03%)

6% less funds holding

Funds holding: 231216 (-15)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

38% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 32

Holders
216
Holders Change
-15
Holders Change %
-6.49%
% of All Funds
3.44%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
20
Increased
83
Reduced
82
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
BMS Financial Advisors
South Dakota
$414K +$176K +1,701 +75%
FA
152
FC Advisory
Pennsylvania
$394K +$31.6K +305 +9%
EWM
153
Endurance Wealth Management
Rhode Island
$394K -$23.3K -225 -6%
SVWAG
154
Sound View Wealth Advisors Group
Georgia
$390K +$94.1K +909 +32%
Citadel Advisors
155
Citadel Advisors
Florida
$364K -$10.2M -98,642 -97%
Creative Planning
156
Creative Planning
Kansas
$358K +$140K +1,351 +65%
USCWA
157
U.S. Capital Wealth Advisors
Texas
$356K -$705K -6,813 -67%
ZIC
158
ZWJ Investment Counsel
Georgia
$348K +$14.8K +143 +4%
CGFA
159
Colton Groome Financial Advisors
North Carolina
$338K +$34.7K +335 +12%
Charles Schwab
160
Charles Schwab
California
$334K -$6.23M -60,165 -95%
TAM
161
Tucker Asset Management
Colorado
$331K +$328K +3,164 New
GEM
162
Global Endowment Management
North Carolina
$321K +$85.2K +823 +37%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$309K +$2.9K +28 +1%
CIP
164
Capital Insight Partners
Arizona
$303K -$93.9K -907 -24%
EWM
165
Empirical Wealth Management
Washington
$297K -$44.7K -432 -13%
MAM
166
Madison Asset Management
Wisconsin
$294K
1IA
167
1834 Investment Advisors
Wisconsin
$291K
B
168
Bailard
California
$273K -$577K -5,570 -68%
SG
169
StoneX Group
New York
$269K +$1.24K +12 +0.5%
CFFNO
170
Common Fund For Nonprofit Organizations
Connecticut
$267K -$13K -126 -5%
BWM
171
Baystate Wealth Management
Massachusetts
$265K -$34.3K -331 -12%
MCM
172
Mendel Capital Management
Arkansas
$265K +$262K +2,532 New
AA
173
Ancora Advisors
Ohio
$244K +$64.8K +626 +37%
CA
174
Clearstead Advisors
Ohio
$239K +$1.03K +10 +0.4%
TF
175
TIAA FSB
Florida
$236K +$234K +2,263 New