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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 %
JIR
151
James Investment Research
Ohio
$453K – – –
SI
152
Stephens Inc
Arkansas
$450K -$2.03K -20 -0.4%
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$440K – – –
WI
154
WBI Investments
New Jersey
$427K -$31.1K -307 -7%
GC
155
Guidance Capital
Kentucky
$417K +$5.82K +58 +1%
SMH
156
Sanders Morris Harris
Texas
$405K – – –
Citadel Advisors
157
Citadel Advisors
Florida
$402K -$6.05M -59,747 -94%
Corient Private Wealth
158
Corient Private Wealth
Florida
$388K – – –
SG
159
StoneX Group
New York
$379K +$125K +1,231 +49%
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$370K +$146K +1,443 +65%
DADC
161
D.A. Davidson & Co
Montana
$367K -$107K -1,058 -23%
Creative Planning
162
Creative Planning
Kansas
$360K -$297K -2,933 -45%
PWW
163
Pettyjohn Wood & White
Virginia
$354K +$90.3K +891 +34%
SWP
164
Stratos Wealth Partners
Ohio
$352K -$137K -1,356 -28%
MAM
165
Madison Asset Management
Wisconsin
$341K – – –
ZIC
166
ZWJ Investment Counsel
Georgia
$339K +$507 +5 +0.1%
RL
167
Rogco LP
Oklahoma
$339K +$339K +3,345 New
FA
168
FC Advisory
Pennsylvania
$338K -$35.6K -351 -10%
TC
169
Telemus Capital
Michigan
$337K -$98.7K -974 -23%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$327K -$45.6K -449 -12%
CFFNO
171
Common Fund For Nonprofit Organizations
Connecticut
$325K +$62.8K +620 +24%
WTC
172
WhitTier Trust Company
Nevada
$319K – – –
Koshinski Asset Management
173
Koshinski Asset Management
Illinois
$318K +$24K +237 +8%
CAG
174
Crestwood Advisors Group
Massachusetts
$318K +$318K +3,137 New
B
175
Bailard
California
$312K +$11.7K +115 +4%
5 6
7
8 9