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iShares Intermediate Government/Credit Bond ETF

211 hedge funds and large institutions have $1.72B invested in iShares Intermediate Government/Credit Bond ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

10% more capital invested

Capital invested by funds: $1.56B → $1.72B (+$163M)

4% more funds holding

Funds holding: 202211 (+9)

0.19% less ownership

Funds ownership: 76.55%76.36% (-0.19%)

30% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 89

Holders
211
Holders Change
+9
Holders Change %
+4.46%
% of All Funds
4.65%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
27
Increased
62
Reduced
89
Closed
15
Calls
$23.1M
Puts
Net Calls
+$23.1M
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
TL
176
TrueWealth LLC
Georgia
$130K +$129K +1,135 New
HPC
177
HM Payson & Co
Maine
$104K -$51.8K -455 -33%
RTC
178
Riverview Trust Company
Washington
$99K -$114 -1 -0.1%
PGAM
179
Princeton Global Asset Management
New Jersey
$92K
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$76K +$64.2K +564 +594%
PCG
181
Private Capital Group
Connecticut
$72K
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$68K
HS
183
Horan Securities
United States
$44K +$43.3K +380 New
Kayne Anderson Rudnick Investment Management
184
Kayne Anderson Rudnick Investment Management
California
$43K -$9.79K -86 -19%
Fidelity Investments
185
Fidelity Investments
Massachusetts
$41K -$3.08K -27 -7%
RFA
186
Reilly Financial Advisors
California
$39K
CFA
187
Carroll Financial Associates
North Carolina
$34K
FHA
188
Flagship Harbor Advisors
Massachusetts
$30K +$29.4K +258 New
BFC
189
Bedel Financial Consulting
Indiana
$28K
CFGS
190
Concourse Financial Group Securities
Alabama
$27K -$75.5K -663 -74%
NFG
191
Next Financial Group
Texas
$26K
DAM
192
Delta Asset Management
Tennessee
$24K
WTC
193
WhitTier Trust Company
Nevada
$23K
BC
194
Bartlett & Co
Ohio
$23K +$22.8K +200 New
BCWM
195
Bartlett & Co Wealth Management
Ohio
$22.9K
AIM
196
Arcadia Investment Management
Michigan
$21K
JCM
197
Jacobi Capital Management
Pennsylvania
$19K
SF
198
Synovus Financial
Georgia
$18K -$3.24M -28,411 -99%
Citigroup
199
Citigroup
New York
$14K
MWM
200
MBE Wealth Management
Wisconsin
$13K +$13.8K +121 New