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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
PJSIMP
176
P.J. Schmidt Investment Management (PJS)
Wisconsin
$222K
AAS
177
Avantax Advisory Services
Texas
$217K -$1.94M -18,721 -90%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$211K -$123K -1,191 -37%
EGA
179
Eagle Global Advisors
Texas
$208K
SS
180
Sunbelt Securities
Texas
$193K +$192K +1,853 New
PFM
181
Phillips Financial Management
Indiana
$178K +$104 +1 +0.1%
JWA
182
JFS Wealth Advisors
Pennsylvania
$166K
Citigroup
183
Citigroup
New York
$158K +$119K +1,151 +319%
William Blair & Company
184
William Blair & Company
Illinois
$157K -$2.07K -20 -1%
GRP
185
Global Retirement Partners
California
$151K +$149K +1,437 New
SAM
186
S.A. Mason
Michigan
$134K
SPIA
187
Steward Partners Investment Advisory
New York
$121K +$120K +1,155 New
GCM
188
Gables Capital Management
Florida
$104K
GFPC
189
Global Financial Private Client
Florida
$90.9K -$14.9K -144 -14%
PGAM
190
Princeton Global Asset Management
New Jersey
$83.6K
JFA
191
JNBA Financial Advisors
Minnesota
$82.8K +$82K +792 New
GFL
192
Granite FO LLC
New Hampshire
$70.8K
VCM
193
Vigilant Capital Management
Maine
$69K +$68.3K +660 New
TPCW
194
TD Private Client Wealth
New York
$64.2K -$2.9K -28 -4%
HIA
195
Harbor Investment Advisory
Maryland
$62.7K
AWM
196
Accel Wealth Management
Iowa
$58K +$104 +1 +0.2%
TWC
197
TD Waterhouse Canada
Ontario, Canada
$35.1K
HCA
198
Heck Capital Advisors
Wisconsin
$34.5K +$725 +7 +2%
AAS
199
Ameritas Advisory Services
Nebraska
$26K +$25.8K +249 New
NF
200
Norwood Financial
Pennsylvania
$25.6K