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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 %
GEM
176
Global Endowment Management
North Carolina
$308K -$2.53K -25 -0.8%
AA
177
Ancora Advisors
Ohio
$292K +$49K +484 +20%
EWM
178
Empirical Wealth Management
Washington
$289K +$405 +4 +0.1%
SVWAG
179
Sound View Wealth Advisors Group
Georgia
$288K -$90.4K -892 -24%
CA
180
Continuum Advisory
Idaho
$286K -$40.8K -403 -12%
BFA
181
Beaumont Financial Advisors
Massachusetts
$281K -$173K -1,711 -38%
CCG
182
Chatham Capital Group
Georgia
$279K -$608K -6,000 -69%
PAG
183
Private Advisor Group
New Jersey
$272K +$272K +2,688 New
CIP
184
Capital Insight Partners
Arizona
$272K -$12.7K -125 -4%
CG
185
Colony Group
Massachusetts
$269K -$151K -1,489 -36%
BWM
186
Baystate Wealth Management
Massachusetts
$259K +$1.62K +16 +0.6%
DAS
187
Dynamic Advisor Solutions
Arizona
$243K – – –
PAS
188
Park Avenue Securities
New York
$237K +$237K +2,343 New
SPC
189
Sigma Planning Corp
Michigan
$234K +$234K +2,310 New
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$226K +$28.7K +283 +15%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$222K +$46.7K +460 +27%
MCM
192
Mendel Capital Management
Arkansas
$218K – – –
FMB
193
Field & Main Bank
Kentucky
$218K +$218K +2,151 New
USCWA
194
U.S. Capital Wealth Advisors
Texas
$214K +$7.19K +71 +3%
PJSIMP
195
P.J. Schmidt Investment Management (PJS)
Wisconsin
$212K – – –
OMC
196
Old Mission Capital
Illinois
$210K -$431K -4,253 -67%
EGA
197
Eagle Global Advisors
Texas
$202K – – –
CFGS
198
Concourse Financial Group Securities
Alabama
$187K +$19.8K +195 +12%
PFM
199
Phillips Financial Management
Indiana
$173K +$101 +1 +0.1%
William Blair & Company
200
William Blair & Company
Illinois
$170K +$9.42K +93 +6%
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