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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
SIS
201
Sound Income Strategies
Florida
$24K
LWP
202
Lumature Wealth Partners
Georgia
$21.6K
CFO
203
CVA Family Office
Colorado
$21.4K
AF
204
Allworth Financial
California
$18.5K
PA
205
Parallel Advisors
California
$18.3K +$18.1K +175 New
DAM
206
Delta Asset Management
Tennessee
$14.6K -$4.66K -45 -24%
CAL
207
Capital Advisors Ltd
Ohio
$12K
BBHC
208
Brown Brothers Harriman & Co
New York
$11.9K
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.5K +$11.4K +110 New
AF
210
Advisornet Financial
Minnesota
$10.6K
BAM
211
Belpointe Asset Management
Nevada
$10.4K
HWA
212
Heritage Wealth Advisors
Virginia
$9.02K -$2.07K -20 -19%
SC
213
SouthState Corp
Florida
$7.94K -$252K -2,436 -97%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$5.12K +$4.45K +43 +717%
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$3.97K +$291K +2,815 +8%
BCA
216
Bray Capital Advisors
Florida
$3.66K
GI
217
Gradient Investments
Minnesota
$1.57K +$1.55K +15 New
Fidelity Investments
218
Fidelity Investments
Massachusetts
$104 +$104 +1 New
RCM
219
Rain Capital Management
Oregon
$37
NWA
220
New World Advisors
Massachusetts
-$12.9M -126,084 Closed
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
-$4.01M -39,136 Closed
WSFS
222
Wilmington Savings Fund Society
Delaware
-$2.84M -27,720 Closed
LCM
223
Logan Capital Management
Pennsylvania
-$2M -19,470 Closed
BCM
224
BTC Capital Management
Iowa
-$1.87M -18,234 Closed
ANBT
225
American National Bank & Trust
Texas
-$1.6M -15,607 Closed