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iShares Intermediate Government/Credit Bond ETF
GVI

Overview Fund Activity

262 hedge funds and large institutions have $2.71B invested in iShares Intermediate Government/Credit Bond ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-7
Holders Change %
-2.6%
% of All Funds
3.8%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
24
Increased
96
Reduced
98
Closed
28
Calls
–
Puts
$302K
Net Calls
-$302K
Net Calls Change
-$30K

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$70M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$36.5M
3
VSQM
V-Square Quantitative Management
Illinois
$29.8M
4
SFS
Strategic Financial Services
New York
$120M
5
FAT
First American Trust
California
$10.8M

Top Sellers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$226M
2
FCAM
First Citizens Asset Management
North Carolina
$564K
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$27.5M
4
Morgan Stanley
Morgan Stanley
New York
$48.6M
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
201
Stratos Wealth Partners
Ohio
$242K -$11.5K -111 -5%
SPC
202
Sigma Planning Corp
Michigan
$230K +$230K +2,213 New
CFFNO
203
Common Fund For Nonprofit Organizations
Connecticut
$230K – – –
BCA
204
Ballentine Capital Advisors
South Carolina
$227K -$24.8K -240 -10%
PCIA
205
Prime Capital Investment Advisors
Kansas
$227K -$85.4K -821 -27%
WSFS
206
Wilmington Savings Fund Society
Delaware
$225K +$225K +2,160 New
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$217K -$1.45K -14 -0.7%
USCWA
208
U.S. Capital Wealth Advisors
Texas
$213K – – –
EGA
209
Eagle Global Advisors
Texas
$207K – – –
Mariner
210
Mariner
Kansas
$207K +$207K +1,988 New
FB
211
Fulton Bank
Pennsylvania
$203K – – –
EWM
212
Empirical Wealth Management
Washington
$201K +$416 +4 +0.2%
CFGS
213
Concourse Financial Group Securities
Alabama
$185K -$6.97K -67 -4%
PFM
214
Phillips Financial Management
Indiana
$163K -$15K -144 -8%
CPA
215
Cardiff Park Advisors
California
$159K +$936 +9 +0.6%
Citigroup
216
Citigroup
New York
$145K +$6.86K +66 +5%
CB
217
CNB Bank
Pennsylvania
$141K +$66.5K +640 +89%
RIA
218
Realta Investment Advisors
Delaware
$138K +$138K +1,324 New
RIL
219
Rothschild Investment LLC
Illinois
$125K -$20.8K -200 -14%
GI
220
GAMMA Investing
California
$115K +$42.2K +406 +58%
LWCFA
221
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$112K +$112K +1,097 New
GCM
222
Gables Capital Management
Florida
$104K – – –
SAM
223
S.A. Mason
Michigan
$93.6K – – –
USB
224
Union Savings Bank
Connecticut
$89.9K – – –
TPCW
225
TD Private Client Wealth
New York
$86.7K +$49.2K +473 +131%
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