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iShares Intermediate Government/Credit Bond ETF

256 hedge funds and large institutions have $2.68B invested in iShares Intermediate Government/Credit Bond ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 101 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 90

1% less capital invested

Capital invested by funds: $2.71B → $2.68B (-$30.7M)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

1.58% less ownership

Funds ownership: 85.02%83.44% (-1.6%)

2% less funds holding

Funds holding: 262256 (-6)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $301K

Holders
256
Holders Change
-6
Holders Change %
-2.29%
% of All Funds
3.7%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
21
Increased
101
Reduced
90
Closed
22
Calls
Puts
$301K
Net Calls
-$301K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
201
Integrated Wealth Concepts
Massachusetts
$250K +$249K +2,413 New
USCWA
202
U.S. Capital Wealth Advisors
Texas
$250K +$37.5K +364 +18%
SWP
203
Stratos Wealth Partners
Ohio
$240K -$1.65K -16 -0.7%
FTUS
204
Flow Traders U.S.
New York
$239K +$238K +2,306 New
IBOK
205
Independence Bank of Kentucky
Kentucky
$236K +$234K +2,273 New
SPC
206
Sigma Planning Corp
Michigan
$227K -$2.89K -28 -1%
DIA
207
Dana Investment Advisors
Wisconsin
$216K -$31.3K -304 -13%
Mariner
208
Mariner
Kansas
$208K +$1.75K +17 +0.9%
SVWAG
209
Sound View Wealth Advisors Group
Georgia
$204K -$88.6K -859 -30%
FB
210
Fulton Bank
Pennsylvania
$202K
EWM
211
Empirical Wealth Management
Washington
$201K +$412 +4 +0.2%
GI
212
GAMMA Investing
California
$199K +$84K +815 +74%
CFGS
213
Concourse Financial Group Securities
Alabama
$185K
Citigroup
214
Citigroup
New York
$182K +$37.5K +364 +26%
PFM
215
Phillips Financial Management
Indiana
$162K +$103 +1 +0.1%
CPA
216
Cardiff Park Advisors
California
$160K +$1.24K +12 +0.8%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$159K -$57.7K -560 -27%
CB
218
CNB Bank
Pennsylvania
$141K
RIL
219
Rothschild Investment LLC
Illinois
$109K -$15.5K -150 -13%
RIA
220
Realta Investment Advisors
Delaware
$108K -$29.1K -282 -21%
GCM
221
Gables Capital Management
Florida
$104K
SAM
222
S.A. Mason
Michigan
$93.4K
TPCW
223
TD Private Client Wealth
New York
$84.3K -$2.17K -21 -3%
PGAM
224
Princeton Global Asset Management
New Jersey
$83K
Jones Financial Companies
225
Jones Financial Companies
Missouri
$83K +$82.5K +800 New