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iShares Intermediate Government/Credit Bond ETF

94 hedge funds and large institutions have $846M invested in iShares Intermediate Government/Credit Bond ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $836M → $846M (+$10.3M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 9694 (-2)

6.63% less ownership

Funds ownership: 73.37%66.74% (-6.6%)

21% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 42

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
3.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
11
Increased
33
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
1
TD Ameritrade Investment Management
Nebraska
$399M +$12.3M +112,256 +3%
KeyBank National Association
2
KeyBank National Association
Ohio
$77.8M +$14M +127,878 +22%
CC
3
Curian Capital
Colorado
$66M +$1.47M +13,459 +2%
Bank of America
4
Bank of America
North Carolina
$24.5M +$865K +7,900 +4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$20.2M +$547K +4,990 +3%
LPT
6
Legacy Private Trust
Wisconsin
$19.2M +$19.1M +174,602 New
US Bancorp
7
US Bancorp
Minnesota
$17.8M -$2.39M -21,820 -12%
Invesco
8
Invesco
Georgia
$16M
ANBTV
9
American National Bank & Trust (Virginia)
Virginia
$14.3M -$805K -7,349 -5%
NIC
10
Northwest Investment Counselors
Oregon
$11.6M +$245K +2,238 +2%
BSB
11
Bangor Savings Bank
Maine
$11.2M -$793K -7,244 -7%
Wells Fargo
12
Wells Fargo
California
$10.8M -$140K -1,277 -1%
Morgan Stanley
13
Morgan Stanley
New York
$10.1M -$4.85M -44,235 -32%
WT
14
Washington Trust
Rhode Island
$9.86M +$6.19M +56,522 +171%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.72M -$82.6K -754 -0.9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.02M -$12.3M -112,719 -61%
RFC
17
Regions Financial Corp
Alabama
$7.23M +$212K +1,934 +3%
HJA
18
Hugh Johnson Advisors
New York
$6.79M -$127K -1,157 -2%
BAC
19
Boys Arnold & Co
North Carolina
$6.53M -$457K -4,170 -7%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$6M -$1.16M -10,570 -16%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$5.78M -$702K -6,409 -11%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.4M +$352K +3,210 +7%
M&T Bank
23
M&T Bank
New York
$5.11M +$43.7K +399 +0.9%
Goldman Sachs
24
Goldman Sachs
New York
$4.81M +$4.79M +43,700 New
UCFA
25
United Capital Financial Advisors
Texas
$3.86M +$418K +3,816 +12%