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.
1% more capital invested
Capital invested by funds: $836M → $846M (+$10.3M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
2% less funds holding
Funds holding: 96 → 94 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$19.1M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
+$14M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$12.3M |
| 4 |
WT
Washington Trust
Westerly,
Rhode Island
|
+$6.19M |
| 5 |
Goldman Sachs
New York
|
+$4.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$17.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.3M |
| 3 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
-$5.47M |
| 4 |
Morgan Stanley
New York
|
-$4.85M |
| 5 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$2.84M |
GVI Hedge Fund Activity: Q3 2013 in Review
94 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q3 2013, worth a combined $846M — up 1.2% from $836M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of GVI and 11 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 33 added.
The largest buyer was Legacy Private Trust, opening a new position worth an estimated $19.1M. The largest seller was Beaumont Financial Advisors, cutting an estimated $17.7M.
- 94 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q3 2013, down from 96 in Q2 2013.
- Funds reported $846M of iShares Intermediate Government/Credit Bond ETF stock for Q3 2013, up 1.2% quarter-over-quarter.
- 11 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q3 2013 and 12 closed out, a net change of -1 holder.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q3 2013 was Legacy Private Trust, an estimated $19.1M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q3 2013 was Beaumont Financial Advisors, an estimated $17.7M sold.
Based on aggregated 13F filings for Q3 2013.