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iShares Intermediate Government/Credit Bond ETF
GVI

96 hedge funds and large institutions have $959M invested in iShares Intermediate Government/Credit Bond ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $846M → $959M (+$113M)

7.68% more ownership

Funds ownership: 66.74% → 74.42% (+7.7%)

2% more funds holding

Funds holding: 94 → 96 (+2)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
13
Increased
36
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$48.8M
2
BFA
Beaumont Financial Advisors
Massachusetts
+$21.4M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$20M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14M
5
Bank of America
Bank of America
North Carolina
+$11.5M

Top Sellers

1
CC
Curian Capital
Colorado
-$8.63M
2
Goldman Sachs
Goldman Sachs
New York
-$4.81M
3
UCFA
United Capital Financial Advisors
Texas
-$3.16M
4
BCM
Bluefin Capital Management
New York
-$2.4M
5
Jane Street
Jane Street
New York
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
1
TD Ameritrade Investment Management
Nebraska
$416M +$20M +181,447 +5%
KeyBank National Association
2
KeyBank National Association
Ohio
$82.7M +$5.41M +49,152 +7%
US Bancorp
3
US Bancorp
Minnesota
$66.3M +$48.8M +443,694 +274%
CC
4
Curian Capital
Colorado
$57M -$8.63M -78,480 -13%
Bank of America
5
Bank of America
North Carolina
$35.8M +$11.5M +104,796 +47%
BFA
6
Beaumont Financial Advisors
Massachusetts
$24.7M +$21.4M +194,404 +620%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$21.9M +$14M +126,974 +174%
LPT
8
Legacy Private Trust
Wisconsin
$21.5M +$2.45M +22,246 +13%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$20.5M +$461K +4,186 +2%
Invesco
10
Invesco
Georgia
$15.1M – – –
Wells Fargo
11
Wells Fargo
California
$14.9M +$4.22M +38,351 +39%
ANBTV
12
American National Bank & Trust (Virginia)
Virginia
$14M -$255K -2,317 -2%
BSB
13
Bangor Savings Bank
Maine
$12M +$854K +7,766 +8%
WT
14
Washington Trust
Rhode Island
$10.7M +$918K +8,340 +9%
Morgan Stanley
15
Morgan Stanley
New York
$9.88M -$207K -1,881 -2%
NIC
16
Northwest Investment Counselors
Oregon
$9.66M -$1.85M -16,845 -16%
RFC
17
Regions Financial Corp
Alabama
$8.71M +$1.54M +13,975 +21%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.31M -$1.37M -12,429 -16%
BAC
19
Boys Arnold & Co
North Carolina
$7.26M +$777K +7,066 +12%
HJA
20
Hugh Johnson Advisors
New York
$6.15M -$595K -5,405 -9%
HTC
21
Haverford Trust Company
Pennsylvania
$6.03M +$6.06M +55,083 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.09M -$277K -2,517 -5%
M&T Bank
23
M&T Bank
New York
$4.94M -$140K -1,268 -3%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$4.48M -$1.49M -13,500 -25%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$4.15M -$1.6M -14,553 -28%
1
2 3 4 5

GVI Hedge Fund Activity: Q4 2013 in Review

96 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q4 2013, worth a combined $959M — up 13% from $846M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GVI positions and 8 closed out — a net gain of 5 holders — while 36 added to existing stakes and 31 trimmed.

The largest buyer was US Bancorp, adding an estimated $48.8M. The largest seller was Curian Capital, cutting an estimated $8.63M.

  • 96 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q4 2013, up from 94 in Q3 2013.
  • Funds reported $959M of iShares Intermediate Government/Credit Bond ETF stock for Q4 2013, up 13% quarter-over-quarter.
  • 13 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q4 2013 and 8 closed out, a net change of +5 holders.
  • The largest iShares Intermediate Government/Credit Bond ETF buyer in Q4 2013 was US Bancorp, an estimated $48.8M added.
  • The largest iShares Intermediate Government/Credit Bond ETF seller in Q4 2013 was Curian Capital, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2013.