iShares Intermediate Government/Credit Bond ETF
97 hedge funds and large institutions have $980M invested in iShares Intermediate Government/Credit Bond ETF in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
16% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 31
16% more capital invested
Capital invested by funds: $846M → $980M (+$134M)
9.3% more ownership
Funds ownership: 66.74% → 76.04% (+9.3%)
3% more funds holding
Funds holding: 94 → 97 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$48.8M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$21.4M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$20M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Curian Capital
Denver,
Colorado
|
-$8.63M |
| 2 |
Goldman Sachs
New York
|
-$4.81M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.16M |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$2.4M |
| 5 |
Jane Street
New York
|
-$2.4M |
GVI Hedge Fund Activity: Q4 2013 in Review
97 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q4 2013, worth a combined $980M — up 16% from $846M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new GVI positions and 8 closed out — a net gain of 6 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.
- 97 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q4 2013, up from 94 in Q3 2013.
- Funds reported $980M of iShares Intermediate Government/Credit Bond ETF stock for Q4 2013, up 16% quarter-over-quarter.
- 14 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q4 2013 and 8 closed out, a net change of +6 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.