We are live on ! Find out more
GVI icon

iShares Intermediate Government/Credit Bond ETF

99 hedge funds and large institutions have $1.02B invested in iShares Intermediate Government/Credit Bond ETF in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

6% more capital invested

Capital invested by funds: $959M → $1.02B (+$57.7M)

4.79% more ownership

Funds ownership: 74.42%79.21% (+4.8%)

3% more funds holding

Funds holding: 9699 (+3)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

33% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 40

Holders
99
Holders Change
+3
Holders Change %
+3.13%
% of All Funds
2.86%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
15
Increased
27
Reduced
40
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
$442M +$23.5M +213,880 +6%
KeyBank National Association
2
KeyBank National Association
Ohio
$97.2M +$14.1M +127,612 +17%
US Bancorp
3
US Bancorp
Minnesota
$64.1M -$2.58M -23,468 -4%
CC
4
Curian Capital
Colorado
$61M +$3.64M +33,095 +6%
Bank of America
5
Bank of America
North Carolina
$31.8M -$4.15M -37,700 -12%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$22.9M +$2.29M +20,843 +11%
LPT
7
Legacy Private Trust
Wisconsin
$19.2M -$2.46M -22,314 -11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18M -$3.96M -35,921 -18%
BFA
9
Beaumont Financial Advisors
Massachusetts
$17.5M -$7.33M -66,610 -30%
BSB
10
Bangor Savings Bank
Maine
$14.5M +$2.42M +22,011 +20%
WT
11
Washington Trust
Rhode Island
$13.9M +$3.18M +28,904 +30%
ANBTV
12
American National Bank & Trust (Virginia)
Virginia
$13.1M -$940K -8,537 -7%
Wells Fargo
13
Wells Fargo
California
$13.1M -$1.97M -17,902 -13%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$12.6M +$12.7M +115,042 New
CCMH
15
Cornerstone Capital Management Holdings
New York
$11.4M +$11.4M +103,677 New
RFC
16
Regions Financial Corp
Alabama
$10.3M +$1.58M +14,316 +18%
NIC
17
Northwest Investment Counselors
Oregon
$9.86M +$154K +1,397 +2%
Morgan Stanley
18
Morgan Stanley
New York
$8.52M -$1.42M -12,862 -14%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.45M +$2.34M +21,215 +46%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.33M -$11K -100 -0.1%
BAC
21
Boys Arnold & Co
North Carolina
$7.17M -$127K -1,155 -2%
UCFA
22
United Capital Financial Advisors
Texas
$6.66M +$5.96M +54,149 +849%
HTC
23
Haverford Trust Company
Pennsylvania
$6.43M +$367K +3,336 +6%
HJA
24
Hugh Johnson Advisors
New York
$6.1M -$86.4K -785 -1%
M&T Bank
25
M&T Bank
New York
$5.56M +$600K +5,451 +12%