iShares Intermediate Government/Credit Bond ETF
100 hedge funds and large institutions have $1.04B 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, 41 reducing their positions, and 12 closing their positions.
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
6% more capital invested
Capital invested by funds: $980M → $1.04B (+$55M)
4.6% more ownership
Funds ownership: 76.04% → 80.64% (+4.6%)
3% more funds holding
Funds holding: 97 → 100 (+3)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
34% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$23.5M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
+$14.1M |
| 3 |
CCMH
Cornerstone Capital Management Holdings
New York
|
+$11.4M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$5.96M |
| 5 |
Goldman Sachs
New York
|
+$5.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$7.33M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.15M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.96M |
| 4 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$3.61M |
| 5 |
HR
Howe & Rusling
Rochester,
New York
|
-$3.55M |
GVI Hedge Fund Activity: Q1 2014 in Review
100 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q1 2014, worth a combined $1.04B — up 5.6% from $980M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new GVI positions and 12 closed out — a net gain of 3 holders — while 27 added to existing stakes and 41 trimmed.
The largest buyer was TD Ameritrade Investment Management, adding an estimated $23.5M. The largest seller was Beaumont Financial Advisors, cutting an estimated $7.33M.
- 100 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q1 2014, up from 97 in Q4 2013.
- Funds reported $1.04B of iShares Intermediate Government/Credit Bond ETF stock for Q1 2014, up 5.6% quarter-over-quarter.
- 15 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q1 2014 and 12 closed out, a net change of +3 holders.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q1 2014 was TD Ameritrade Investment Management, an estimated $23.5M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q1 2014 was Beaumont Financial Advisors, an estimated $7.33M sold.
Based on aggregated 13F filings for Q1 2014.