iShares Intermediate Government/Credit Bond ETF
109 hedge funds and large institutions have $1.15B invested in iShares Intermediate Government/Credit Bond ETF in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
39% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 31
5% more funds holding
Funds holding: 104 → 109 (+5)
3% more capital invested
Capital invested by funds: $1.11B → $1.15B (+$38M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
2.32% less ownership
Funds ownership: 82.86% → 80.54% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$23.3M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$7.72M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$5.54M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.5M |
| 5 |
BCM
Bluefin Capital Management
New York
|
+$4.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEAM
New England Asset Management
Farmington,
Connecticut
|
-$4.96M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
-$4.56M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.36M |
| 4 |
Goldman Sachs
New York
|
-$2.77M |
| 5 |
Jane Street
New York
|
-$2.61M |
GVI Hedge Fund Activity: Q3 2014 in Review
109 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q3 2014, worth a combined $1.15B — up 3.4% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new GVI positions and 9 closed out — a net gain of 5 holders — while 43 added to existing stakes and 31 trimmed.
The largest buyer was TD Ameritrade Investment Management, adding an estimated $23.3M. The largest seller was New England Asset Management, exiting entirely with an estimated $4.96M sold.
- 109 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q3 2014, up from 104 in Q2 2014.
- Funds reported $1.15B of iShares Intermediate Government/Credit Bond ETF stock for Q3 2014, up 3.4% quarter-over-quarter.
- 14 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q3 2014 and 9 closed out, a net change of +5 holders.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q3 2014 was TD Ameritrade Investment Management, an estimated $23.3M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q3 2014 was New England Asset Management, an estimated $4.96M sold.
Based on aggregated 13F filings for Q3 2014.