We are live on ! Find out more
GVI icon

iShares Intermediate Government/Credit Bond ETF

107 hedge funds and large institutions have $1.13B invested in iShares Intermediate Government/Credit Bond ETF in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

4% more funds holding

Funds holding: 103107 (+4)

3% more capital invested

Capital invested by funds: $1.09B → $1.13B (+$37.2M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.28% less ownership

Funds ownership: 81.32%79.04% (-2.3%)

Holders
107
Holders Change
+4
Holders Change %
+3.88%
% of All Funds
3.11%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
14
Increased
42
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
1
TD Ameritrade Investment Management
Nebraska
$503M +$23.3M +210,908 +5%
KeyBank National Association
2
KeyBank National Association
Ohio
$109M -$4.56M -41,275 -4%
US Bancorp
3
US Bancorp
Minnesota
$64.9M +$2.61M +23,566 +4%
Bank of America
4
Bank of America
North Carolina
$51.5M +$5.5M +49,770 +12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.8M +$3.45M +31,156 +12%
LPT
6
Legacy Private Trust
Wisconsin
$30M +$7.72M +69,817 +34%
CCMH
7
Cornerstone Capital Management Holdings
New York
$27.8M -$674K -6,099 -2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$26.2M +$685K +6,196 +3%
UCFA
9
United Capital Financial Advisors
Texas
$24.4M +$5.54M +50,140 +29%
BFA
10
Beaumont Financial Advisors
Massachusetts
$16.5M +$1.13M +10,216 +7%
BSB
11
Bangor Savings Bank
Maine
$16.5M +$1.27M +11,449 +8%
WT
12
Washington Trust
Rhode Island
$13.4M -$711K -6,433 -5%
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$12.6M -$3.65K -33 -0%
RFC
14
Regions Financial Corp
Alabama
$12M +$1.05M +9,472 +10%
Wells Fargo
15
Wells Fargo
California
$11.8M -$814K -7,357 -6%
ANBTV
16
American National Bank & Trust (Virginia)
Virginia
$10.5M -$721K -6,524 -6%
SSWM
17
Smith Salley Wealth Management
North Carolina
$10.5M -$721K -6,524 -6%
NIC
18
Northwest Investment Counselors
Oregon
$10M +$171K +1,544 +2%
Morgan Stanley
19
Morgan Stanley
New York
$7.96M +$59.6K +539 +0.8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.77M +$234K +2,118 +3%
HTC
21
Haverford Trust Company
Pennsylvania
$7.45M +$511K +4,625 +7%
BAC
22
Boys Arnold & Co
North Carolina
$7.37M +$398K +3,600 +6%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$6.87M +$3.73M +33,721 +118%
HJA
24
Hugh Johnson Advisors
New York
$5.99M +$125K +1,130 +2%
M&T Bank
25
M&T Bank
New York
$5.66M +$100K +905 +2%