iShares Intermediate Government/Credit Bond ETF
116 hedge funds and large institutions have $1.3B invested in iShares Intermediate Government/Credit Bond ETF in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
13% more capital invested
Capital invested by funds: $1.15B → $1.3B (+$152M)
6% more funds holding
Funds holding: 109 → 116 (+7)
2.06% more ownership
Funds ownership: 80.54% → 82.6% (+2.1%)
3% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$43.4M |
| 2 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$29.7M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$28.2M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
+$23.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMH
Cornerstone Capital Management Holdings
New York
|
-$27.8M |
| 2 |
BCM
Bluefin Capital Management
New York
|
-$4.24M |
| 3 |
ANBTV
American National Bank & Trust (Virginia)
Danville,
Virginia
|
-$3.94M |
| 4 |
SSWM
Smith Salley Wealth Management
Greensboro,
North Carolina
|
-$3.94M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.62M |
GVI Hedge Fund Activity: Q4 2014 in Review
116 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q4 2014, worth a combined $1.3B — up 13% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new GVI positions and 13 closed out — a net gain of 10 holders — while 38 added to existing stakes and 37 trimmed.
The largest buyer was New York Life Investment Management, opening a new position worth an estimated $43.4M. The largest seller was Cornerstone Capital Management Holdings, exiting entirely with an estimated $27.8M sold.
- 116 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q4 2014, up from 109 in Q3 2014.
- Funds reported $1.3B of iShares Intermediate Government/Credit Bond ETF stock for Q4 2014, up 13% quarter-over-quarter.
- 23 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q4 2014 and 13 closed out, a net change of +10 holders.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q4 2014 was New York Life Investment Management, an estimated $43.4M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q4 2014 was Cornerstone Capital Management Holdings, an estimated $27.8M sold.
Based on aggregated 13F filings for Q4 2014.