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iShares Intermediate Government/Credit Bond ETF

114 hedge funds and large institutions have $1.28B invested in iShares Intermediate Government/Credit Bond ETF in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

14% more capital invested

Capital invested by funds: $1.13B → $1.28B (+$155M)

7% more funds holding

Funds holding: 107114 (+7)

2.21% more ownership

Funds ownership: 79.04%81.25% (+2.2%)

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
3.04%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.29%
New
23
Increased
37
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
1
TD Ameritrade Investment Management
Nebraska
$533M +$28.2M +254,149 +6%
KeyBank National Association
2
KeyBank National Association
Ohio
$132M +$23.3M +209,837 +21%
US Bancorp
3
US Bancorp
Minnesota
$68.9M +$3.69M +33,281 +6%
Bank of America
4
Bank of America
North Carolina
$68.4M +$16.7M +151,059 +32%
NYLIM
5
New York Life Investment Management
New York
$43.3M +$43.4M +391,690 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$39.7M +$7.81M +70,486 +24%
UCFA
7
United Capital Financial Advisors
Texas
$32.6M +$8.13M +73,358 +33%
PFG
8
Pacific Financial Group
Washington
$31.7M +$29.7M +267,654 +1,394%
LPT
9
Legacy Private Trust
Wisconsin
$30.8M +$643K +5,803 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$26.8M +$458K +4,135 +2%
BSB
11
Bangor Savings Bank
Maine
$18M +$1.5M +13,502 +9%
BFA
12
Beaumont Financial Advisors
Massachusetts
$16.2M -$366K -3,305 -2%
RFC
13
Regions Financial Corp
Alabama
$13.8M +$1.82M +16,384 +15%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$13.4M +$764K +6,892 +6%
WT
15
Washington Trust
Rhode Island
$13.3M -$173K -1,556 -1%
Wells Fargo
16
Wells Fargo
California
$11.8M -$73.5K -663 -0.6%
NIC
17
Northwest Investment Counselors
Oregon
$9.96M -$114K -1,030 -1%
FI
18
FormulaFolio Investments
Michigan
$8.77M +$8.79M +79,293 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$8.12M +$324K +2,923 +4%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$8.02M +$1.14M +10,285 +17%
Morgan Stanley
21
Morgan Stanley
New York
$7.87M -$117K -1,054 -1%
HTC
22
Haverford Trust Company
Pennsylvania
$7.8M +$326K +2,937 +4%
TCM
23
Towercrest Capital Management
Pennsylvania
$6.7M +$6.71M +60,569 New
ANBTV
24
American National Bank & Trust (Virginia)
Virginia
$6.63M -$3.94M -35,572 -37%
SSWM
25
Smith Salley Wealth Management
North Carolina
$6.63M -$3.94M -35,572 -37%