iShares Intermediate Government/Credit Bond ETF
119 hedge funds and large institutions have $1.37B invested in iShares Intermediate Government/Credit Bond ETF in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 12 closing their positions.
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
3% more funds holding
Funds holding: 116 → 119 (+3)
5% more capital invested
Capital invested by funds: $1.3B → $1.37B (+$63.2M)
2% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 42
3.26% less ownership
Funds ownership: 82.6% → 79.33% (-3.3%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$31.7M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$14.6M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
+$13.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.7M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$26.2M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$13.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.87M |
| 4 |
HCMT
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
-$3.47M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.19M |
GVI Hedge Fund Activity: Q1 2015 in Review
119 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q1 2015, worth a combined $1.37B — up 4.8% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new GVI positions and 12 closed out — a net gain of 4 holders — while 41 added to existing stakes and 42 trimmed.
The largest buyer was TD Ameritrade Investment Management, adding an estimated $31.7M. The largest seller was Pacific Financial Group, cutting an estimated $26.2M.
- 119 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q1 2015, up from 116 in Q4 2014.
- Funds reported $1.37B of iShares Intermediate Government/Credit Bond ETF stock for Q1 2015, up 4.8% quarter-over-quarter.
- 16 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q1 2015 and 12 closed out, a net change of +4 holders.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q1 2015 was TD Ameritrade Investment Management, an estimated $31.7M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q1 2015 was Pacific Financial Group, an estimated $26.2M sold.
Based on aggregated 13F filings for Q1 2015.