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iShares Intermediate Government/Credit Bond ETF

120 hedge funds and large institutions have $1.45B invested in iShares Intermediate Government/Credit Bond ETF in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

3% more capital invested

Capital invested by funds: $1.41B → $1.45B (+$47.2M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 121120 (-1)

1.2% less ownership

Funds ownership: 77.32%76.12% (-1.2%)

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
3.35%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
12
Increased
46
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
1
TD Ameritrade Investment Management
Nebraska
$587M +$7.37M +66,656 +1%
KeyBank National Association
2
KeyBank National Association
Ohio
$143M -$1.84M -16,601 -1%
Bank of America
3
Bank of America
North Carolina
$118M +$29.4M +266,016 +33%
US Bancorp
4
US Bancorp
Minnesota
$74.3M +$4.61M +41,701 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$42M +$3.13M +28,251 +8%
AssetMark Inc
6
AssetMark Inc
California
$41.9M +$7.32M +66,166 +21%
LPT
7
Legacy Private Trust
Wisconsin
$37.4M +$2.12M +19,130 +6%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$28M +$600K +5,426 +2%
UCFA
9
United Capital Financial Advisors
Texas
$25.4M +$4.22M +38,170 +20%
BSB
10
Bangor Savings Bank
Maine
$24.4M +$300K +2,712 +1%
FI
11
FormulaFolio Investments
Michigan
$24.2M +$4.34M +39,187 +22%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$19.4M +$3.51M +31,698 +22%
Stifel Financial
13
Stifel Financial
Missouri
$17.2M +$2.37M +21,385 +16%
NYLIM
14
New York Life Investment Management
New York
$16.9M -$23.3M -210,774 -58%
Jane Street
15
Jane Street
New York
$16.1M +$1.92M +17,335 +14%
WT
16
Washington Trust
Rhode Island
$14.7M +$541K +4,892 +4%
RFC
17
Regions Financial Corp
Alabama
$13.8M -$437K -3,946 -3%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$12.9M -$744K -6,727 -5%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$12.2M +$3.98M +35,965 +49%
NIC
20
Northwest Investment Counselors
Oregon
$11.1M +$209K +1,887 +2%
PFG
21
Pacific Financial Group
Washington
$9.48M +$668K +6,037 +8%
HTC
22
Haverford Trust Company
Pennsylvania
$8.94M +$298K +2,691 +3%
BCM
23
Bluefin Capital Management
New York
$8.82M -$99.3K -898 -1%
Wells Fargo
24
Wells Fargo
California
$8.56M +$455K +4,114 +6%
BFA
25
Beaumont Financial Advisors
Massachusetts
$8.08M