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iShares Intermediate Government/Credit Bond ETF

133 hedge funds and large institutions have $1.56B invested in iShares Intermediate Government/Credit Bond ETF in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

51% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 37

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

5% more funds holding

Funds holding: 127133 (+6)

0.96% more ownership

Funds ownership: 75.71%76.67% (+0.96%)

1% more capital invested

Capital invested by funds: $1.55B → $1.56B (+$8.62M)

Holders
133
Holders Change
+6
Holders Change %
+4.72%
% of All Funds
3.55%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
17
Increased
56
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
1
TD Ameritrade Investment Management
Nebraska
$602M -$29.5M -262,897 -5%
Bank of America
2
Bank of America
North Carolina
$126M +$690K +6,157 +0.6%
KeyBank National Association
3
KeyBank National Association
Ohio
$110M -$4.59M -40,983 -4%
NYLIM
4
New York Life Investment Management
New York
$54M -$2.82M -25,169 -5%
US Bancorp
5
US Bancorp
Minnesota
$46.5M -$55.8M -497,534 -55%
LPT
6
Legacy Private Trust
Wisconsin
$35.6M -$2.14M -19,060 -6%
Stifel Financial
7
Stifel Financial
Missouri
$34.4M +$13.9M +123,580 +69%
FWP
8
FAS Wealth Partners
Kansas
$32.6M +$32.2M +287,390 New
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$31.6M +$1.55M +13,852 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$29.4M +$1.4M +12,506 +5%
UBS Group
11
UBS Group
Switzerland
$28.2M +$1.45M +12,898 +5%
UCFA
12
United Capital Financial Advisors
Texas
$28.2M +$1.21M +10,787 +5%
BSB
13
Bangor Savings Bank
Maine
$25.5M +$86.2K +769 +0.3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$25M -$4.84M -43,167 -16%
SFS
15
Strategic Financial Services
New York
$20.5M +$20.3M +181,252 New
Wells Fargo
16
Wells Fargo
California
$20M +$6.6M +58,869 +50%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$19.5M +$2.37M +21,123 +14%
HCM
18
Hilton Capital Management
New York
$18.9M
FI
19
FormulaFolio Investments
Michigan
$18.7M -$11.4M -101,631 -38%
WT
20
Washington Trust
Rhode Island
$15.6M +$188K +1,675 +1%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$14.1M -$343K -3,061 -2%
NIC
22
Northwest Investment Counselors
Oregon
$12.9M +$744K +6,637 +6%
RFC
23
Regions Financial Corp
Alabama
$11.9M -$1.16M -10,367 -9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$11.5M +$2.24M +20,012 +25%
FMII
25
Farmers & Merchants Investments Inc
Nebraska
$11.2M +$4.89M +43,664 +79%