iShares Intermediate Government/Credit Bond ETF
136 hedge funds and large institutions have $1.6B invested in iShares Intermediate Government/Credit Bond ETF in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
59% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 37
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
5% more funds holding
Funds holding: 129 → 136 (+7)
1.92% more ownership
Funds ownership: 76.85% → 78.77% (+1.9%)
2% more capital invested
Capital invested by funds: $1.58B → $1.6B (+$27.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$32.2M |
| 2 |
SFS
Strategic Financial Services
Utica,
New York
|
+$20.3M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$13.9M |
| 4 |
B
Bailard
Foster City,
California
|
+$9.02M |
| 5 |
Goldman Sachs
New York
|
+$6.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$55.8M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$29.5M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$11.4M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.84M |
| 5 |
KeyBank National Association
Cleveland,
Ohio
|
-$4.59M |
GVI Hedge Fund Activity: Q2 2016 in Review
136 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q2 2016, worth a combined $1.6B — up 1.7% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new GVI positions and 8 closed out — a net gain of 9 holders — while 59 added to existing stakes and 37 trimmed.
The largest buyer was FAS Wealth Partners, opening a new position worth an estimated $32.2M. The largest seller was US Bancorp, cutting an estimated $55.8M.
- 136 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q2 2016, up from 129 in Q1 2016.
- Funds reported $1.6B of iShares Intermediate Government/Credit Bond ETF stock for Q2 2016, up 1.7% quarter-over-quarter.
- 17 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q2 2016 and 8 closed out, a net change of +9 holders.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q2 2016 was FAS Wealth Partners, an estimated $32.2M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q2 2016 was US Bancorp, an estimated $55.8M sold.
Based on aggregated 13F filings for Q2 2016.