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iShares Intermediate Government/Credit Bond ETF

131 hedge funds and large institutions have $1.61B invested in iShares Intermediate Government/Credit Bond ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 56 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 38

3% more capital invested

Capital invested by funds: $1.56B → $1.61B (+$51.5M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

2% less funds holding

Funds holding: 133131 (-2)

1.83% less ownership

Funds ownership: 76.67%74.84% (-1.8%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
3.5%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
9
Increased
56
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
1
TD Ameritrade Investment Management
Nebraska
$647M +$47.5M +420,281 +8%
Bank of America
2
Bank of America
North Carolina
$127M +$1.87M +16,541 +1%
KeyBank National Association
3
KeyBank National Association
Ohio
$109M -$880K -7,793 -0.8%
US Bancorp
4
US Bancorp
Minnesota
$75.2M +$28.9M +255,729 +62%
Stifel Financial
5
Stifel Financial
Missouri
$36.6M +$2.37M +20,953 +7%
NYLIM
6
New York Life Investment Management
New York
$35.6M -$18.2M -161,259 -34%
FWP
7
FAS Wealth Partners
Kansas
$35.2M +$2.8M +24,762 +9%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$35M +$3.57M +31,627 +11%
LPT
9
Legacy Private Trust
Wisconsin
$34.8M -$685K -6,066 -2%
UBS Group
10
UBS Group
Switzerland
$28.7M +$647K +5,732 +2%
BSB
11
Bangor Savings Bank
Maine
$26.1M +$755K +6,686 +3%
HCM
12
Hilton Capital Management
New York
$25.3M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24.9M +$62.2K +551 +0.3%
SFS
14
Strategic Financial Services
New York
$21.6M +$1.13M +9,990 +6%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$20.7M +$1.29M +11,454 +7%
FMII
16
Farmers & Merchants Investments Inc
Nebraska
$17.5M +$6.35M +56,212 +57%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$16.2M -$13.1M -115,764 -45%
WT
18
Washington Trust
Rhode Island
$15.7M +$203K +1,797 +1%
UCFA
19
United Capital Financial Advisors
Texas
$15.5M -$12.6M -111,733 -45%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$14.9M +$843K +7,465 +6%
FI
21
FormulaFolio Investments
Michigan
$14.7M -$3.9M -34,524 -21%
NIC
22
Northwest Investment Counselors
Oregon
$13.9M +$1.04M +9,236 +8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$13.7M +$2.25M +19,971 +20%
B
24
Bailard
California
$13.3M +$4.26M +37,754 +47%
Wells Fargo
25
Wells Fargo
California
$12.8M -$7.07M -62,646 -36%