iShares Intermediate Government/Credit Bond ETF
133 hedge funds and large institutions have $1.64B invested in iShares Intermediate Government/Credit Bond ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 11 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 38
2% more capital invested
Capital invested by funds: $1.6B → $1.64B (+$36.4M)
2% less funds holding
Funds holding: 136 → 133 (-3)
2.64% less ownership
Funds ownership: 78.77% → 76.13% (-2.6%)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$47.5M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$28.9M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$7.26M |
| 4 |
FMII
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
+$6.35M |
| 5 |
B
Bailard
Foster City,
California
|
+$4.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$18.2M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
-$15M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.1M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$12.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.07M |
GVI Hedge Fund Activity: Q3 2016 in Review
133 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q3 2016, worth a combined $1.64B — up 2.3% from $1.6B a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of GVI and 9 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 58 added.
The largest buyer was TD Ameritrade Investment Management, adding an estimated $47.5M. The largest seller was New York Life Investment Management, cutting an estimated $18.2M.
- 133 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q3 2016, down from 136 in Q2 2016.
- Funds reported $1.64B of iShares Intermediate Government/Credit Bond ETF stock for Q3 2016, up 2.3% quarter-over-quarter.
- 9 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q3 2016 and 11 closed out, a net change of -2 holders.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q3 2016 was TD Ameritrade Investment Management, an estimated $47.5M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q3 2016 was New York Life Investment Management, an estimated $18.2M sold.
Based on aggregated 13F filings for Q3 2016.