iShares Intermediate Government/Credit Bond ETF
142 hedge funds and large institutions have $1.77B invested in iShares Intermediate Government/Credit Bond ETF in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
15% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 48
8% more capital invested
Capital invested by funds: $1.64B → $1.77B (+$126M)
7% more funds holding
Funds holding: 133 → 142 (+9)
2.97% more ownership
Funds ownership: 76.13% → 79.1% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$84.2M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$25.2M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$23.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$15.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$19.1M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$14.7M |
| 3 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
-$9.56M |
| 4 |
B
Bailard
Foster City,
California
|
-$6.65M |
| 5 |
CS
Comerica Securities
Detroit,
Michigan
|
-$4.63M |
GVI Hedge Fund Activity: Q4 2016 in Review
142 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q4 2016, worth a combined $1.77B — up 7.7% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new GVI positions and 9 closed out — a net gain of 10 holders — while 55 added to existing stakes and 48 trimmed.
The largest buyer was Fiduciary Trust, adding an estimated $84.2M. The largest seller was Royal Bank of Canada, cutting an estimated $19.1M.
- 142 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q4 2016, up from 133 in Q3 2016.
- Funds reported $1.77B of iShares Intermediate Government/Credit Bond ETF stock for Q4 2016, up 7.7% quarter-over-quarter.
- 19 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q4 2016 and 9 closed out, a net change of +10 holders.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q4 2016 was Fiduciary Trust, an estimated $84.2M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q4 2016 was Royal Bank of Canada, an estimated $19.1M sold.
Based on aggregated 13F filings for Q4 2016.