We are live on ! Find out more
GVI icon

iShares Intermediate Government/Credit Bond ETF

140 hedge funds and large institutions have $1.74B invested in iShares Intermediate Government/Credit Bond ETF in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

15% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $1.61B → $1.74B (+$132M)

7% more funds holding

Funds holding: 131140 (+9)

3.25% more ownership

Funds ownership: 74.84%78.09% (+3.2%)

Holders
140
Holders Change
+9
Holders Change %
+6.87%
% of All Funds
3.5%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.33%
New
19
Increased
54
Reduced
47
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
$655M +$25.2M +226,794 +4%
Bank of America
2
Bank of America
North Carolina
$135M +$10.7M +96,292 +9%
KeyBank National Association
3
KeyBank National Association
Ohio
$103M -$2.73M -24,655 -3%
FT
4
Fiduciary Trust
Massachusetts
$83.6M +$84.2M +759,466 +38,454%
US Bancorp
5
US Bancorp
Minnesota
$75.3M +$2.15M +19,348 +3%
NYLIM
6
New York Life Investment Management
New York
$42.4M +$7.78M +70,150 +22%
Stifel Financial
7
Stifel Financial
Missouri
$39M +$3.38M +30,514 +9%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$36M +$1.97M +17,745 +6%
FWP
9
FAS Wealth Partners
Kansas
$34.3M -$24.3K -219 -0.1%
HCM
10
Hilton Capital Management
New York
$33.1M
LPT
11
Legacy Private Trust
Wisconsin
$31M -$2.89M -26,094 -8%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$30.9M +$23.4M +211,119 +300%
UBS Group
13
UBS Group
Switzerland
$28.6M +$639K +5,762 +2%
BSB
14
Bangor Savings Bank
Maine
$26.1M +$665K +5,998 +3%
SFS
15
Strategic Financial Services
New York
$24.9M +$3.89M +35,087 +18%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$21.4M +$5.72M +51,569 +36%
FMII
17
Farmers & Merchants Investments Inc
Nebraska
$21.2M +$4.21M +37,962 +24%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$17.4M -$2.85M -25,677 -14%
WT
19
Washington Trust
Rhode Island
$15.5M +$210K +1,890 +1%
State Street
20
State Street
Massachusetts
$15.1M +$15.2M +137,022 New
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$15M +$559K +5,044 +4%
UCFA
22
United Capital Financial Advisors
Texas
$14.7M -$424K -3,823 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$14.3M +$1.02M +9,155 +8%
NIC
24
Northwest Investment Counselors
Oregon
$14M +$490K +4,418 +4%
Wells Fargo
25
Wells Fargo
California
$12.8M +$344K +3,102 +3%