iShares Intermediate Government/Credit Bond ETF
148 hedge funds and large institutions have $1.36B invested in iShares Intermediate Government/Credit Bond ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 61 increasing their positions, 53 reducing their positions, and 13 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 53
3% less funds holding
Funds holding: 153 → 148 (-5)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
22.89% less ownership
Funds ownership: 75.91% → 53.03% (-23%)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
26% less capital invested
Capital invested by funds: $1.83B → $1.36B (-$475M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$54.6M |
| 2 |
BCM
Bluefin Capital Management
New York
|
+$8.41M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$7.19M |
| 4 |
SFS
Strategic Financial Services
Utica,
New York
|
+$4.4M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$583M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$5.35M |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
-$4.03M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.52M |
| 5 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$2.24M |
GVI Hedge Fund Activity: Q2 2017 in Review
148 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q2 2017, worth a combined $1.36B — down 26% from $1.83B a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of GVI and 10 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 61 added.
The largest buyer was Goldman Sachs, adding an estimated $54.6M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $583M.
- 148 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q2 2017, down from 153 in Q1 2017.
- Funds reported $1.36B of iShares Intermediate Government/Credit Bond ETF stock for Q2 2017, down 26% quarter-over-quarter.
- 10 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q2 2017 and 13 closed out, a net change of -3 holders.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q2 2017 was Goldman Sachs, an estimated $54.6M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q2 2017 was TD Ameritrade Investment Management, an estimated $583M sold.
Based on aggregated 13F filings for Q2 2017.