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iShares Intermediate Government/Credit Bond ETF

147 hedge funds and large institutions have $1.33B invested in iShares Intermediate Government/Credit Bond ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 60 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 53

3% less funds holding

Funds holding: 152147 (-5)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

22.94% less ownership

Funds ownership: 74.87%51.93% (-23%)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

26% less capital invested

Capital invested by funds: $1.81B → $1.33B (-$478M)

Holders
147
Holders Change
-5
Holders Change %
-3.29%
% of All Funds
3.66%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.2%
New
10
Increased
60
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FT
1
Fiduciary Trust
Massachusetts
$118M +$3.5M +31,590 +3%
Bank of America
2
Bank of America
North Carolina
$117M +$3.12M +28,151 +3%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$107M -$583M -5,258,386 -84%
KeyBank National Association
4
KeyBank National Association
Ohio
$104M -$474K -4,275 -0.5%
US Bancorp
5
US Bancorp
Minnesota
$86.6M +$7.19M +64,860 +9%
Goldman Sachs
6
Goldman Sachs
New York
$72.1M +$54.6M +492,637 +311%
HCM
7
Hilton Capital Management
New York
$50.8M
Stifel Financial
8
Stifel Financial
Missouri
$47.6M +$1.28M +11,572 +3%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$38.7M +$679K +6,132 +2%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$38.3M -$857K -7,737 -2%
SFS
11
Strategic Financial Services
New York
$33M +$4.4M +39,748 +15%
UBS Group
12
UBS Group
Switzerland
$32.5M +$3.87M +34,885 +13%
LPT
13
Legacy Private Trust
Wisconsin
$30.9M -$5.35M -48,285 -15%
BSB
14
Bangor Savings Bank
Maine
$30.6M +$2.81M +25,354 +10%
Comerica Bank
15
Comerica Bank
Texas
$29.5M +$748K +6,750 +3%
FMII
16
Farmers & Merchants Investments Inc
Nebraska
$25M +$2.77M +25,042 +12%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$19.8M +$312K +2,812 +2%
WT
18
Washington Trust
Rhode Island
$16.9M +$151K +1,359 +0.9%
State Street
19
State Street
Massachusetts
$16.2M +$426K +3,841 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$15.6M +$147K +1,325 +0.9%
Wells Fargo
21
Wells Fargo
California
$15.6M +$532K +4,798 +4%
UCFA
22
United Capital Financial Advisors
Texas
$15.5M +$314K +2,835 +2%
NIC
23
Northwest Investment Counselors
Oregon
$14.8M +$162K +1,459 +1%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$14.2M -$908K -8,192 -6%
NYLIM
25
New York Life Investment Management
New York
$12M -$1.16M -10,478 -9%