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iShares Intermediate Government/Credit Bond ETF

167 hedge funds and large institutions have $1.29B invested in iShares Intermediate Government/Credit Bond ETF in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

13% more funds holding

Funds holding: 148167 (+19)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

1% less capital invested

Capital invested by funds: $1.3B → $1.29B (-$16.2M)

2.25% less ownership

Funds ownership: 62.76%60.51% (-2.2%)

29% less call options, than puts

Call options by funds: $439K | Put options by funds: $614K

Holders
167
Holders Change
+19
Holders Change %
+12.84%
% of All Funds
3.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
28
Increased
58
Reduced
54
Closed
9
Calls
$439K
Puts
$614K
Net Calls
-$175K
Net Calls Change
-$840K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$147M +$17.5M +158,903 +13%
KeyBank National Association
2
KeyBank National Association
Ohio
$103M -$30.9K -280 -0%
FT
3
Fiduciary Trust
Massachusetts
$94.8M -$16.8M -152,684 -15%
Goldman Sachs
4
Goldman Sachs
New York
$89.5M +$8.87M +80,373 +11%
Stifel Financial
5
Stifel Financial
Missouri
$56.6M +$1.93M +17,502 +4%
US Bancorp
6
US Bancorp
Minnesota
$54.5M -$33.1M -300,387 -38%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$46.5M -$2.85M -25,846 -6%
HCM
8
Hilton Capital Management
New York
$45.9M
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$38.3M +$852K +7,725 +2%
BSB
10
Bangor Savings Bank
Maine
$32.7M +$893K +8,094 +3%
UBS Group
11
UBS Group
Switzerland
$31.5M -$238K -2,158 -0.7%
NYLIM
12
New York Life Investment Management
New York
$30.1M +$2.6M +23,599 +9%
SFS
13
Strategic Financial Services
New York
$26.9M -$1.28M -11,632 -5%
FMII
14
Farmers & Merchants Investments Inc
Nebraska
$26M +$298K +2,702 +1%
Jane Street
15
Jane Street
New York
$25M +$25.2M +228,059 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$23.1M +$4.82M +43,737 +26%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$20.7M +$175K +1,590 +0.9%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$19.7M -$7.1M -64,346 -26%
State Street
19
State Street
Massachusetts
$17.5M +$437K +3,958 +3%
Bessemer Group
20
Bessemer Group
New Jersey
$17.1M +$3.87M +35,100 +29%
WT
21
Washington Trust
Rhode Island
$16.7M +$4.73M +42,902 +39%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$16.6M +$1.05M +9,541 +7%
Wells Fargo
23
Wells Fargo
California
$16.1M -$869K -7,879 -5%
NIC
24
Northwest Investment Counselors
Oregon
$15.3M +$367K +3,328 +2%
UCFA
25
United Capital Financial Advisors
Texas
$15.1M -$360K -3,266 -2%