iShares Intermediate Government/Credit Bond ETF
175 hedge funds and large institutions have $1.25B invested in iShares Intermediate Government/Credit Bond ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 15 closing their positions.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
4% more funds holding
Funds holding: 168 → 175 (+7)
1.78% more ownership
Funds ownership: 61.86% → 63.64% (+1.8%)
0% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 56
5% less capital invested
Capital invested by funds: $1.32B → $1.25B (-$62.7M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $238K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$42.9M |
| 2 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$22.9M |
| 3 |
Comerica Bank
Dallas,
Texas
|
+$22.3M |
| 4 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
+$13.3M |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$88.5M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$24.7M |
| 3 |
RWM
Raffa Wealth Management
Washington,
District of Columbia
|
-$22M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.9M |
| 5 |
Jane Street
New York
|
-$13.9M |
GVI Hedge Fund Activity: Q1 2018 in Review
175 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q1 2018, worth a combined $1.25B — down 4.8% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new GVI positions and 15 closed out — a net gain of 8 holders — while 56 added to existing stakes and 56 trimmed.
The largest buyer was US Bancorp, adding an estimated $42.9M. The largest seller was Fiduciary Trust, cutting an estimated $88.5M.
- 175 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q1 2018, up from 168 in Q4 2017.
- Funds reported $1.25B of iShares Intermediate Government/Credit Bond ETF stock for Q1 2018, down 4.8% quarter-over-quarter.
- 23 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q1 2018 and 15 closed out, a net change of +8 holders.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q1 2018 was US Bancorp, an estimated $42.9M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q1 2018 was Fiduciary Trust, an estimated $88.5M sold.
Based on aggregated 13F filings for Q1 2018.