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iShares Intermediate Government/Credit Bond ETF

174 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, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more funds holding

Funds holding: 167174 (+7)

2.85% more ownership

Funds ownership: 60.51%63.37% (+2.9%)

2% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 55

3% less capital invested

Capital invested by funds: $1.29B → $1.25B (-$40.3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $238K

Holders
174
Holders Change
+7
Holders Change %
+4.19%
% of All Funds
3.99%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
23
Increased
56
Reduced
55
Closed
15
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$63K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$141M -$3.96M -36,526 -3%
KeyBank National Association
2
KeyBank National Association
Ohio
$101M -$85.6K -789 -0.1%
US Bancorp
3
US Bancorp
Minnesota
$96.5M +$42.9M +395,120 +80%
Goldman Sachs
4
Goldman Sachs
New York
$93.7M +$5.34M +49,189 +6%
Stifel Financial
5
Stifel Financial
Missouri
$59.3M +$3.47M +32,016 +6%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$44.4M -$1.43M -13,147 -3%
HCM
7
Hilton Capital Management
New York
$43.6M
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$36.2M -$1.56M -14,339 -4%
UBS Group
9
UBS Group
Switzerland
$32.8M +$1.75M +16,140 +6%
BSB
10
Bangor Savings Bank
Maine
$29.7M -$2.6M -23,933 -8%
Comerica Bank
11
Comerica Bank
Texas
$29.6M +$22.3M +205,241 +293%
FMII
12
Farmers & Merchants Investments Inc
Nebraska
$28.7M +$3.07M +28,264 +12%
SFS
13
Strategic Financial Services
New York
$27.1M +$599K +5,519 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$23.6M +$799K +7,367 +3%
JFGIW
15
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.2M +$22.9M +211,030 +6,142%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$20.8M +$1.37M +12,638 +7%
Bessemer Group
17
Bessemer Group
New Jersey
$18.4M +$1.62M +14,946 +10%
State Street
18
State Street
Massachusetts
$18M +$714K +6,582 +4%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$16.3M -$86.9K -801 -0.5%
NIC
20
Northwest Investment Counselors
Oregon
$15.9M +$881K +8,123 +6%
UCFA
21
United Capital Financial Advisors
Texas
$15.5M +$560K +5,167 +4%
Wells Fargo
22
Wells Fargo
California
$13.5M -$2.32M -21,403 -15%
ZCA
23
Zeke Capital Advisors
Pennsylvania
$13.3M +$13.3M +123,040 New
WA
24
Wealthstar Advisors
Texas
$12.4M +$12.4M +114,387 New
TPWA
25
TRUE Private Wealth Advisors
Oregon
$11.8M +$11.9M +109,265 New