iShares Intermediate Government/Credit Bond ETF
203 hedge funds and large institutions have $1.53B invested in iShares Intermediate Government/Credit Bond ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 19 closing their positions.
68% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 19
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
7% more funds holding
Funds holding: 190 → 203 (+13)
4% less capital invested
Capital invested by funds: $1.59B → $1.53B (-$56.5M)
6.46% less ownership
Funds ownership: 75.91% → 69.45% (-6.5%)
20% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$44.8M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
+$37.3M |
| 3 |
HR
Howe & Rusling
Rochester,
New York
|
+$12.6M |
| 4 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$9.86M |
| 5 |
JPG
Jordan Park Group
San Francisco,
California
|
+$9.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$135M |
| 2 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$48.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$21.2M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$13.1M |
| 5 |
BlackRock
New York
|
-$12.4M |
GVI Hedge Fund Activity: Q1 2019 in Review
203 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q1 2019, worth a combined $1.53B — down 3.6% from $1.59B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new GVI positions and 19 closed out — a net gain of 13 holders — while 60 added to existing stakes and 75 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $44.8M. The largest seller was Bessemer Group, cutting an estimated $135M.
- 203 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q1 2019, up from 190 in Q4 2018.
- Funds reported $1.53B of iShares Intermediate Government/Credit Bond ETF stock for Q1 2019, down 3.6% quarter-over-quarter.
- 32 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q1 2019 and 19 closed out, a net change of +13 holders.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q1 2019 was AssetMark Inc, an estimated $44.8M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q1 2019 was Bessemer Group, an estimated $135M sold.
Based on aggregated 13F filings for Q1 2019.