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iShares Intermediate Government/Credit Bond ETF

199 hedge funds and large institutions have $1.45B invested in iShares Intermediate Government/Credit Bond ETF in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0.59% more ownership

Funds ownership: 72.12%72.71% (+0.59%)

0% more funds holding

Funds holding: 199199 (0)

3% less capital invested

Capital invested by funds: $1.5B → $1.45B (-$48.2M)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
199
Holders Change
Holders Change %
0%
% of All Funds
4.36%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.39%
New
21
Increased
79
Reduced
59
Closed
19
Calls
$21.9M
Puts
Net Calls
+$21.9M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$143M +$4.55M +40,336 +3%
KeyBank National Association
2
KeyBank National Association
Ohio
$83.4M +$2.92M +25,900 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.1M +$7.65M +67,784 +11%
US Bancorp
4
US Bancorp
Minnesota
$73.6M -$954K -8,458 -1%
HCM
5
Hilton Capital Management
New York
$59M +$4.2M +37,246 +8%
Stifel Financial
6
Stifel Financial
Missouri
$54M +$1.72M +15,250 +3%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$44M -$6.73M -59,657 -13%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$39.6M +$1.78M +15,822 +5%
SFS
9
Strategic Financial Services
New York
$39.3M +$5.7M +50,552 +17%
GAB
10
German American Bancorp
Indiana
$36.8M +$3.86M +34,179 +12%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$28.1M -$811K -7,191 -3%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$27.8M +$2.24M +19,868 +9%
NYLIM
13
New York Life Investment Management
New York
$27.6M -$10.3M -91,718 -27%
GT
14
Greenleaf Trust
Michigan
$27.1M -$8.37M -74,235 -24%
TPWA
15
TRUE Private Wealth Advisors
Oregon
$26.5M +$82.6K +732 +0.3%
MM
16
Meridian Management
Arkansas
$26.3M +$13.1M +115,756 +100%
JFGIW
17
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24M -$17.7M -157,194 -43%
Bessemer Group
18
Bessemer Group
New Jersey
$23.7M -$2.25M -19,951 -9%
HR
19
Howe & Rusling
New York
$20.2M +$496K +4,395 +3%
Wells Fargo
20
Wells Fargo
California
$18.2M +$1.39M +12,315 +8%
MCM
21
Maxim Capital Management
California
$18.2M +$4.29K +38 +0%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$17M -$31.6M -280,086 -65%
M&T Bank
23
M&T Bank
New York
$16.9M +$1.51M +13,382 +10%
GFPC
24
Global Financial Private Capital
Florida
$16.8M +$8.11M +71,875 +94%
WA
25
Wealthstar Advisors
Texas
$16.6M +$1.29M +11,405 +8%