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iShares Intermediate Government/Credit Bond ETF

211 hedge funds and large institutions have $1.72B invested in iShares Intermediate Government/Credit Bond ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

10% more capital invested

Capital invested by funds: $1.56B → $1.72B (+$163M)

4% more funds holding

Funds holding: 202211 (+9)

0.19% less ownership

Funds ownership: 76.55%76.36% (-0.19%)

30% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 89

Holders
211
Holders Change
+9
Holders Change %
+4.46%
% of All Funds
4.65%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
27
Increased
62
Reduced
89
Closed
15
Calls
$23.1M
Puts
Net Calls
+$23.1M
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$140M +$24M +211,096 +21%
Bank of America
2
Bank of America
North Carolina
$133M -$20.2M -177,015 -13%
AssetMark Inc
3
AssetMark Inc
California
$99.3M +$94.2M +827,171 +2,143%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$94M -$4.31M -37,803 -4%
KeyBank National Association
5
KeyBank National Association
Ohio
$90.9M +$3.15M +27,651 +4%
US Bancorp
6
US Bancorp
Minnesota
$72.7M -$470K -4,123 -0.6%
HCM
7
Hilton Capital Management
New York
$63.4M +$1.04M +9,155 +2%
SFS
8
Strategic Financial Services
New York
$52.8M -$2.32M -20,336 -4%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$45.7M +$247K +2,167 +0.5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$40.9M -$1.52M -13,371 -4%
GAB
11
German American Bancorp
Indiana
$40.7M +$1.6M +14,014 +4%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$29M +$637K +5,593 +2%
Bessemer Group
13
Bessemer Group
New Jersey
$26.8M -$3.21M -28,176 -11%
TAIM
14
TD Ameritrade Investment Management
Nebraska
$24.9M -$3.04M -26,687 -11%
Citadel Advisors
15
Citadel Advisors
Florida
$24.9M +$23.6M +207,147 +2,078%
TPWA
16
TRUE Private Wealth Advisors
Oregon
$24.7M -$2.63M -23,071 -10%
MM
17
Meridian Management
Arkansas
$24.6M -$2.42M -21,220 -9%
RWP
18
Reliant Wealth Planning
Kentucky
$23.3M +$23.2M +203,446 New
HR
19
Howe & Rusling
New York
$20.4M -$1.41M -12,378 -7%
MCM
20
Maxim Capital Management
California
$18.5M -$3.05M -26,803 -14%
ZCA
21
Zeke Capital Advisors
Pennsylvania
$18M +$2.49M +21,856 +16%
M&T Bank
22
M&T Bank
New York
$17.7M +$17.6M +154,522 New
WA
23
Wealthstar Advisors
Texas
$17.6M -$842K -7,395 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$17M +$19.3M +169,360 New
FCBT
25
First Citizens Bank & Trust
North Carolina
$16.7M -$1.3M -11,382 -7%