iShares Intermediate Government/Credit Bond ETF
199 hedge funds and large institutions have $1.64B invested in iShares Intermediate Government/Credit Bond ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 28 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 69
1.5% less ownership
Funds ownership: 76.43% → 74.93% (-1.5%)
5% less capital invested
Capital invested by funds: $1.73B → $1.64B (-$89M)
6% less funds holding
Funds holding: 212 → 199 (-13)
15% less funds holding in top 10
Funds holding in top 10: 20 → 17 (-3)
36% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIP
DT Investment Partners
Chadds Ford,
Pennsylvania
|
+$26.5M |
| 2 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$26.1M |
| 3 |
SFS
Strategic Financial Services
Utica,
New York
|
+$16.6M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$15.8M |
| 5 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
+$8.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$93.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$24.9M |
| 3 |
RWP
Reliant Wealth Planning
Louisville,
Kentucky
|
-$23.3M |
| 4 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$14.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.1M |
GVI Hedge Fund Activity: Q2 2020 in Review
199 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q2 2020, worth a combined $1.64B — down 5.2% from $1.73B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of GVI and 18 opened new positions — a net loss of 10 holders — while 69 trimmed existing stakes and 73 added.
The largest buyer was DT Investment Partners, adding an estimated $26.5M. The largest seller was AssetMark Inc, cutting an estimated $93.9M.
- 199 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q2 2020, down from 212 in Q1 2020.
- Funds reported $1.64B of iShares Intermediate Government/Credit Bond ETF stock for Q2 2020, down 5.2% quarter-over-quarter.
- 18 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q2 2020 and 28 closed out, a net change of -10 holders.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q2 2020 was DT Investment Partners, an estimated $26.5M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q2 2020 was AssetMark Inc, an estimated $93.9M sold.
Based on aggregated 13F filings for Q2 2020.