iShares Intermediate Government/Credit Bond ETF
205 hedge funds and large institutions have $1.86B invested in iShares Intermediate Government/Credit Bond ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 67 reducing their positions, and 23 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 67
4% more capital invested
Capital invested by funds: $1.8B → $1.86B (+$64.5M)
0.64% more ownership
Funds ownership: 76.98% → 77.62% (+0.64%)
1% less funds holding
Funds holding: 207 → 205 (-2)
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$66.7M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$52M |
| 3 |
DIP
DT Investment Partners
Chadds Ford,
Pennsylvania
|
+$16.8M |
| 4 |
IIC
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
+$15.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$21.2M |
| 2 |
PJSIMP
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
-$14M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$13M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$7.35M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$6.01M |
GVI Hedge Fund Activity: Q1 2021 in Review
205 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q1 2021, worth a combined $1.86B — up 3.6% from $1.8B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of GVI and 21 opened new positions — a net loss of 2 holders — while 67 trimmed existing stakes and 81 added.
The largest buyer was AssetMark Inc, adding an estimated $66.7M. The largest seller was Baystate Wealth Management, cutting an estimated $21.2M.
- 205 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q1 2021, down from 207 in Q4 2020.
- Funds reported $1.86B of iShares Intermediate Government/Credit Bond ETF stock for Q1 2021, up 3.6% quarter-over-quarter.
- 21 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q1 2021 and 23 closed out, a net change of -2 holders.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q1 2021 was AssetMark Inc, an estimated $66.7M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q1 2021 was Baystate Wealth Management, an estimated $21.2M sold.
Based on aggregated 13F filings for Q1 2021.