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iShares Intermediate Government/Credit Bond ETF
GVI

218 hedge funds and large institutions have $1.89B invested in iShares Intermediate Government/Credit Bond ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 74 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

2.83% less ownership

Funds ownership: 85.47% → 82.64% (-2.8%)

6% less funds holding

Funds holding: 231 → 218 (-13)

10% less capital invested

Capital invested by funds: $2.09B → $1.89B (-$199M)

20% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 93

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
218
Holders Change
-13
Holders Change %
-5.63%
% of All Funds
3.76%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
11
Increased
74
Reduced
93
Closed
23
Calls
$814K
Puts
–
Net Calls
+$814K
Net Calls Change
+$814K

Top Buyers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$35.1M
2
Jane Street
Jane Street
New York
+$26M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.79M
5
UBS Group
UBS Group
Switzerland
+$4.43M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$132M
2
Bank of America
Bank of America
North Carolina
-$66.7M
3
NYLIM
New York Life Investment Management
New York
-$14M
4
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$12.3M
5
OMC
Old Mission Capital
Illinois
-$9.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$155M -$132M -1,261,694 -45%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$137M +$18.2M +173,473 +15%
Bank of America
3
Bank of America
North Carolina
$125M -$66.7M -634,881 -34%
KeyBank National Association
4
KeyBank National Association
Ohio
$111M -$1.17M -11,157 -1%
SFS
5
Strategic Financial Services
New York
$102M -$2.72M -25,920 -3%
DIP
6
DT Investment Partners
Pennsylvania
$82.8M -$2.94M -28,008 -3%
US Bancorp
7
US Bancorp
Minnesota
$76.9M +$3.31M +31,478 +4%
Fifth Third Bancorp
8
Fifth Third Bancorp
Ohio
$59.9M +$35.1M +334,385 +131%
GAB
9
German American Bancorp
Indiana
$58.6M +$753K +7,167 +1%
Wells Fargo
10
Wells Fargo
California
$46.3M +$2.67M +25,450 +6%
FLPIM
11
F.L. Putnam Investment Management
Massachusetts
$45.8M -$2.66M -25,373 -5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$45.6M -$1.14M -10,905 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$45.3M -$1.32M -12,547 -3%
Jane Street
14
Jane Street
New York
$29.7M +$26M +247,795 +560%
FCBT
15
First Citizens Bank & Trust
North Carolina
$25.8M +$1.34M +12,759 +5%
HR
16
Howe & Rusling
New York
$25.4M -$1.03M -9,776 -4%
DC
17
Davenport & Co
Virginia
$25M -$1.42M -13,487 -5%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$24.8M +$969K +9,228 +4%
BlackRock
19
BlackRock
New York
$24.2M +$918K +8,746 +4%
Cerity Partners
20
Cerity Partners
New York
$22.9M +$2.1M +20,046 +10%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$22.7M -$1.76M -16,776 -7%
WA
22
Wealthstar Advisors
Texas
$21.9M +$691K +6,583 +3%
FCAM
23
First Citizens Asset Management
North Carolina
$21.6M +$22.3M +212,368 New
Bessemer Group
24
Bessemer Group
New Jersey
$20.7M -$142K -1,357 -0.7%
MM
25
Meridian Management
Arkansas
$18M -$130K -1,241 -0.7%
1
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GVI Hedge Fund Activity: Q3 2022 in Review

218 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q3 2022, worth a combined $1.89B — down 9.5% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of GVI and 11 opened new positions — a net loss of 12 holders — while 93 trimmed existing stakes and 74 added.

The largest buyer was Fifth Third Bancorp, adding an estimated $35.1M. The largest seller was Stifel Financial, cutting an estimated $132M.

  • 218 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q3 2022, down from 231 in Q2 2022.
  • Funds reported $1.89B of iShares Intermediate Government/Credit Bond ETF stock for Q3 2022, down 9.5% quarter-over-quarter.
  • 11 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q3 2022 and 23 closed out, a net change of -12 holders.
  • The largest iShares Intermediate Government/Credit Bond ETF buyer in Q3 2022 was Fifth Third Bancorp, an estimated $35.1M added.
  • The largest iShares Intermediate Government/Credit Bond ETF seller in Q3 2022 was Stifel Financial, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2022.