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iShares Intermediate Government/Credit Bond ETF

235 hedge funds and large institutions have $2.33B invested in iShares Intermediate Government/Credit Bond ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

9% more funds holding

Funds holding: 216235 (+19)

6% more capital invested

Capital invested by funds: $2.2B → $2.33B (+$121M)

7% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 82

2.09% less ownership

Funds ownership: 85.29%83.2% (-2.1%)

Holders
235
Holders Change
+19
Holders Change %
+8.8%
% of All Funds
3.69%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
33
Increased
88
Reduced
82
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$194M -$1.03M -9,929 -0.5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$171M +$12.6M +121,153 +8%
Bank of America
3
Bank of America
North Carolina
$122M +$7.21M +69,332 +6%
AssetMark Inc
4
AssetMark Inc
California
$115M +$115M +1,104,090 +7,455%
KeyBank National Association
5
KeyBank National Association
Ohio
$104M -$1.09M -10,452 -1%
SFS
6
Strategic Financial Services
New York
$89.5M +$5.3M +50,982 +6%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$85.8M -$10.1M -97,502 -10%
US Bancorp
8
US Bancorp
Minnesota
$83.2M -$2.34M -22,531 -3%
GAB
9
German American Bancorp
Indiana
$65.7M +$3.22M +30,928 +5%
DIP
10
DT Investment Partners
Pennsylvania
$64M -$5.5M -52,906 -8%
HB
11
Horizon Bancorp
Indiana
$61M -$2.03M -19,558 -3%
FCAM
12
First Citizens Asset Management
North Carolina
$52.9M +$6.51M +62,584 +14%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$50.1M +$4.58M +44,036 +10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$44.8M -$2.76M -26,557 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$38M +$6.41M +61,605 +20%
NYLIM
16
New York Life Investment Management
New York
$37.3M +$24.9M +239,462 +194%
FLPIM
17
F.L. Putnam Investment Management
Massachusetts
$34.3M -$4.53M -43,553 -12%
TTWM
18
TCV Trust & Wealth Management
Virginia
$32.3M +$772K +7,421 +2%
HR
19
Howe & Rusling
New York
$31.3M +$1.31M +12,576 +4%
Cerity Partners
20
Cerity Partners
New York
$30.7M +$1.37M +13,155 +5%
CT
21
Cambridge Trust
Massachusetts
$29.7M -$2.84M -27,281 -9%
CAN
22
Cetera Advisor Networks
California
$28.3M +$1.79M +17,232 +7%
UCFA
23
United Capital Financial Advisors
Texas
$27.4M +$165K +1,590 +0.6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$25.4M +$24.2M +232,660 +1,602%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$24.8M +$769K +7,390 +3%