iShares Intermediate Government/Credit Bond ETF
242 hedge funds and large institutions have $2.58B invested in iShares Intermediate Government/Credit Bond ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 93 reducing their positions, and 15 closing their positions.
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
11% more capital invested
Capital invested by funds: $2.33B → $2.58B (+$248M)
10% more funds holding in top 10
Funds holding in top 10: 20 → 22 (+2)
3% more funds holding
Funds holding: 236 → 242 (+6)
2.4% more ownership
Funds ownership: 83.48% → 85.87% (+2.4%)
12% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$96.5M |
| 2 |
UB
UMB Bank
Kansas City,
Missouri
|
+$95M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$57M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.9M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$62.1M |
| 2 |
Cerity Partners
New York
|
-$29.9M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
-$10.7M |
| 4 |
WA
Wealthstar Advisors
Plano,
Texas
|
-$7.61M |
| 5 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$7.51M |
GVI Hedge Fund Activity: Q3 2023 in Review
242 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Intermediate Government/Credit Bond ETF (GVI) for Q3 2023, worth a combined $2.58B — up 11% from $2.33B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new GVI positions and 15 closed out — a net gain of 10 holders — while 82 added to existing stakes and 93 trimmed.
The largest buyer was Fifth Third Bancorp, adding an estimated $96.5M. The largest seller was AssetMark Inc, cutting an estimated $62.1M.
- 242 institutional investors held iShares Intermediate Government/Credit Bond ETF (GVI) as of Q3 2023, up from 236 in Q2 2023.
- Funds reported $2.58B of iShares Intermediate Government/Credit Bond ETF stock for Q3 2023, up 11% quarter-over-quarter.
- 25 funds opened new iShares Intermediate Government/Credit Bond ETF positions in Q3 2023 and 15 closed out, a net change of +10 holders.
- The largest iShares Intermediate Government/Credit Bond ETF buyer in Q3 2023 was Fifth Third Bancorp, an estimated $96.5M added.
- The largest iShares Intermediate Government/Credit Bond ETF seller in Q3 2023 was AssetMark Inc, an estimated $62.1M sold.
Based on aggregated 13F filings for Q3 2023.