iShares Intermediate GovernmGVIETF
13F holders, Q1 2025 (March 31)270holders −8
20new positions
25sold out
2famous investors
$106.00avg. 13F price*
At the end of Q1 2025, 270 institutions reported holding iShares Intermediate Governm (GVI) in their 13F filings, down 8 from Q4 2024. 20 opened new positions and 25 sold out. The largest holders were Stifel Financial Corp. ($197.2M), Eastern Bank ($196.3M) and Bank of America Corp. ($193.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Intermediate Governm
- CUSIP
- 464288612
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $26.4M |
| Exits | 25 | $43.8M |
All 13F filers, Q4 2024 → Q1 2025: 2,448,103 shares bought and 2,090,024 shares sold, net +358,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 270 holders
| Stifel Financial Corp. | 0.21% | Add +23.3% | 1,859,895 | $197.2M |
| Eastern Bank | 3.84% | Add +31.2% | 1,851,789 | $196.3M |
| Bank of America Corp. | 0.02% | Add +9.7% | 1,825,432 | $193.5M |
| Fifth Third Bancorp | 0.46% | Add +1.6% | 1,148,236 | $121.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -13.8% | 1,129,467 | $119.7M |
| Financial Counselors Inc. | 1.58% | Add +3.5% | 980,095 | $103.9M |
| CIBC Private Wealth Group LLC | 0.20% | Add +8.2% | 908,581 | $95.9M |
| Keybank National Association | 0.38% | Reduce -12.3% | 883,968 | $93.7M |
| German American Bancorp, Inc. | 9.47% | Add +2.4% | 830,788 | $88.1M |
| UMB Bank, n.a. | 1.40% | Reduce -28.2% | 799,662 | $84.8M |
| JPMorgan Chase & Co. | 0.01% | Add +0.0% | 796,741 | $84.5M |
| PNC Financial Services Group, Inc. | 0.03% | Add +0.2% | 607,444 | $64.4M |
| Morgan Stanley | 0.00% | Add +7.4% | 594,858 | $63.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.8% | 562,656 | $59.7M |
| Synovus Financial Corp. | 0.73% | Add +31.5% | 530,072 | $56.2M |
| US Bancorp \de | 0.06% | Reduce -28.7% | 399,061 | $42.3M |
| TCV Trust & Wealth Management, Inc. | 3.89% | Add +5.4% | 395,678 | $41.9M |
| DT Investment Partners, LLC | 3.85% | Reduce -25.4% | 375,994 | $39.9M |
| D L Carlson Investment Group Inc. | 7.32% | Reduce -2.1% | 359,046 | $38.1M |
| Howe & Rusling Inc. | 3.19% | Add +4.2% | 358,228 | $38.0M |
| BlackRock, Inc. | 0.00% | Reduce -2.5% | 320,874 | $34.0M |
| Assetmark, Inc. | 0.09% | Reduce -9.9% | 311,482 | $33.0M |
| Oarsman Capital, Inc. | 5.91% | Add +29.5% | 310,101 | $32.9M |
| Strategic Financial Services, Inc. | 1.86% | Reduce -14.7% | 298,977 | $31.7M |
| New York Life Investment Management LLC | 0.31% | Add +69.7% | 286,461 | $30.4M |
| Horizon Bancorp Inc. | 16.36% | Reduce -8.1% | 272,967 | $28.9M |
| Wells Fargo & Company | 0.01% | Reduce -13.7% | 265,161 | $28.1M |
| Allianz Asset Management GmbH | 0.04% | Add +26.9% | 259,004 | $27.5M |
| Koss-Olinger Consulting, LLC | 2.22% | Add +1.1% | 248,966 | $26.4M |
| LPL Financial LLC | 0.01% | Add +8.3% | 227,732 | $24.1M |
| Royal Bank of Canada | 0.01% | Reduce -3.0% | 227,487 | $24.1M |
| DAVENPORT & Co LLC | 0.13% | Add +4.0% | 206,080 | $21.8M |
| Alaska Permanent Capital Management, LLC | 1.79% | Add +1.7% | 200,416 | $21.2M |
| Flputnam Investment Management Co. | 0.40% | Add +1.4% | 199,127 | $21.1M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -1.0% | 185,444 | $19.7M |
| First Citizens Bank & Trust Co. | 0.48% | Reduce -0.9% | 177,622 | $18.8M |
| Captrust Financial Advisors | 0.05% | Add +2.8% | 173,905 | $18.4M |
| Country Club Bank | 1.23% | Add +6.0% | 172,930 | $18.3M |
| Greenleaf Trust | 0.16% | Reduce -7.4% | 170,536 | $18.1M |
| Meridian Management Co. | 5.48% | Add +0.1% | 166,815 | $17.7M |
| WASHINGTON TRUST Co | 0.63% | Add +5.9% | 154,823 | $16.4M |
| Bessemer Group Inc. | 0.03% | Add +4.0% | 154,707 | $16.4M |
| Cetera Investment Advisers | 0.03% | Add +25.8% | 151,900 | $16.1M |
| First American Trust, FSB | 1.46% | Add +4.1% | 149,759 | $15.9M |
| Greenwood Capital Associates LLC | 1.91% | Add +0.1% | 133,358 | $14.1M |
| Hantz Financial Services, Inc. | 0.22% | Add +3.9% | 120,118 | $12.7M |
| Bokf, NA | 0.22% | Add +84.8% | 119,080 | $12.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -27.5% | 118,636 | $12.6M |
| Lowe Brockenbrough & Co. Inc. | 0.83% | Add +1.1% | 118,311 | $12.5M |
| Conning Inc. | 0.46% | New | 117,107 | $12.4M |
| Johnson Financial Group, Inc. | 0.60% | Reduce -11.3% | 115,305 | $12.2M |
| M&T Bank Corp | 0.04% | Add +29.3% | 112,773 | $12.0M |
| OneAscent Financial Services LLC | 0.74% | Add +101.2% | 107,142 | $11.4M |
| Community Financial Services Group, LLC | 2.30% | Add +4.9% | 99,906 | $10.6M |
| Badgley Phelps Wealth Managers, LLC | 0.25% | Add +17.2% | 99,123 | $10.5M |
| Webster Bank, N. A. | 1.11% | Add +9.5% | 94,754 | $10.0M |
| Independent Solutions Wealth Management, LLC | 2.20% | Add +1.2% | 92,764 | $9.8M |
| First Merchants Corp. | 0.37% | Add +2240.2% | 86,447 | $9.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +652.5% | 85,949 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +192.3% | 85,057 | $9.0M |
| Community Trust & Investment Co. | 0.57% | Add +2.0% | 84,089 | $8.9M |
| Citadel Advisors | 0.01% | Add +31.4% | 83,289 | $8.8M |
| Truist Financial Corp. | 0.01% | Reduce -8.2% | 82,773 | $8.8M |
| Bank of Montreal | 0.00% | Reduce -0.6% | 75,749 | $8.0M |
| Comerica Bank | 0.03% | Add +1.6% | 75,687 | $8.0M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -56.8% | 74,592 | $7.9M |
| Courier Capital LLC | 0.50% | Add +2.2% | 72,631 | $7.7M |
| Bank of New Hampshire | 2.01% | Add +0.9% | 72,446 | $7.7M |
| AMG National Trust Bank | 0.21% | Reduce -1.6% | 72,017 | $7.6M |
| Cornerstone Partners Capital Management, LLC | 14.19% | No change | 64,257 | $6.8M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -4.3% | 62,171 | $6.6M |
| Bryn Mawr Trust Advisors, LLC | 0.39% | Reduce -12.9% | 62,090 | $6.6M |
| Choreo, LLC | 0.10% | Reduce -50.0% | 61,460 | $6.5M |
| First National Trust Co | 0.26% | Reduce -22.3% | 60,170 | $6.4M |
| C M Bidwell & Associates Ltd. | 3.70% | No change | 58,000 | $6.1M |
| Sepio Capital, LP | 0.48% | Reduce -0.6% | 57,355 | $6.1M |
| Whittier Trust Co. | 0.08% | Add +4.6% | 53,654 | $5.7M |
| NewEdge Advisors, LLC | 0.03% | Add +18.5% | 53,119 | $5.6M |
| Renaissance Technologies | 0.01% | New | 52,800 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.6% | 52,332 | $5.5M |
| Tucker Asset Management LLC | 1.75% | Reduce -41.6% | 51,050 | $5.4M |
| UBS Group AG | 0.00% | Reduce -10.9% | 50,959 | $5.4M |
| Raffa Wealth Management, LLC | 1.22% | Add +0.1% | 50,546 | $5.4M |
| Meritage Portfolio Management | 0.34% | Reduce -3.5% | 48,508 | $5.1M |
| 1ST Source Bank | 0.30% | Reduce -1.4% | 48,364 | $5.1M |
| Commerce Bank | 0.03% | Add +25.4% | 48,166 | $5.1M |
| Wealthstar Advisors, LLC | 2.34% | Reduce -18.6% | 48,163 | $5.1M |
| HSBC Holdings PLC | 0.00% | Reduce -1.5% | 47,806 | $5.1M |
| Atria Investments, Inc | 0.06% | Add +135.6% | 47,184 | $5.0M |
| Integrated Investment Consultants, LLC | 0.99% | Reduce -19.4% | 46,994 | $5.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -43.2% | 45,946 | $4.9M |
| Trail Ridge Investment Advisors, LLC | 2.38% | Add +32.8% | 43,569 | $4.6M |
| Severin Investments, LLC | 4.54% | Reduce -2.5% | 42,813 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Add +2.0% | 42,396 | $4.5M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -31.2% | 42,265 | $4.5M |
| CW Advisors, LLC | 0.05% | Reduce -2.8% | 42,076 | $4.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.59% | Add +58.1% | 41,461 | $4.4M |
| MassMutual Private Wealth & Trust, FSB | 0.12% | Reduce -35.4% | 40,190 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +22.3% | 38,875 | $4.1M |
| Haverford Trust Co | 0.04% | Add +5.1% | 36,220 | $3.8M |
"% of holder's portfolio" is GVI's weight in each manager's 13F, not the share of iShares Intermediate Governm the manager owns.