iShares Intermediate GovernmGVIETF

13F holders, Q2 2025 (June 30)
280holders +10
25new positions
20sold out
2famous investors
$106.78avg. 13F price*

At the end of Q2 2025, 280 institutions reported holding iShares Intermediate Governm (GVI) in their 13F filings, up 10 from Q1 2025. 25 opened new positions and 20 sold out. The largest holders were Eastern Bank ($253.9M), Stifel Financial Corp. ($179.2M) and Bank of America Corp. ($174.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Intermediate Governm
CUSIP
464288612
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 261Q1 2024Q2 2024: 257Q2 2024Q3 2024: 269Q3 2024Q4 2024: 278Q4 2024Q1 2025: 270Q1 2025Q2 2025: 280Q2 2025Q3 2025: 266Q3 2025Q4 2025: 287Q4 2025Q1 2026: 281Q1 2026Q2 2026: 273Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions25$39.7M
Exits20$132.2M

All 13F filers, Q1 2025 → Q2 2025: 1,565,232 shares bought and 2,714,917 shares sold, net −1,149,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 280 holders

Eastern Bank 4.83% Add +28.4% 2,377,520 $253.9M
Stifel Financial Corp. 0.17% Reduce -9.8% 1,678,087 $179.2M
Bank of America Corp. 0.01% Reduce -10.4% 1,634,803 $174.6M
Fifth Third Bancorp 0.42% Reduce -2.0% 1,125,112 $120.2M
Envestnet Asset Management Inc. 0.03% Reduce -7.0% 1,050,413 $112.2M
Midwest Trust Co 1.49% — 1,007,399 $107.6M
CIBC Private Wealth Group LLC 0.19% Add +10.2% 1,001,432 $106.9M
Keybank National Association 0.38% Add +8.7% 960,611 $102.6M
German American Bancorp, Inc. 8.69% Add +0.3% 833,504 $89.0M
UMB Bank, n.a. 1.26% Reduce -5.4% 756,198 $80.8M
PNC Financial Services Group, Inc. 0.04% Reduce -0.1% 607,027 $64.8M
Bank of New York Mellon Corp 0.01% Add +3.5% 582,293 $62.2M
Synovus Financial Corp. 0.73% Add +6.0% 561,865 $60.0M
JPMorgan Chase & Co. 0.00% Reduce -36.1% 509,211 $54.4M
Morgan Stanley 0.00% Reduce -15.7% 501,286 $53.5M
TCV Trust & Wealth Management, Inc. 3.82% Add +3.4% 408,955 $43.7M
D L Carlson Investment Group Inc. 7.81% Add +11.8% 401,424 $42.9M
US Bancorp \de 0.05% Reduce -7.6% 368,792 $39.4M
DT Investment Partners, LLC 3.39% Reduce -5.9% 353,745 $37.8M
Howe & Rusling Inc. 2.66% Reduce -5.7% 337,699 $36.1M
Oarsman Capital, Inc. 5.41% Add +4.1% 322,816 $34.5M
BlackRock, Inc. 0.00% Reduce -0.8% 318,225 $34.0M
Assetmark, Inc. 0.08% Reduce -3.1% 301,816 $32.2M
New York Life Investment Management LLC 0.29% No change 286,461 $30.6M
Strategic Financial Services, Inc. 1.63% Reduce -5.0% 284,170 $30.3M
Wells Fargo & Company 0.01% Add +5.0% 278,458 $29.7M
Horizon Bancorp Inc. 14.39% Reduce -1.9% 267,752 $28.6M
Allianz Asset Management GmbH 0.04% Add +0.3% 259,817 $27.7M
Alaska Permanent Capital Management, LLC 1.96% Add +18.2% 236,852 $25.3M
Royal Bank of Canada 0.00% Add +1.9% 231,747 $24.7M
Koss-Olinger Consulting, LLC 1.98% Reduce -9.1% 226,372 $24.2M
DAVENPORT & Co LLC 0.13% Add +3.7% 213,756 $22.8M
Flputnam Investment Management Co. 0.37% Add +0.1% 199,344 $21.3M
LPL Financial LLC 0.01% Reduce -17.0% 188,925 $20.2M
Captrust Financial Advisors 0.04% Add +5.7% 183,828 $19.6M
Envestnet Portfolio Solutions, Inc. 0.07% Reduce -1.9% 182,014 $19.4M
Meridian Management Co. 5.31% Add +9.4% 182,443 $19.4M
Country Club Bank 1.19% Add +2.2% 176,740 $18.8M
First Citizens Bank & Trust Co. 0.34% Reduce -1.0% 175,914 $18.8M
Greenleaf Trust 0.15% Reduce -6.8% 158,890 $17.0M
Bessemer Group Inc. 0.03% Add +1.6% 157,181 $16.8M
Cetera Investment Advisers 0.03% Add +0.6% 152,807 $16.3M
WASHINGTON TRUST Co 0.57% Reduce -1.9% 151,877 $16.2M
First American Trust, FSB 1.29% Add +1.2% 151,590 $16.2M
Greenwood Capital Associates LLC 1.80% Add +1.5% 135,305 $14.4M
M&T Bank Corp 0.04% Add +6.3% 119,906 $12.8M
Bokf, NA 0.21% No change 119,080 $12.7M
Hantz Financial Services, Inc. 0.20% Reduce -1.2% 118,644 $12.7M
Lowe Brockenbrough & Co. Inc. 0.71% Add +0.3% 118,644 $12.7M
Composition Wealth, LLC 0.21% New 118,121 $12.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.5% 115,707 $12.4M
Community Trust & Investment Co. 0.68% Add +30.7% 109,920 $11.7M
Webster Bank, N. A. 1.16% Add +10.9% 105,119 $11.2M
Johnson Financial Group, Inc. 0.50% Reduce -9.1% 104,847 $11.2M
Community Financial Services Group, LLC 2.19% Add +3.3% 103,225 $11.0M
Badgley Phelps Wealth Managers, LLC 0.24% Add +3.1% 102,175 $10.9M
Independent Solutions Wealth Management, LLC 1.93% Add +0.0% 92,777 $9.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.0% 84,234 $8.9M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -3.1% 82,406 $8.8M
Bank of New Hampshire 2.09% Add +8.7% 78,769 $8.4M
Courier Capital LLC 0.50% Add +6.3% 77,218 $8.2M
First Merchants Corp. 0.31% Reduce -12.5% 75,654 $8.1M
AMG National Trust Bank 0.21% Add +4.1% 74,976 $8.0M
United Capital Financial Advisors, LLC 0.06% Add +0.1% 74,696 $8.0M
Bank of Montreal 0.00% Reduce -1.6% 74,570 $8.0M
Osaic Holdings, Inc. 0.01% Add +188.0% 73,674 $7.8M
Flow Traders U.S. LLC 0.27% New 68,197 $7.3M
Sequoia Financial Advisors, LLC 0.05% Add +4.6% 65,025 $6.9M
Sepio Capital, LP 0.48% Add +9.8% 62,984 $6.7M
Choreo, LLC 0.09% No change 61,460 $6.6M
First National Trust Co 0.24% Add +0.7% 60,582 $6.5M
C M Bidwell & Associates Ltd. 3.23% Add +0.6% 58,330 $6.2M
Susquehanna International Group, LLP 0.01% Add +450.4% 56,802 $6.1M
Commonwealth Equity Services, LLC 0.01% Add +7.1% 56,025 $6.0M
Renaissance Technologies 0.01% Add +4.7% 55,300 $5.9M
SVB Wealth LLC 0.31% New 53,964 $5.8M
NewEdge Advisors, LLC 0.03% Add +1.6% 53,956 $5.8M
UBS Group AG 0.00% Add +5.7% 53,871 $5.8M
OneAscent Financial Services LLC 0.41% Reduce -49.7% 53,868 $5.7M
Bryn Mawr Trust Advisors, LLC 0.31% Reduce -14.2% 53,270 $5.7M
Whittier Trust Co. 0.07% Reduce -3.8% 51,631 $5.5M
Truist Financial Corp. 0.01% Reduce -38.5% 50,913 $5.4M
Raffa Wealth Management, LLC 1.09% Add +0.7% 50,911 $5.4M
Atria Investments, Inc 0.06% Add +2.6% 48,426 $5.2M
Meritage Portfolio Management 0.33% Reduce -0.4% 48,309 $5.2M
CW Advisors, LLC 0.05% Add +13.7% 47,822 $5.1M
Avantax Advisory Services, Inc. 0.03% Add +12.0% 47,327 $5.1M
Tucker Asset Management LLC 1.60% Reduce -8.2% 46,869 $5.0M
HSBC Holdings PLC 0.00% Reduce -2.0% 46,841 $5.0M
1ST Source Bank 0.27% Reduce -5.3% 45,817 $4.9M
Trail Ridge Investment Advisors, LLC 2.29% Add +2.6% 44,685 $4.8M
Commerce Bank 0.03% Reduce -9.0% 43,810 $4.7M
Patriot Financial Group Insurance Agency, LLC 0.52% Add +3.0% 42,724 $4.6M
MassMutual Private Wealth & Trust, FSB 0.12% Add +6.0% 42,602 $4.5M
Private Advisor Group, LLC 0.02% Reduce -10.9% 40,933 $4.4M
Severin Investments, LLC 4.04% Reduce -5.8% 40,312 $4.3M
Jane Street Group, LLC 0.01% New 39,609 $4.2M
Haverford Trust Co 0.04% Add +7.0% 38,736 $4.1M
Ameriprise Financial Inc. 0.00% Reduce -2.5% 37,918 $4.0M
Wealthstar Advisors, LLC 1.46% Reduce -24.5% 36,380 $3.9M

"% of holder's portfolio" is GVI's weight in each manager's 13F, not the share of iShares Intermediate Governm the manager owns.

Show all 280 holders