ISHARES INTERMEDIATE GOVERNM (GVI) Institutional Shareholders
ISHARES INTERMEDIATE GOVERNM (GVI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.17B in GVI holdings during the latest filing period.
Choate Investment Advisors is currently the largest disclosed institutional shareholder of GVI tracked by InsiderSet, reporting ownership valued at approximately $235.25M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $232.20M, representing an estimated loss of -1.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed GVI value among the investors covered in this analysis. Major shareholders include Choate Investment Advisors, Stifel Financial Corp, Eastern Bank, and several other long-term asset managers with concentrated positions in ISHARES INTERMEDIATE GOVERNM (GVI).
This page ranks the largest institutional GVI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
279
Total Reported Value
$3.17B
Largest Holder
Choate Investment Advisors
Largest Position
$235.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Choate Investment Advisors | 4.60% | 2,205,187 | $235,249,349 | $232,195,165 | -$3,054,184 | -1.30% | |
| Stifel Financial Corp | 0.18% | 1,785,629 | $190,491,013 | $188,017,806 | -$2,473,207 | -1.30% | |
| Eastern Bank | 2.61% | 1,608,418 | $170,645,089 | $169,358,373 | -$1,286,716 | -0.75% | |
| Bank Of America Corp | 0.01% | 1,356,720 | $144,734,874 | $142,855,832 | -$1,879,042 | -1.30% | |
| Cibc Bancorp Usa Inc. | 0.19% | 1,334,008 | $142,138,127 | $140,464,372 | -$1,673,755 | -1.18% | |
| Midwest Trust Co | 1.68% | 1,261,782 | $134,606,904 | $132,859,336 | -$1,747,568 | -1.30% | |
| Envestnet Asset Management Inc | 0.03% | 1,122,626 | $119,761,780 | $118,206,905 | -$1,554,875 | -1.30% | |
| Fifth Third Bancorp | 0.21% | 1,054,909 | $112,537,692 | $111,076,643 | -$1,461,049 | -1.30% | |
| Keybank National Association/Oh | 0.35% | 996,748 | $105,749,989 | $104,952,581 | -$797,408 | -0.75% | |
| German American Bancorp, Inc. | 8.13% | 886,374 | $94,558,377 | $93,330,750 | -$1,227,627 | -1.30% | |
| Envestnet Portfolio Solutions, Inc. | 0.43% | 851,824 | $90,374,251 | $89,692,808 | -$681,443 | -0.75% | |
| First Citizens Bank & Trust Co | 1.32% | 832,035 | $88,274,753 | $87,609,125 | -$665,628 | -0.75% | |
| Pnc Financial Services Group, Inc. | 0.05% | 692,793 | $73,907,120 | $72,947,639 | -$959,481 | -1.30% | |
| Bank Of New York Mellon Corp | 0.01% | 656,951 | $70,083,561 | $69,173,656 | -$909,905 | -1.30% | |
| Umb Bank, N.A. | 0.91% | 613,117 | $65,407,322 | $64,558,155 | -$849,167 | -1.30% | |
| Pinnacle Financial Partners, Inc. | 0.50% | 612,088 | $65,297,548 | $64,449,806 | -$847,742 | -1.30% | |
| D L Carlson Investment Group Inc | 9.32% | 508,067 | $54,200,618 | $53,496,915 | -$703,703 | -1.30% | |
| Tcv Trust & Wealth Management, Inc. | 3.82% | 474,804 | $50,374,331 | $49,994,487 | -$379,844 | -0.75% | |
| Dt Investment Partners, Llc | 3.39% | 428,821 | $45,495,767 | $45,152,707 | -$343,060 | -0.75% | |
| Blackrock, Inc. | 0.00% | 399,627 | $42,632,208 | $42,078,725 | -$553,483 | -1.30% | |
| Howe & Rusling Inc | 2.75% | 394,689 | $42,105,427 | $41,558,778 | -$546,649 | -1.30% | |
| Oarsman Capital, Inc. | 3.80% | 286,732 | $30,588,621 | $30,191,446 | -$397,175 | -1.30% | |
| New York Life Investment Management Llc | 0.26% | 286,461 | $30,559,660 | $30,162,911 | -$396,749 | -1.30% | |
| Southern Michigan Bank & Trust | 10.63% | 281,916 | $29,909,884 | $29,684,345 | -$225,539 | -0.75% | |
| Us Bancorp \De\ | 0.04% | 279,935 | $29,863,466 | $29,475,756 | -$387,710 | -1.30% | |
| Morgan Stanley | 0.00% | 274,024 | $29,232,961 | $28,853,357 | -$379,604 | -1.30% | |
| Strategic Financial Services, Inc. | 1.38% | 271,848 | $29,000,774 | $28,624,235 | -$376,539 | -1.30% | |
| Wells Fargo & Company/Mn | 0.01% | 263,856 | $28,148,130 | $27,782,718 | -$365,412 | -1.30% | |
| Royal Bank Of Canada | 0.01% | 256,973 | $27,415,000 | $27,057,972 | -$357,028 | -1.30% | |
| Alaska Permanent Capital Management, Llc | 1.92% | 256,707 | $27,377,746 | $27,029,964 | -$347,782 | -1.27% | |
| Allianz Asset Management Gmbh | 0.03% | 255,005 | $27,203,933 | $26,850,751 | -$353,182 | -1.30% | |
| Meridian Management Co | 6.11% | 230,122 | $24,549,456 | $24,230,696 | -$318,760 | -1.30% | |
| First National Bank Of Omaha | 0.75% | 227,549 | $24,238,365 | $23,959,772 | -$278,593 | -1.15% | |
| Ameriprise Financial Inc | 0.01% | 220,147 | $23,491,007 | $23,180,378 | -$310,629 | -1.32% | |
| Cetera Investment Advisers | 0.02% | 219,335 | $23,398,690 | $23,094,879 | -$303,811 | -1.30% | |
| Lpl Financial Llc | 0.01% | 208,615 | $22,255,056 | $21,966,116 | -$288,940 | -1.30% | |
| Captrust Financial Advisors | 0.04% | 188,802 | $20,141,397 | $19,879,907 | -$261,490 | -1.30% | |
| Washington Trust Co | 0.60% | 167,407 | $17,858,978 | $17,627,120 | -$231,858 | -1.30% | |
| Webster Bank, N. A. | 1.51% | 163,825 | $17,381,013 | $17,249,953 | -$131,060 | -0.75% | |
| Flputnam Investment Management Co | 0.26% | 161,321 | $17,209,764 | $16,986,295 | -$223,469 | -1.30% | |
| Composition Wealth, Llc | 0.19% | 152,823 | $16,213,756 | $16,091,498 | -$122,258 | -0.75% | |
| Koss-Olinger Consulting, Llc | 1.35% | 151,117 | $16,121,145 | $15,911,865 | -$209,280 | -1.30% | |
| M&T Bank Corp | 0.05% | 144,003 | $15,362,239 | $15,162,796 | -$199,443 | -1.30% | |
| Greenwood Capital Associates Llc | 1.47% | 141,133 | $14,973,516 | $14,860,599 | -$112,917 | -0.75% | |
| Bokf, Na | 0.23% | 139,273 | $14,857,644 | $14,664,751 | -$192,893 | -1.30% | |
| Badgley Phelps Wealth Managers, Llc | 0.25% | 137,101 | $14,545,694 | $14,436,050 | -$109,644 | -0.75% | |
| Citadel Advisors Llc | 0.01% | 129,389 | $13,803,219 | $13,624,015 | -$179,204 | -1.30% | |
| Greenleaf Trust | 0.12% | 119,739 | $12,703,709 | $12,607,918 | -$95,791 | -0.75% | |
| Ferguson Wellman Capital Management, Inc | 0.15% | 116,370 | $12,346,275 | $12,253,179 | -$93,096 | -0.75% | |
| Lowe Brockenbrough & Co Inc | 0.60% | 113,226 | $12,078,950 | $11,922,132 | -$156,818 | -1.30% |
Frequently asked questions about GVI
Who owns the most GVI stock?
The largest holders of GVI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES INTERMEDIATE GOVERNM (GVI).
Is GVI widely held by superinvestors?
Many widely followed stocks like GVI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GVI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.