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iShares Agency Bond ETF

56 hedge funds and large institutions have $318M invested in iShares Agency Bond ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $282M → $318M (+$35.3M)

8.53% more ownership

Funds ownership: 60.71%69.25% (+8.5%)

3% less funds holding

Funds holding: 5856 (-2)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Efficient Advisors
Ohio
$1.12M -$51.3K -463 -4%
ECM
27
ETrade Capital Management
Virginia
$1.01M -$44.5K -402 -4%
MNA
28
Manning & Napier Advisors
New York
$1M
WI
29
WrapManager Inc
California
$968K +$74K +668 +8%
ECM
30
Exchange Capital Management
Michigan
$922K +$4.32K +39 +0.5%
BRWA
31
B. Riley Wealth Advisors
Florida
$751K -$29.1K -263 -4%
Ameriprise
32
Ameriprise
Minnesota
$663K +$83.2K +751 +14%
MCC
33
Mid Continent Capital
Illinois
$559K
EWM
34
Evercore Wealth Management
New York
$509K +$166K +1,500 +49%
HPC
35
HM Payson & Co
Maine
$492K
BCI
36
Brinker Capital Investments
Pennsylvania
$364K
V
37
Veritable
Delaware
$357K
Invesco
38
Invesco
Georgia
$352K -$39.4K -356 -10%
CS
39
Credit Suisse
Switzerland
$336K -$685K -6,181 -67%
SB
40
Suntrust Banks
Georgia
$302K -$31.2K -282 -9%
PFS
41
Prospera Financial Services
Texas
$264K -$362K -3,270 -58%
LPL Financial
42
LPL Financial
California
$241K -$48.2K -435 -17%
BFA
43
Bragg Financial Advisors
North Carolina
$239K
FMII
44
Farmers & Merchants Investments Inc
Nebraska
$219K +$1.66K +15 +0.8%
FHA
45
First Horizon Advisors
Tennessee
$217K +$216K +1,950 New
MIM
46
Macroview Investment Management
Maryland
$145K -$205K -1,850 -59%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$141K -$84.9K -767 -26%
TFA
48
Transamerica Financial Advisors
Florida
$109K +$27.1K +245 +33%
AA
49
AlphaMark Advisors
Kentucky
$108K
BC
50
Bartlett & Co
Ohio
$67K