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iShares Agency Bond ETF

60 hedge funds and large institutions have $341M invested in iShares Agency Bond ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $318M → $341M (+$23.4M)

7% more funds holding

Funds holding: 5660 (+4)

1.09% less ownership

Funds ownership: 69.25%68.15% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$1.36M -$81.9K -736 -6%
BRWA
27
B. Riley Wealth Advisors
Florida
$974K +$229K +2,055 +30%
WI
28
WrapManager Inc
California
$973K +$10.6K +95 +1%
MNA
29
Manning & Napier Advisors
New York
$964K
ECM
30
ETrade Capital Management
Virginia
$894K -$115K -1,030 -11%
ECM
31
Exchange Capital Management
Michigan
$891K -$26.1K -235 -3%
FIG
32
Fusion Investment Group
Pennsylvania
$714K +$718K +6,456 New
Ameriprise
33
Ameriprise
Minnesota
$711K +$53.9K +484 +8%
FAAM
34
First Allied Asset Management
California
$700K +$705K +6,335 New
FTUS
35
Flow Traders U.S.
New York
$682K +$687K +6,173 New
MCC
36
Mid Continent Capital
Illinois
$556K
EWM
37
Evercore Wealth Management
New York
$518K +$12.8K +115 +3%
HPC
38
HM Payson & Co
Maine
$489K
CCA
39
Checchi Capital Advisers
California
$416K +$419K +3,763 New
FMII
40
Farmers & Merchants Investments Inc
Nebraska
$409K +$193K +1,737 +88%
V
41
Veritable
Delaware
$355K
SB
42
Suntrust Banks
Georgia
$340K +$39.4K +354 +13%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$328K +$91.8K +825 +39%
Invesco
44
Invesco
Georgia
$321K -$28.5K -256 -8%
CS
45
Credit Suisse
Switzerland
$305K -$28.7K -258 -9%
LPL Financial
46
LPL Financial
California
$290K +$51.4K +462 +21%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$275K +$276K +2,484 New
BWAM
48
Boyd Watterson Asset Management
Ohio
$268K +$270K +2,425 New
TFA
49
Transamerica Financial Advisors
Florida
$227K +$120K +1,076 +110%
FHA
50
First Horizon Advisors
Tennessee
$216K