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iShares Agency Bond ETF

58 hedge funds and large institutions have $255M invested in iShares Agency Bond ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

4% more funds holding

Funds holding: 5658 (+2)

1.44% more ownership

Funds ownership: 63.76%65.2% (+1.4%)

13% less capital invested

Capital invested by funds: $294M → $255M (-$38.3M)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Beaumont Financial Advisors
Massachusetts
$1M -$234K -2,083 -19%
BRWA
27
B. Riley Wealth Advisors
Florida
$886K -$873K -7,767 -50%
ECM
28
Exchange Capital Management
Michigan
$834K -$3.94K -35 -0.5%
MNA
29
Manning & Napier Advisors
New York
$818K
TFA
30
Transamerica Financial Advisors
Florida
$791K +$170K +1,509 +27%
BCM
31
Bluefin Capital Management
New York
$654K +$345K +3,067 +111%
ECM
32
ETrade Capital Management
Virginia
$634K -$5.85K -52 -0.9%
FAAM
33
First Allied Asset Management
California
$608K -$126K -1,120 -17%
CCA
34
Checchi Capital Advisers
California
$576K -$153K -1,363 -21%
M&T Bank
35
M&T Bank
New York
$562K +$562K +5,001 New
BA
36
BlackRock Advisors
Delaware
$547K +$225K +2,003 +70%
AB
37
AT Bancorp
Iowa
$538K +$538K +4,783 New
EWM
38
Evercore Wealth Management
New York
$497K -$3.94K -35 -0.8%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$482K -$362K -3,220 -43%
MCC
40
Mid Continent Capital
Illinois
$408K
CS
41
Credit Suisse
Switzerland
$369K +$117K +1,038 +46%
V
42
Veritable
Delaware
$360K
Invesco
43
Invesco
Georgia
$272K -$19.1K -170 -7%
FMII
44
Farmers & Merchants Investments Inc
Nebraska
$250K +$15K +133 +6%
LPL Financial
45
LPL Financial
California
$234K -$9.33K -83 -4%
PAG
46
Private Advisor Group
New Jersey
$233K +$234K +2,079 New
Stifel Financial
47
Stifel Financial
Missouri
$228K +$12K +107 +6%
FHA
48
First Horizon Advisors
Tennessee
$214K +$22.7K +202 +12%
BFA
49
Bragg Financial Advisors
North Carolina
$207K
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$94K +$112 +1 +0.1%