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iShares Agency Bond ETF
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Overview Fund Activity

60 hedge funds and large institutions have $370M invested in iShares Agency Bond ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
22
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$67.6M
2
AssetMark Inc
2
AssetMark Inc
California
$48.6M
3
UBS Group
3
UBS Group
Switzerland
$4.36M
4
RJA
4
Raymond James & Associates
Florida
$4.24M
5
Bank of America
5
Bank of America
North Carolina
$14.7M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$6.64M
2
Jane Street
2
Jane Street
New York
$307K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Ameriprise
4
Ameriprise
Minnesota
$711K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.02M 9,045 -16,580 -65%
BA
27
BlackRock Advisors
Delaware
$914K 8,082 +3,215 +66%
ECM
28
ETrade Capital Management
Virginia
$896K 7,922 +2,277 +40%
MNA
29
Manning & Napier Advisors
New York
– – – –
TFA
30
Transamerica Financial Advisors
Florida
$834K 7,374 +334 +5%
ECM
31
Exchange Capital Management
Michigan
$831K 7,311 -115 -2%
CCA
32
Checchi Capital Advisers
California
$776K 6,864 +1,731 +34%
Ameriprise
33
Ameriprise
Minnesota
$711K 6,287 -21,711 -78%
FAAM
34
First Allied Asset Management
California
$612K 5,415 – –
AB
35
AT Bancorp
Iowa
$453K 4,006 -777 -16%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$416K 3,674 -617 -14%
MCC
37
Mid Continent Capital
Illinois
$410K 3,627 – –
EWM
38
Evercore Wealth Management
New York
$371K 3,280 -1,150 -26%
V
39
Veritable
Delaware
$363K 3,210 – –
SWP
40
Stratos Wealth Partners
Ohio
$347K 3,072 +3,072 New
Jane Street
41
Jane Street
New York
$307K 2,718 -34,945 -93%
PAG
42
Private Advisor Group
New Jersey
$299K 2,647 +568 +27%
LPL Financial
43
LPL Financial
California
$294K 2,601 +520 +25%
Lazard Asset Management
44
Lazard Asset Management
New York
– – – –
CS
45
Credit Suisse
Switzerland
$269K 2,375 -907 -28%
FMII
46
Farmers & Merchants Investments Inc
Nebraska
$264K 2,333 +105 +5%
CG
47
Colony Group
Massachusetts
$263K 2,325 +2,325 New
Stifel Financial
48
Stifel Financial
Missouri
$227K 2,011 -18 -0.9%
FHA
49
First Horizon Advisors
Tennessee
$215K 1,903 – –
BFA
50
Bragg Financial Advisors
North Carolina
$208K 1,840 – –
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