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iShares Agency Bond ETF

78 hedge funds and large institutions have $456M invested in iShares Agency Bond ETF in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

8% more funds holding

Funds holding: 7278 (+6)

3.64% more ownership

Funds ownership: 70.36%74% (+3.6%)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

4% more capital invested

Capital invested by funds: $440M → $456M (+$16.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
20
Increased
26
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
26
Zions Bancorporation
Utah
$2.86M -$29.4K -259 -1%
BA
27
BlackRock Advisors
Delaware
$2.45M +$335K +2,949 +16%
BHB
28
Bank Hapoalim BM
Israel
$2.13M
HPC
29
HM Payson & Co
Maine
$1.81M
EWM
30
Evercore Wealth Management
New York
$1.64M -$387K -3,410 -19%
AA
31
Alesco Advisors
New York
$1.5M
AB
32
AT Bancorp
Iowa
$1.37M +$497K +4,382 +57%
NC
33
NewSquare Capital
Pennsylvania
$1.15M -$39.1K -345 -3%
FIM
34
Freedom Investment Management
Connecticut
$1.13M -$3.21M -28,309 -74%
FIG
35
Fusion Investment Group
Pennsylvania
$1.13M +$1.48K +13 +0.1%
FAAS
36
First Allied Advisory Services
California
$959K +$329K +2,898 +52%
ECM
37
Exchange Capital Management
Michigan
$892K +$14.4K +127 +2%
WCM
38
Weatherstone Capital Management
Colorado
$823K +$825K +7,275 New
CIM
39
Cetera Investment Management
California
$800K +$802K +7,067 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$716K -$652K -5,749 -48%
CCA
41
Checchi Capital Advisers
California
$686K -$5.22K -46 -0.8%
MNA
42
Manning & Napier Advisors
New York
$668K
EA
43
Efficient Advisors
Ohio
$651K -$66.8K -589 -9%
PAG
44
Private Advisor Group
New Jersey
$569K +$37.7K +332 +7%
NPC
45
National Planning Corporation
California
$560K +$556K +4,902 New
ECM
46
ETrade Capital Management
Virginia
$531K -$199K -1,757 -27%
IA
47
IFP Advisors
Florida
$494K +$495K +4,363 New
BCM
48
Bluefin Capital Management
New York
$373K -$112K -988 -23%
AIG
49
American International Group
New York
$363K +$356K +3,135 +4,236%
FMII
50
Farmers & Merchants Investments Inc
Nebraska
$293K -$27.8K -245 -9%