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iShares Agency Bond ETF

76 hedge funds and large institutions have $493M invested in iShares Agency Bond ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $411M → $493M (+$82.6M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

5.95% more ownership

Funds ownership: 71.08%77.03% (+5.9%)

1% more funds holding

Funds holding: 7576 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
27
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Evercore Wealth Management
New York
$1.71M +$33.3K +290 +2%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.66M -$679K -5,906 -29%
HPC
28
HM Payson & Co
Maine
$1.64M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.63M -$392K -3,416 -20%
AA
30
Alesco Advisors
New York
$1.52M
SG Americas Securities
31
SG Americas Securities
New York
$1.52M +$1.5M +13,080 New
SG
32
Societe Generale
$1.52M +$1.5M +13,080 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.36M -$2.36M -20,526 -64%
NC
34
NewSquare Capital
Pennsylvania
$1.25M +$17.3K +151 +1%
FAAS
35
First Allied Advisory Services
California
$964K -$58.8K -512 -6%
ECM
36
Exchange Capital Management
Michigan
$872K -$31.4K -273 -3%
AG
37
Advisor Group
Arizona
$809K +$804K +6,994 New
PAG
38
Private Advisor Group
New Jersey
$795K +$144K +1,250 +22%
ECM
39
ETrade Capital Management
Virginia
$793K +$249K +2,164 +46%
CIM
40
Cetera Investment Management
California
$781K -$27K -235 -3%
CCA
41
Checchi Capital Advisers
California
$722K +$30.4K +265 +4%
EA
42
Efficient Advisors
Ohio
$657K +$16.7K +145 +3%
DADC
43
D.A. Davidson & Co
Montana
$531K -$174K -1,513 -25%
WCM
44
Weatherstone Capital Management
Colorado
$498K -$241K -2,100 -33%
MA
45
MUFG Americas
New York
$489K +$241K +2,099 +99%
IA
46
IFP Advisors
Florida
$412K +$366K +3,186 +866%
FWP
47
FAS Wealth Partners
Kansas
$382K +$379K +3,297 New
HighTower Advisors
48
HighTower Advisors
Illinois
$381K +$67.4K +587 +21%
MNA
49
Manning & Napier Advisors
New York
$340K
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$293K +$43K +374 +17%