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iShares Agency Bond ETF

82 hedge funds and large institutions have $323M invested in iShares Agency Bond ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 7982 (+3)

8.78% less ownership

Funds ownership: 75.72%66.94% (-8.8%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

33% less capital invested

Capital invested by funds: $482M → $323M (-$159M)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
25
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AB
26
AT Bancorp
Iowa
$2.43M +$554K +4,880 +30%
ACP
27
Ashfield Capital Partners
California
$1.74M -$128K -1,124 -7%
HPC
28
HM Payson & Co
Maine
$1.61M
LPL Financial
29
LPL Financial
California
$1.56M -$45.4K -400 -3%
MNA
30
Manning & Napier Advisors
New York
$1.54M
AA
31
Alesco Advisors
New York
$1.5M
BHB
32
Bank Hapoalim BM
Israel
$1.46M
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.06M +$1.06M +9,345 New
TA
34
Tiedemann Advisors
New York
$989K -$151K -1,329 -13%
Goldman Sachs
35
Goldman Sachs
New York
$984K +$983K +8,655 New
MA
36
MUFG Americas
New York
$942K +$51.7K +455 +6%
ECM
37
ETrade Capital Management
Virginia
$892K -$240K -2,115 -21%
EWM
38
Evercore Wealth Management
New York
$759K
ECM
39
Exchange Capital Management
Michigan
$692K -$148K -1,304 -18%
CCA
40
Checchi Capital Advisers
California
$686K +$2.38K +21 +0.3%
SPIA
41
Steward Partners Investment Advisory
New York
$683K +$681K +5,995 +35,265%
HighTower Advisors
42
HighTower Advisors
Illinois
$662K +$61.8K +544 +10%
EA
43
Efficient Advisors
Ohio
$658K -$2.16K -19 -0.3%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$610K -$66.7K -587 -10%
FWP
45
FAS Wealth Partners
Kansas
$499K +$19.4K +171 +4%
UBS AM
46
UBS AM
Illinois
$496K -$97.3K -857 -16%
GIM
47
Goelzer Investment Management
Indiana
$453K +$94.9K +835 +27%
CFG
48
Citizens Financial Group
Rhode Island
$423K +$187K +1,644 +79%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$337K -$202K -1,775 -37%
BRWA
50
B. Riley Wealth Advisors
Florida
$230K +$229K +2,015 New