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iShares Agency Bond ETF

99 hedge funds and large institutions have $313M invested in iShares Agency Bond ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

21% more funds holding

Funds holding: 8299 (+17)

2% more capital invested

Capital invested by funds: $307M → $313M (+$6.01M)

0.36% more ownership

Funds ownership: 65.21%65.58% (+0.36%)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
27
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
26
HM Payson & Co
Maine
$1.6M
MA
27
MUFG Americas
New York
$1.54M -$178K -1,572 -10%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.54M -$17.5K -154 -1%
RA
29
RFG Advisory
Alabama
$1.45M +$1.46M +12,841 New
AA
30
Alesco Advisors
New York
$1.4M
LPL Financial
31
LPL Financial
California
$1.38M -$73.5K -648 -5%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.11M +$51.1K +451 +5%
TA
33
Tiedemann Advisors
New York
$981K +$14.8K +131 +2%
W
34
WealthShield
North Carolina
$971K +$975K +8,603 New
WP
35
WealthShield Partners
North Carolina
$971K +$975K +8,603 New
EWM
36
Evercore Wealth Management
New York
$970K +$214K +1,885 +28%
WI
37
WBI Investments
New Jersey
$966K +$968K +8,537 New
GIM
38
Goelzer Investment Management
Indiana
$923K +$32.2K +284 +4%
ECM
39
ETrade Capital Management
Virginia
$848K +$25.5K +225 +3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$719K +$721K +6,360 New
HighTower Advisors
41
HighTower Advisors
Illinois
$710K +$49.9K +440 +7%
CCA
42
Checchi Capital Advisers
California
$705K +$12.7K +112 +2%
EA
43
Efficient Advisors
Ohio
$646K +$5.78K +51 +0.9%
LWS
44
Lucia Wealth Services
California
$633K +$634K +5,597 New
CFG
45
Citizens Financial Group
Rhode Island
$607K +$90.9K +802 +18%
Goldman Sachs
46
Goldman Sachs
New York
$542K -$195K -1,716 -26%
UBS AM
47
UBS AM
Illinois
$472K -$18.1K -160 -4%
WT
48
Whittier Trust
California
$450K +$44.7K +394 +11%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$445K +$94.7K +835 +27%
FWP
50
FAS Wealth Partners
Kansas
$440K +$22K +194 +5%