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iShares Agency Bond ETF

99 hedge funds and large institutions have $297M invested in iShares Agency Bond ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0% more funds holding

Funds holding: 9999 (0)

0.27% less ownership

Funds ownership: 65.58%65.31% (-0.27%)

5% less capital invested

Capital invested by funds: $313M → $297M (-$15.9M)

Holders
99
Holders Change
Holders Change %
0%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
33
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
Cambiar Investors
Colorado
$1.77M -$149K -1,335 -8%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$1.77M -$900K -8,044 -34%
ACP
28
Ashfield Capital Partners
California
$1.5M -$141K -1,263 -9%
AA
29
Alesco Advisors
New York
$1.39M
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.13M +$33.7K +301 +3%
ZB
31
Zions Bancorporation
Utah
$1.09M -$555K -4,962 -34%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.05M -$478K -4,271 -31%
TA
33
Tiedemann Advisors
New York
$995K +$23K +206 +2%
EWM
34
Evercore Wealth Management
New York
$961K
GIM
35
Goelzer Investment Management
Indiana
$939K +$25.1K +224 +3%
WP
36
WealthShield Partners
North Carolina
$928K -$35.8K -320 -4%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$915K +$474K +4,239 +108%
BHB
38
Bank Hapoalim BM
Israel
$881K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$833K +$535K +4,780 +180%
HighTower Advisors
40
HighTower Advisors
Illinois
$760K +$50.6K +452 +7%
CCA
41
Checchi Capital Advisers
California
$687K -$10.8K -97 -2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$674K -$37.7K -337 -5%
ECM
43
ETrade Capital Management
Virginia
$642K -$198K -1,769 -24%
EA
44
Efficient Advisors
Ohio
$636K -$4.03K -36 -0.6%
MA
45
MUFG Americas
New York
$612K -$913K -8,167 -60%
BFA
46
Beaumont Financial Advisors
Massachusetts
$511K +$510K +4,559 New
FWP
47
FAS Wealth Partners
Kansas
$508K +$71.6K +640 +16%
CFG
48
Citizens Financial Group
Rhode Island
$485K -$116K -1,041 -19%
WT
49
Whittier Trust
California
$377K -$68.6K -613 -15%
Ameriprise
50
Ameriprise
Minnesota
$346K +$38.8K +347 +13%