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iShares Agency Bond ETF

126 hedge funds and large institutions have $299M invested in iShares Agency Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

13% more funds holding

Funds holding: 112126 (+14)

2.21% less ownership

Funds ownership: 55.09%52.88% (-2.2%)

7% less capital invested

Capital invested by funds: $321M → $299M (-$22.1M)

Holders
126
Holders Change
+14
Holders Change %
+12.5%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
42
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
26
Capstone Financial Group
Oklahoma
$2.08M +$2.08M +17,961 New
UIA
27
UBP Investment Advisors
Switzerland
$2.05M -$3.37K -29 -0.2%
C1AG
28
Client 1st Advisory Group
Florida
$1.99M +$2M +17,250 New
CI
29
Cambiar Investors
Colorado
$1.84M
Ameriprise
30
Ameriprise
Minnesota
$1.83M -$17.2K -148 -0.9%
GC
31
Guggenheim Capital
Illinois
$1.71M +$1.35M +11,601 +360%
TCWM
32
Total Clarity Wealth Management
Illinois
$1.66M +$1.67M +14,392 New
Goldman Sachs
33
Goldman Sachs
New York
$1.5M -$696 -6 -0%
AA
34
Alesco Advisors
New York
$1.43M
HighTower Advisors
35
HighTower Advisors
Illinois
$1.39M -$440K -3,790 -24%
MFG
36
MidWestOne Financial Group
Iowa
$1.38M -$26.6K -229 -2%
BFA
37
Beaumont Financial Advisors
Massachusetts
$1.31M -$485K -4,183 -27%
ACP
38
Ashfield Capital Partners
California
$1.19M +$46.3K +399 +4%
SFM
39
Signet Financial Management
New Jersey
$1.1M +$79.2K +683 +8%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.03M +$307K +2,644 +42%
RCA
41
Rowland Carmichael Advisors
Arizona
$1.02M -$25.4K -219 -2%
AG
42
Advisor Group
Arizona
$994K +$297K +2,561 +42%
AWM
43
AE Wealth Management
Kansas
$764K -$68.5K -590 -8%
VFM
44
Vivid Financial Management
California
$762K +$756K +6,512 New
EAM
45
Eagle Asset Management
Florida
$731K +$363K +3,125 +98%
GIM
46
Goelzer Investment Management
Indiana
$702K +$198K +1,706 +39%
WP
47
WealthShield Partners
North Carolina
$688K -$54.5K -470 -7%
MML Investors Services
48
MML Investors Services
Massachusetts
$681K +$64.9K +559 +10%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$668K -$3.71K -32 -0.6%
CFG
50
Citizens Financial Group
Rhode Island
$645K +$29.8K +257 +5%