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iShares Agency Bond ETF
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Overview Fund Activity

143 hedge funds and large institutions have $453M invested in iShares Agency Bond ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 17 closing their positions.

Holders
143
Holders Change
+17
Holders Change %
+13.49%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.15%
New
36
Increased
47
Reduced
39
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$97.8M
2
Charles Schwab
2
Charles Schwab
California
$55.2M
3
Bank of America
3
Bank of America
North Carolina
$21.3M
4
CFG
4
Capstone Financial Group
Oklahoma
$7.22M
5
CAN
5
Claraphi Advisory Network
United States
$5.06M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BlackRock
2
BlackRock
New York
$0
3
KCM
3
Karp Capital Management
California
$238K
4
Jane Street
4
Jane Street
New York
$5.64M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.18M +$3.11M +25,774 +289%
LPL Financial
27
LPL Financial
California
$3.89M -$147K -1,222 -4%
ACP
28
Aveo Capital Partners
Colorado
$3.14M +$3.14M +26,008 New
HPC
29
HM Payson & Co
Maine
$2.81M – – –
Baird Financial Group
30
Baird Financial Group
Wisconsin
$2.77M +$2.4M +19,921 +648%
Ameriprise
31
Ameriprise
Minnesota
$2.7M +$791K +6,559 +41%
GC
32
Guggenheim Capital
Illinois
$2.67M +$887K +7,356 +50%
SMG
33
Smart Money Group
Texas
$2.39M +$2.39M +21,827 New
HH
34
Hilltop Holdings
Texas
$2.25M -$566K -4,691 -20%
Asset Management One
35
Asset Management One
Japan
$2.13M -$341K -2,826 -14%
AI
36
AdvisorShares Investments
Maryland
$2.11M +$2.11M +17,500 New
C1AG
37
Client 1st Advisory Group
Florida
$2.1M +$21.2K +176 +1%
IWS
38
Insight Wealth Strategies
California
$1.91M +$1.91M +15,875 New
CI
39
Cambiar Investors
Colorado
$1.89M -$28.8K -239 -2%
TCWM
40
Total Clarity Wealth Management
Illinois
$1.88M +$144K +1,190 +8%
CFG
41
Cooper Financial Group
California
$1.8M -$780K -6,468 -30%
UIA
42
UBP Investment Advisors
Switzerland
$1.79M -$349K -2,896 -16%
CAGAS
43
Capital Advisory Group Advisory Services
Minnesota
$1.74M +$1.74M +14,452 New
BFA
44
Beaumont Financial Advisors
Massachusetts
$1.73M +$384K +3,188 +29%
Goldman Sachs
45
Goldman Sachs
New York
$1.48M -$91.9K -762 -6%
SFM
46
Signet Financial Management
New Jersey
$1.39M +$245K +2,024 +21%
ACP
47
Ashfield Capital Partners
California
$1.27M +$29.5K +245 +2%
Citadel Advisors
48
Citadel Advisors
Florida
$1.14M +$843K +6,995 +288%
MFG
49
MidWestOne Financial Group
Iowa
$995K -$447K -3,707 -31%
RA
50
RFG Advisory
Alabama
$959K +$450K +3,730 +88%
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