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iShares Agency Bond ETF

135 hedge funds and large institutions have $449M invested in iShares Agency Bond ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

1% less capital invested

Capital invested by funds: $453M → $449M (-$3.24M)

1.06% less ownership

Funds ownership: 57.75%56.69% (-1.1%)

6% less funds holding

Funds holding: 143135 (-8)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
135
Holders Change
-8
Holders Change %
-5.59%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
17
Increased
54
Reduced
41
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
26
Rehmann Capital Advisory Group
Michigan
$4.24M -$4.97M -41,163 -54%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.22M +$17K +141 +0.4%
Asset Management One
28
Asset Management One
Japan
$3.62M +$1.47M +12,177 +69%
Jane Street
29
Jane Street
New York
$3.05M -$2.61M -21,599 -46%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$2.93M +$142K +1,177 +5%
SWP
31
Stratos Wealth Partners
Ohio
$2.86M -$2.19M -18,162 -43%
GC
32
Guggenheim Capital
Illinois
$2.84M +$154K +1,275 +6%
HPC
33
HM Payson & Co
Maine
$2.82M
AI
34
AdvisorShares Investments
Maryland
$2.57M +$454K +3,758 +21%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.46M -$3.44M -28,517 -58%
HH
36
Hilltop Holdings
Texas
$2.26M +$5.07K +42 +0.2%
IWS
37
Insight Wealth Strategies
California
$2.22M +$294K +2,438 +15%
SWM
38
Strategic Wealth Management
Washington
$2.21M +$2.2M +18,246 New
SMG
39
Smart Money Group
Texas
$1.99M -$647K -5,360 -25%
CI
40
Cambiar Investors
Colorado
$1.87M -$27.5K -228 -1%
TCWM
41
Total Clarity Wealth Management
Illinois
$1.83M -$58.1K -481 -3%
UIA
42
UBP Investment Advisors
Switzerland
$1.82M +$30.2K +250 +2%
AAS
43
Avantax Advisory Services
Texas
$1.66M +$1.37M +11,389 +486%
Goldman Sachs
44
Goldman Sachs
New York
$1.56M +$70.8K +587 +5%
SFM
45
Signet Financial Management
New Jersey
$1.43M +$25.9K +215 +2%
ACP
46
Ashfield Capital Partners
California
$1.27M -$7.48K -62 -0.6%
CC
47
Copperleaf Capital
North Carolina
$1.18M +$1.18M +9,756 New
BFA
48
Beaumont Financial Advisors
Massachusetts
$1.13M -$610K -5,057 -35%
RA
49
RFG Advisory
Alabama
$1.04M +$73.6K +610 +8%
WP
50
WealthSource Partners
California
$1.04M +$747K +6,192 +261%