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iShares Agency Bond ETF

145 hedge funds and large institutions have $512M invested in iShares Agency Bond ETF in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

11% more funds holding

Funds holding: 131145 (+14)

2% less capital invested

Capital invested by funds: $521M → $512M (-$9.06M)

4.12% less ownership

Funds ownership: 59.74%55.63% (-4.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
145
Holders Change
+14
Holders Change %
+10.69%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
31
Increased
49
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
26
James Investment Research
Ohio
$4.93M -$384K -3,192 -7%
AAS
27
Avantax Advisory Services
Texas
$4.21M +$628K +5,214 +17%
Asset Management One
28
Asset Management One
Japan
$3.94M +$497K +4,131 +14%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.87M -$1.05M -8,749 -21%
Stifel Financial
30
Stifel Financial
Missouri
$3.41M +$268K +2,224 +8%
CI
31
Cambiar Investors
Colorado
$2.98M +$1.21M +10,063 +68%
GC
32
Guggenheim Capital
Illinois
$2.84M -$59.7K -496 -2%
HPC
33
HM Payson & Co
Maine
$2.79M
TCWM
34
Total Clarity Wealth Management
Illinois
$2.5M +$291K +2,414 +13%
Goldman Sachs
35
Goldman Sachs
New York
$2.36M +$823K +6,837 +53%
HAS
36
HBW Advisory Services
California
$2.16M +$332K +2,756 +18%
PAG
37
Private Advisor Group
New Jersey
$1.89M +$1.51M +12,509 +379%
RB
38
Renasant Bank
Mississippi
$1.8M +$1.81M +15,042 New
UIA
39
UBP Investment Advisors
Switzerland
$1.79M +$94.6K +786 +6%
AI
40
AdvisorShares Investments
Maryland
$1.78M -$566K -4,699 -24%
PI
41
PFS Investments
Georgia
$1.76M +$624K +5,187 +54%
SFM
42
Signet Financial Management
New Jersey
$1.71M +$105K +870 +6%
KAS
43
Kestra Advisory Services
Texas
$1.64M +$322K +2,675 +24%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.54M -$134K -1,109 -8%
HH
45
Hilltop Holdings
Texas
$1.37M -$458K -3,804 -25%
AFWM
46
AMJ Financial Wealth Management
Virginia
$1.34M -$5.1M -42,346 -79%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.32M +$370K +3,074 +39%
ACP
48
Ashfield Capital Partners
California
$1.29M +$32.6K +271 +3%
WP
49
WealthSource Partners
California
$1.27M -$12.3K -102 -0.9%
SWM
50
Strategic Wealth Management
Washington
$1.27M -$18.1K -150 -1%