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iShares Agency Bond ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$78.1M
2
CTFG
2
Capstone Triton Financial Group
Oklahoma
$12.4M
3
DFG
3
Demars Financial Group
Washington
$9.16M
4
Ameriprise
4
Ameriprise
Minnesota
$18.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$43.8M
2
BlackRock
2
BlackRock
New York
$7.65M
3
AFWM
3
AMJ Financial Wealth Management
Virginia
$1.35M
4
SS
4
Simplicity Solutions
Minnesota
$0
5
SMG
5
Smart Money Group
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JIR
26
James Investment Research
Ohio
$4.93M 41,217 -3,192 -7%
AAS
27
Avantax Advisory Services
Texas
$4.21M 35,220 +5,214 +17%
Asset Management One
28
Asset Management One
Japan
$3.94M 32,964 +4,131 +14%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.87M 32,397 -8,749 -21%
Stifel Financial
30
Stifel Financial
Missouri
$3.41M 28,514 +2,224 +8%
CI
31
Cambiar Investors
Colorado
$2.98M 24,900 +10,063 +68%
GC
32
Guggenheim Capital
Illinois
$2.84M 23,733 -496 -2%
HPC
33
HM Payson & Co
Maine
$2.79M 23,296 – –
TCWM
34
Total Clarity Wealth Management
Illinois
$2.5M 20,865 +2,414 +13%
Goldman Sachs
35
Goldman Sachs
New York
$2.36M 19,766 +6,837 +53%
HAS
36
HBW Advisory Services
California
$2.16M 18,064 +2,756 +18%
PAG
37
Private Advisor Group
New Jersey
$1.89M 15,810 +12,509 +379%
RB
38
Renasant Bank
Mississippi
$1.8M 15,042 +15,042 New
UIA
39
UBP Investment Advisors
Switzerland
$1.8M 15,015 +786 +6%
AI
40
AdvisorShares Investments
Maryland
$1.78M 14,924 -4,699 -24%
PI
41
PFS Investments
Georgia
$1.76M 14,809 +5,187 +54%
SFM
42
Signet Financial Management
New Jersey
$1.71M 14,339 +870 +6%
KAS
43
Kestra Advisory Services
Texas
$1.64M 13,680 +2,675 +24%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.54M 12,871 -1,109 -8%
HH
45
Hilltop Holdings
Texas
$1.37M 11,457 -3,804 -25%
AFWM
46
AMJ Financial Wealth Management
Virginia
$1.35M 11,247 -42,346 -79%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.32M 11,033 +3,074 +39%
ACP
48
Ashfield Capital Partners
California
$1.29M 10,790 +271 +3%
WP
49
WealthSource Partners
California
$1.27M 10,649 -102 -0.9%
SWM
50
Strategic Wealth Management
Washington
$1.27M 10,599 -150 -1%
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