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iShares Agency Bond ETF
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Overview Fund Activity

156 hedge funds and large institutions have $512M invested in iShares Agency Bond ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 15 closing their positions.

Holders
156
Holders Change
+11
Holders Change %
+7.59%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
57
Reduced
43
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$102M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$25.9M
4
5L
4
55I LLC
Massachusetts
$2.87M
5
Asset Management One
5
Asset Management One
Japan
$6.26M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$5.96M
2
DFG
2
Demars Financial Group
Washington
$506K
3
BlackRock
3
BlackRock
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$601K
5
UBS Group
5
UBS Group
Switzerland
$6.41M
Name Market Value Shares Shares
Change 		Shares
Change %
JIR
26
James Investment Research
Ohio
$4.2M 35,689 -5,528 -13%
5L
27
55I LLC
Massachusetts
$2.87M 24,348 +24,348 New
PGA
28
Portland Global Advisors
Maine
$2.85M 24,170 +14,502 +150%
GC
29
Guggenheim Capital
Illinois
$2.74M 23,233 -500 -2%
HPC
30
HM Payson & Co
Maine
$2.71M 23,046 -250 -1%
AWM
31
AE Wealth Management
Kansas
$2.69M 22,849 +17,985 +370%
TCWM
32
Total Clarity Wealth Management
Illinois
$2.31M 19,603 -1,262 -6%
CI
33
Cambiar Investors
Colorado
$2.27M 19,250 -5,650 -23%
HAS
34
HBW Advisory Services
California
$2.13M 18,092 +28 +0.2%
PI
35
PFS Investments
Georgia
$2.09M 17,756 +2,947 +20%
PAG
36
Private Advisor Group
New Jersey
$1.95M 16,550 +740 +5%
WP
37
WealthSource Partners
California
$1.9M 16,109 +5,460 +51%
IA
38
IFP Advisors
Florida
$1.89M 16,085 +15,966 +13,417%
SFM
39
Signet Financial Management
New Jersey
$1.88M 15,933 +1,594 +11%
UIA
40
UBP Investment Advisors
Switzerland
$1.85M 15,721 +706 +5%
CAL
41
Capital Analysts LLC
Pennsylvania
$1.8M 15,306 +14,729 +2,553%
KAS
42
Kestra Advisory Services
Texas
$1.77M 15,016 +1,336 +10%
RB
43
Renasant Bank
Mississippi
$1.76M 14,937 -105 -0.7%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.55M 13,121 +250 +2%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$1.53M 13,027 +1,994 +18%
ACP
46
Ashfield Capital Partners
California
$1.5M 12,713 +1,923 +18%
HHRDM
47
H&H Retirement Design & Management
Nevada
$1.47M 12,446 +12,446 New
MML Investors Services
48
MML Investors Services
Massachusetts
$1.46M 12,405 +2,176 +21%
BFA
49
Beaumont Financial Advisors
Massachusetts
$1.36M 13,874 +13,874 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.31M 11,141 +4,226 +61%
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