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iShares Agency Bond ETF

147 hedge funds and large institutions have $374M invested in iShares Agency Bond ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 157147 (-10)

16.37% less ownership

Funds ownership: 68.17%51.8% (-16%)

27% less capital invested

Capital invested by funds: $512M → $374M (-$138M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
57
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
26
James Investment Research
Ohio
$3.75M -$475K -4,022 -11%
PGA
27
Portland Global Advisors
Maine
$3.4M +$534K +4,516 +19%
5L
28
55I LLC
Massachusetts
$2.75M -$137K -1,155 -5%
HPC
29
HM Payson & Co
Maine
$2.73M
GC
30
Guggenheim Capital
Illinois
$2.7M -$49.5K -419 -2%
CI
31
Cambiar Investors
Colorado
$2.47M +$194K +1,645 +9%
HAS
32
HBW Advisory Services
California
$2.32M +$182K +1,536 +8%
SB
33
Sunflower Bank
Texas
$2.28M +$1.61M +13,620 +241%
TCWM
34
Total Clarity Wealth Management
Illinois
$2.21M -$105K -890 -5%
IA
35
IFP Advisors
Florida
$2.09M +$192K +1,621 +10%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.05M +$492K +4,163 +32%
WI
37
WBI Investments
New Jersey
$2.04M +$1.2M +10,160 +144%
PAG
38
Private Advisor Group
New Jersey
$1.92M -$37K -313 -2%
PI
39
PFS Investments
Georgia
$1.9M -$205K -1,738 -10%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.84M +$302K +2,559 +20%
KAS
41
Kestra Advisory Services
Texas
$1.83M +$57.3K +485 +3%
RB
42
Renasant Bank
Mississippi
$1.81M +$43.3K +366 +2%
UIA
43
UBP Investment Advisors
Switzerland
$1.81M -$49.2K -416 -3%
AI
44
AdvisorShares Investments
Maryland
$1.68M +$1.06M +8,940 +170%
OC
45
Oppenheimer & Co
New York
$1.64M +$1.64M +13,834 New
WP
46
WealthSource Partners
California
$1.48M -$426K -3,602 -22%
HHRDM
47
H&H Retirement Design & Management
Nevada
$1.46M -$18.2K -154 -1%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.45M -$19.7K -167 -1%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.45M +$131K +1,105 +10%
MIH
50
Meitav Investment House
Israel
$1.45M +$24.3K +206 +2%