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iShares Agency Bond ETF

143 hedge funds and large institutions have $360M invested in iShares Agency Bond ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.55% less ownership

Funds ownership: 60.96%58.4% (-2.6%)

6% less funds holding

Funds holding: 152143 (-9)

11% less capital invested

Capital invested by funds: $405M → $360M (-$45.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

42% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 60

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
35
Reduced
60
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
26
Measured Wealth Private Client Group
New Hampshire
$3.07M -$2.14M -19,377 -41%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.98M -$190K -1,725 -6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.98M +$205K +1,854 +7%
WI
29
WBI Investments
New Jersey
$2.9M +$143K +1,299 +5%
PAG
30
Private Advisor Group
New Jersey
$2.78M -$170K -1,541 -6%
IA
31
IFP Advisors
Florida
$2.77M
LPL Financial
32
LPL Financial
California
$2.71M -$352K -3,191 -11%
BCM
33
Beaumont Capital Management
Massachusetts
$2.7M -$149K -1,352 -5%
HPC
34
HM Payson & Co
Maine
$2.54M
HWAM
35
Hennion & Walsh Asset Management
New Jersey
$2.38M +$183K +1,657 +8%
CI
36
Cambiar Investors
Colorado
$2.28M -$19.1K -173 -0.8%
HH
37
Hilltop Holdings
Texas
$2.21M +$520K +4,710 +31%
JIR
38
James Investment Research
Ohio
$2.11M -$83.4K -756 -4%
PI
39
PFS Investments
Georgia
$1.9M -$178K -1,613 -9%
KAS
40
Kestra Advisory Services
Texas
$1.77M -$220K -1,997 -11%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.75M -$892K -8,086 -34%
RB
42
Renasant Bank
Mississippi
$1.51M -$165K -1,493 -10%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.49M -$6.99M -63,332 -82%
ACP
44
Ashfield Capital Partners
California
$1.35M -$28.7K -260 -2%
SB
45
Sunflower Bank
Texas
$1.28M
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$1.27M +$38.4K +348 +3%
TWM
47
TriaGen Wealth Management
California
$1.26M +$40.6K +368 +3%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.05M -$87.3K -791 -8%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.04M -$315K -2,856 -23%
SPC
50
Sigma Planning Corp
Michigan
$997K -$90.5K -820 -8%