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iShares Agency Bond ETF

142 hedge funds and large institutions have $350M invested in iShares Agency Bond ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $332M → $350M (+$17.6M)

3.54% more ownership

Funds ownership: 56.9%60.44% (+3.5%)

0% more funds holding

Funds holding: 142142 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

29% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 52

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
37
Reduced
52
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Avior Wealth Management
Nebraska
$2.83M +$29.1K +273 +1%
BCM
27
Beaumont Capital Management
Massachusetts
$2.64M -$15.3K -144 -0.6%
LPL Financial
28
LPL Financial
California
$2.59M +$9.15K +86 +0.4%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$2.52M +$80.3K +755 +3%
WI
30
WBI Investments
New Jersey
$2.47M -$152K -1,432 -6%
HPC
31
HM Payson & Co
Maine
$2.45M
SB
32
Sunflower Bank
Texas
$2.45M
Nomura Asset Management
33
Nomura Asset Management
Japan
$2.28M
CI
34
Cambiar Investors
Colorado
$2.2M
PAG
35
Private Advisor Group
New Jersey
$2.19M +$799K +7,510 +31%
JIR
36
James Investment Research
Ohio
$1.91M -$44.8K -421 -2%
API
37
Advisor Partners II
California
$1.79M +$1.79M +16,863 New
Osaic Holdings
38
Osaic Holdings
Arizona
$1.66M +$138K +1,293 +9%
PI
39
PFS Investments
Georgia
$1.65M -$96.6K -908 -6%
PPC
40
Park Place Capital
Alabama
$1.61M +$1.61M +15,149 New
KAS
41
Kestra Advisory Services
Texas
$1.61M -$153K -1,439 -9%
NRI
42
NFP Retirement Inc
California
$1.6M -$1.44M -13,520 -47%
CAN
43
Cetera Advisor Networks
California
$1.52M +$1.05M +9,865 +221%
RB
44
Renasant Bank
Mississippi
$1.45M
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$1.38M +$1.38M +13,000 New
Cerity Partners
46
Cerity Partners
New York
$1.25M +$1.25M +11,746 New
GIM
47
Goelzer Investment Management
Indiana
$1.15M +$6.49K +61 +0.6%
SPC
48
Sigma Planning Corp
Michigan
$1.15M -$44.2K -415 -4%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$981K -$124K -1,161 -11%
JP Morgan Chase
50
JP Morgan Chase
New York
$888K -$4.04K -38 -0.5%