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iShares Agency Bond ETF
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Overview Fund Activity

144 hedge funds and large institutions have $425M invested in iShares Agency Bond ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
46
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$67.7M
2
Jane Street
2
Jane Street
New York
$26.9M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$11.3M
4
EWM
4
Executive Wealth Management
Michigan
$8.05M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.32M

Top Sellers

1
PFO
1
Pathstone Family Office
New Jersey
$0
2
Ameriprise
2
Ameriprise
Minnesota
$3.53M
3
BA
3
Bridge Advisory
California
$0
4
WI
4
WBI Investments
New Jersey
$0
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFO
26
CVA Family Office
Colorado
$3.1M 28,672 +28,672 New
BCM
27
Beaumont Capital Management
Massachusetts
$3.02M 27,911 +3,136 +13%
CTFG
28
Capstone Triton Financial Group
Oklahoma
$2.98M 27,558 -5,860 -18%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$2.73M 25,235 +1,565 +7%
PAG
30
Private Advisor Group
New Jersey
$2.55M 23,580 -8,286 -26%
AWM
31
Avior Wealth Management
Nebraska
$2.54M 23,453 -3,112 -12%
HPC
32
HM Payson & Co
Maine
$2.49M 23,046 – –
SB
33
Sunflower Bank
Texas
$2.49M 23,035 – –
LPL Financial
34
LPL Financial
California
$2.4M 22,158 -2,180 -9%
CI
35
Cambiar Investors
Colorado
$2.28M 21,082 +373 +2%
JIR
36
James Investment Research
Ohio
$2.06M 19,044 +1,103 +6%
B
37
Bailard
California
$1.88M 17,374 +9,830 +130%
PI
38
PFS Investments
Georgia
$1.72M 15,787 +266 +2%
CAN
39
Cetera Advisor Networks
California
$1.66M 15,305 +978 +7%
PPC
40
Park Place Capital
Alabama
$1.63M 15,062 -87 -0.6%
CFGS
41
Concourse Financial Group Securities
Alabama
$1.62M 14,957 +14,370 +2,448%
MBT
42
Montecito Bank & Trust
California
$1.49M 13,731 +10,893 +384%
RB
43
Renasant Bank
Mississippi
$1.47M 13,588 -50 -0.4%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$1.41M 13,000 – –
KAS
45
Kestra Advisory Services
Texas
$1.37M 12,701 -2,433 -16%
NAM
46
NorthCrest Asset Manangement
Minnesota
$1.31M 12,118 +12,118 New
NRI
47
NFP Retirement Inc
California
$1.29M 11,895 -3,120 -21%
Cerity Partners
48
Cerity Partners
New York
$1.29M 11,893 +147 +1%
FFN
49
Focus Financial Network
Minnesota
$1.14M 10,565 +10,565 New
SPC
50
Sigma Planning Corp
Michigan
$1.14M 10,526 -310 -3%
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