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iShares Agency Bond ETF
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Overview Fund Activity

147 hedge funds and large institutions have $410M invested in iShares Agency Bond ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 18 closing their positions.

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
40
Reduced
54
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCCA
1
Mill Creek Capital Advisors
Pennsylvania
$18.1M
2
Ameriprise
2
Ameriprise
Minnesota
$15.3M
3
GDP
3
Great Diamond Partners
Maine
$8.05M
4
BlackRock
4
BlackRock
New York
$7.79M
5
JIP
5
Jaffetilchin Investment Partners
Florida
$14.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$5.47M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.68M
3
ACP
3
Aveo Capital Partners
Colorado
$579K
4
Bank of America
4
Bank of America
North Carolina
$10.1M
5
CAG
5
Csenge Advisory Group
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWPCG
26
Measured Wealth Private Client Group
New Hampshire
$3.03M 28,300 -3,556 -11%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.98M 27,840 -4,494 -14%
CTFG
28
Capstone Triton Financial Group
Oklahoma
$2.92M 27,297 -261 -0.9%
B
29
Bailard
California
$2.91M 27,176 +9,802 +56%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$2.89M 26,969 +1,734 +7%
BCM
31
Beaumont Capital Management
Massachusetts
$2.57M 24,048 -3,863 -14%
HPC
32
HM Payson & Co
Maine
$2.47M 23,046 – –
SB
33
Sunflower Bank
Texas
$2.46M 23,035 – –
PAG
34
Private Advisor Group
New Jersey
$2.43M 22,725 -855 -4%
LPL Financial
35
LPL Financial
California
$2.37M 22,182 +24 +0.1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.27M 21,243 +1,752 +9%
CI
37
Cambiar Investors
Colorado
$2.25M 21,065 -17 -0.1%
AWM
38
Avior Wealth Management
Nebraska
$2.1M 19,665 -3,788 -16%
JIR
39
James Investment Research
Ohio
$1.98M 18,529 -515 -3%
Citadel Advisors
40
Citadel Advisors
Florida
$1.94M 18,130 +13,939 +333%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.68M 15,744 -33,426 -68%
PI
42
PFS Investments
Georgia
$1.67M 15,573 -214 -1%
CFGS
43
Concourse Financial Group Securities
Alabama
$1.6M 14,920 -37 -0.2%
PPC
44
Park Place Capital
Alabama
$1.51M 14,090 -972 -6%
FFN
45
Focus Financial Network
Minnesota
$1.5M 13,999 +3,434 +33%
RB
46
Renasant Bank
Mississippi
$1.44M 13,458 -130 -1%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$1.39M 13,000 – –
MBT
48
Montecito Bank & Trust
California
$1.37M 12,838 -893 -7%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.36M 12,733 +12,733 New
NAM
50
NorthCrest Asset Manangement
Minnesota
$1.28M 11,973 -145 -1%
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