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iShares Agency Bond ETF
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Overview Fund Activity

149 hedge funds and large institutions have $423M invested in iShares Agency Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
44
Reduced
55
Closed
16
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$51.9M
2
PFO
2
Pathstone Family Office
New Jersey
$9.25M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.62M
4
ACP
4
Aveo Capital Partners
Colorado
$4.15M
5
AAS
5
Avantax Advisory Services
Texas
$11.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.73M
2
RJA
2
Raymond James & Associates
Florida
$15.9M
3
B
3
Bailard
California
$0
4
Ameriprise
4
Ameriprise
Minnesota
$12.2M
5
CFGS
5
Concourse Financial Group Securities
Alabama
$51.5K
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$4.4M 41,583 +23,453 +129%
BCM
27
Beaumont Capital Management
Massachusetts
$4.21M 39,802 +15,754 +66%
ACP
28
Aveo Capital Partners
Colorado
$4.15M 39,254 +33,837 +625%
Jane Street
29
Jane Street
New York
$3.73M 35,231 -242,617 -87%
CFO
30
CVA Family Office
Colorado
$3.03M 28,599 -73 -0.3%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.94M 27,825 -15 -0.1%
MWPCG
32
Measured Wealth Private Client Group
New Hampshire
$2.91M 27,493 -807 -3%
CTFG
33
Capstone Triton Financial Group
Oklahoma
$2.91M 27,469 +172 +0.6%
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$2.73M 25,765 -1,204 -4%
HPC
35
HM Payson & Co
Maine
$2.44M 23,046 – –
SB
36
Sunflower Bank
Texas
$2.44M 23,035 – –
LPL Financial
37
LPL Financial
California
$2.34M 22,141 -41 -0.2%
CI
38
Cambiar Investors
Colorado
$2.23M 21,121 +56 +0.3%
JIR
39
James Investment Research
Ohio
$1.89M 17,870 -659 -4%
PAG
40
Private Advisor Group
New Jersey
$1.85M 17,529 -5,196 -23%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.85M 17,490 +9,784 +127%
FFN
42
Focus Financial Network
Minnesota
$1.52M 14,328 +329 +2%
PPC
43
Park Place Capital
Alabama
$1.49M 14,099 +9 +0.1%
RB
44
Renasant Bank
Mississippi
$1.41M 13,355 -103 -0.8%
AWM
45
Avior Wealth Management
Nebraska
$1.39M 13,151 -6,514 -33%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$1.38M 13,000 – –
API
47
Advisor Partners II
California
$1.33M 12,549 +12,549 New
NAM
48
NorthCrest Asset Manangement
Minnesota
$1.26M 11,868 -105 -0.9%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.24M 11,727 +3,230 +38%
Cerity Partners
50
Cerity Partners
New York
$1.21M 11,460 -32 -0.3%
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