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iShares Agency Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1% more funds holding

Funds holding: 147149 (+2)

3% more capital invested

Capital invested by funds: $410M → $423M (+$12.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.87% less ownership

Funds ownership: 67.86%65% (-2.9%)

20% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 55

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.36%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$4.4M +$2.5M +23,453 +129%
BCM
27
Beaumont Capital Management
Massachusetts
$4.21M +$1.68M +15,754 +66%
ACP
28
Aveo Capital Partners
Colorado
$4.15M +$3.6M +33,837 +625%
Jane Street
29
Jane Street
New York
$3.73M -$25.8M -242,617 -87%
CFO
30
CVA Family Office
Colorado
$3.03M -$7.77K -73 -0.3%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.94M -$1.6K -15 -0.1%
MWPCG
32
Measured Wealth Private Client Group
New Hampshire
$2.91M -$85.9K -807 -3%
CTFG
33
Capstone Triton Financial Group
Oklahoma
$2.91M +$18.3K +172 +0.6%
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$2.73M -$128K -1,204 -4%
HPC
35
HM Payson & Co
Maine
$2.44M
SB
36
Sunflower Bank
Texas
$2.44M
LPL Financial
37
LPL Financial
California
$2.34M -$4.37K -41 -0.2%
CI
38
Cambiar Investors
Colorado
$2.23M +$5.96K +56 +0.3%
JIR
39
James Investment Research
Ohio
$1.89M -$70.2K -659 -4%
PAG
40
Private Advisor Group
New Jersey
$1.85M -$553K -5,196 -23%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.85M +$1.04M +9,784 +127%
FFN
42
Focus Financial Network
Minnesota
$1.52M +$35K +329 +2%
PPC
43
Park Place Capital
Alabama
$1.49M +$958 +9 +0.1%
RB
44
Renasant Bank
Mississippi
$1.41M -$11K -103 -0.8%
AWM
45
Avior Wealth Management
Nebraska
$1.39M -$693K -6,514 -33%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$1.38M
API
47
Advisor Partners II
California
$1.33M +$1.34M +12,549 New
NAM
48
NorthCrest Asset Manangement
Minnesota
$1.26M -$11.2K -105 -0.9%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.24M +$344K +3,230 +38%
Cerity Partners
50
Cerity Partners
New York
$1.21M -$3.41K -32 -0.3%