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iShares Agency Bond ETF
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Overview Fund Activity

154 hedge funds and large institutions have $471M invested in iShares Agency Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 71 reducing their positions, and 14 closing their positions.

Holders
154
Holders Change
+5
Holders Change %
+3.36%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
35
Reduced
71
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$36.8M
2
AI
2
Arvest Investments
Arkansas
$10.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.8M
4
ACM
4
Andina Capital Management
Utah
$3.72M
5
Ameriprise
5
Ameriprise
Minnesota
$15.9M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$24.4M
2
AssetMark Inc
2
AssetMark Inc
California
$50.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.64M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$13.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.45M 41,004 -15,261 -27%
BCM
27
Beaumont Capital Management
Massachusetts
$4.27M 39,365 -437 -1%
Jane Street
28
Jane Street
New York
$4.23M 38,985 +3,754 +11%
ACP
29
Aveo Capital Partners
Colorado
$4M 36,925 -2,329 -6%
ACM
30
Andina Capital Management
Utah
$3.72M 34,295 +34,295 New
CFO
31
CVA Family Office
Colorado
$3.16M 29,128 +529 +2%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$2.9M 26,768 +1,003 +4%
MWPCG
33
Measured Wealth Private Client Group
New Hampshire
$2.9M 26,725 -768 -3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.55M 23,499 -4,326 -16%
HPC
35
HM Payson & Co
Maine
$2.5M 23,046 – –
SB
36
Sunflower Bank
Texas
$2.5M 23,035 – –
CTFG
37
Capstone Triton Financial Group
Oklahoma
$2.43M 22,404 -5,065 -18%
LPL Financial
38
LPL Financial
California
$2.42M 22,336 +195 +0.9%
CI
39
Cambiar Investors
Colorado
$2.29M 21,159 +38 +0.2%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$2.24M 20,650 +7,650 +59%
PAG
41
Private Advisor Group
New Jersey
$2.17M 20,026 +2,497 +14%
JIR
42
James Investment Research
Ohio
$1.82M 16,752 -1,118 -6%
Citadel Advisors
43
Citadel Advisors
Florida
$1.64M 15,164 -26,419 -64%
FFN
44
Focus Financial Network
Minnesota
$1.63M 15,000 +672 +5%
NAM
45
NorthCrest Asset Manangement
Minnesota
$1.27M 11,678 -190 -2%
SG
46
Sharper & Granite
California
$1.19M 11,020 +2,785 +34%
WP
47
WealthSource Partners
California
$1.19M 10,945 +10,945 New
UAS
48
United Asset Strategies
New York
$1.13M 10,459 +4,427 +73%
Cerity Partners
49
Cerity Partners
New York
$1.11M 10,262 -1,198 -10%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$1.08M 9,927 -7,563 -43%
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