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iShares Agency Bond ETF

137 hedge funds and large institutions have $420M invested in iShares Agency Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% more ownership

Funds ownership: 65.47%66.6% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less funds holding

Funds holding: 144137 (-7)

8% less capital invested

Capital invested by funds: $456M → $420M (-$36M)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
39
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$3.44M +$530K +4,939 +18%
WI
27
WBI Investments
New Jersey
$3.38M -$1.39M -12,927 -29%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$3.28M +$243K +2,263 +8%
CFO
29
CVA Family Office
Colorado
$3.12M +$30.9K +288 +1%
LPL Financial
30
LPL Financial
California
$3.06M +$146K +1,360 +5%
MWPCG
31
Measured Wealth Private Client Group
New Hampshire
$3.05M +$237K +2,208 +8%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$3.01M +$476K +4,434 +19%
HPC
33
HM Payson & Co
Maine
$2.48M
SB
34
Sunflower Bank
Texas
$2.48M
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$2.46M +$231K +2,150 +10%
FF
36
Fluent Financial
Texas
$2.15M +$2.14M +19,982 New
CI
37
Cambiar Investors
Colorado
$2.01M
FFN
38
Focus Financial Network
Minnesota
$1.96M +$199K +1,855 +11%
CTFG
39
Capstone Triton Financial Group
Oklahoma
$1.81M -$293K -2,736 -14%
PAG
40
Private Advisor Group
New Jersey
$1.74M -$366K -3,415 -17%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.69M +$432K +4,024 +35%
JIR
42
James Investment Research
Ohio
$1.67M -$49.8K -464 -3%
NAM
43
NorthCrest Asset Manangement
Minnesota
$1.38M -$12.6K -117 -0.9%
FCM
44
Fortis Capital Management
Washington
$1.36M +$1.03M +9,624 +321%
GC
45
Guggenheim Capital
Illinois
$1.33M +$126K +1,177 +11%
SG
46
Sharper & Granite
California
$1.25M -$30.6K -285 -2%
FA
47
Fiducient Advisors
Illinois
$1.23M +$1.23M +11,473 New
Cerity Partners
48
Cerity Partners
New York
$1.22M -$6.22K -58 -0.5%
UAS
49
United Asset Strategies
New York
$1.18M +$8.58K +80 +0.7%
GIM
50
Goelzer Investment Management
Indiana
$1.04M +$93.3K +870 +10%