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iShares Agency Bond ETF
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Overview Fund Activity

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.

Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
1.99%
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
–

Top Buyers

1
FA
1
Faithward Advisors
Pennsylvania
$18M
2
Jane Street
2
Jane Street
New York
$7.64M
3
UBS Group
3
UBS Group
Switzerland
$8.33M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$31.9M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$37.9M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$114K
2
BlackRock
2
BlackRock
New York
$6.27M
3
EWM
3
Executive Wealth Management
Michigan
$0
4
ACM
4
Andina Capital Management
Utah
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$302K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$3.44M 31,941 +4,939 +18%
WI
27
WBI Investments
New Jersey
$3.38M 31,382 -12,927 -29%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$3.28M 30,440 +2,263 +8%
CFO
29
CVA Family Office
Colorado
$3.12M 29,010 +288 +1%
LPL Financial
30
LPL Financial
California
$3.06M 28,427 +1,360 +5%
MWPCG
31
Measured Wealth Private Client Group
New Hampshire
$3.05M 28,299 +2,208 +8%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$3.01M 28,015 +4,434 +19%
HPC
33
HM Payson & Co
Maine
$2.48M 23,046 – –
SB
34
Sunflower Bank
Texas
$2.48M 23,035 – –
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$2.46M 22,800 +2,150 +10%
FF
36
Fluent Financial
Texas
$2.15M 19,982 +19,982 New
CI
37
Cambiar Investors
Colorado
$2.01M 18,638 – –
FFN
38
Focus Financial Network
Minnesota
$1.96M 18,042 +1,855 +11%
CTFG
39
Capstone Triton Financial Group
Oklahoma
$1.81M 16,804 -2,736 -14%
PAG
40
Private Advisor Group
New Jersey
$1.74M 16,155 -3,415 -17%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.69M 15,664 +4,024 +35%
JIR
42
James Investment Research
Ohio
$1.67M 15,477 -464 -3%
NAM
43
NorthCrest Asset Manangement
Minnesota
$1.38M 12,836 -117 -0.9%
FCM
44
Fortis Capital Management
Washington
$1.36M 12,618 +9,624 +321%
GC
45
Guggenheim Capital
Illinois
$1.33M 12,348 +1,177 +11%
SG
46
Sharper & Granite
California
$1.25M 11,647 -285 -2%
FA
47
Fiducient Advisors
Illinois
$1.23M 11,473 +11,473 New
Cerity Partners
48
Cerity Partners
New York
$1.22M 11,327 -58 -0.5%
UAS
49
United Asset Strategies
New York
$1.18M 10,940 +80 +0.7%
GIM
50
Goelzer Investment Management
Indiana
$1.04M 9,626 +870 +10%
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