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iShares Agency Bond ETF

138 hedge funds and large institutions have $503M invested in iShares Agency Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $420M → $503M (+$82.3M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

7.84% more ownership

Funds ownership: 66.6%74.43% (+7.8%)

1% more funds holding

Funds holding: 137138 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% 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
11
Increased
43
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$5.13M -$72.6K -663 -1%
Jane Street
27
Jane Street
New York
$4.92M -$2.89M -26,389 -37%
MWPCG
28
Measured Wealth Private Client Group
New Hampshire
$4.39M +$1.25M +11,445 +40%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$3.62M +$262K +2,389 +8%
WI
30
WBI Investments
New Jersey
$3.21M -$249K -2,273 -7%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$3.1M +$11.6K +106 +0.4%
Ameriprise
32
Ameriprise
Minnesota
$3.1M -$423K -3,866 -12%
CFO
33
CVA Family Office
Colorado
$3.1M -$104K -946 -3%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$3.1M +$566K +5,170 +23%
CIG
35
CHB Investment Group
Pennsylvania
$3.02M +$2.99M +27,311 New
LPL Financial
36
LPL Financial
California
$2.96M -$176K -1,607 -6%
FF
37
Fluent Financial
Texas
$2.59M +$382K +3,488 +17%
HPC
38
HM Payson & Co
Maine
$2.54M
SB
39
Sunflower Bank
Texas
$2.54M
FFN
40
Focus Financial Network
Minnesota
$2.18M +$184K +1,684 +9%
CTFG
41
Capstone Triton Financial Group
Oklahoma
$1.85M -$9.85K -90 -0.5%
JIR
42
James Investment Research
Ohio
$1.64M -$71.9K -657 -4%
GC
43
Guggenheim Capital
Illinois
$1.56M +$193K +1,765 +14%
NAM
44
NorthCrest Asset Manangement
Minnesota
$1.55M +$127K +1,161 +9%
FCM
45
Fortis Capital Management
Washington
$1.4M +$6.02K +55 +0.4%
IP
46
Ignite Planners
California
$1.35M +$460K +4,199 +52%
Cerity Partners
47
Cerity Partners
New York
$1.28M +$27.7K +253 +2%
FA
48
Fiducient Advisors
Illinois
$1.27M
SG
49
Sharper & Granite
California
$1.26M -$24.1K -220 -2%
PAG
50
Private Advisor Group
New Jersey
$1.22M -$555K -5,068 -31%