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iShares Agency Bond ETF
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Overview Fund Activity

151 hedge funds and large institutions have $536M invested in iShares Agency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
2.01%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
29
Increased
49
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$24.8M
2
SG
2
Straightline Group
Michigan
$17.6M
3
II
3
Impact Investors
California
$14.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.55M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$39.2M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$3.47M
2
BlackRock
2
BlackRock
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.19M
4
Jane Street
4
Jane Street
New York
$978K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$3.64M
Name Market Value Shares Shares
Change 		Shares
Change %
MWPCG
26
Measured Wealth Private Client Group
New Hampshire
$4.47M 41,369 +1,625 +4%
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$3.92M 36,326 +3,497 +11%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$3.64M 33,750 -12,703 -27%
AAS
29
Avantax Advisory Services
Texas
$3.47M 32,131 -123,726 -79%
CIG
30
CHB Investment Group
Pennsylvania
$3.06M 28,370 +1,059 +4%
CFO
31
CVA Family Office
Colorado
$3.06M 28,347 +283 +1%
WI
32
WBI Investments
New Jersey
$3.05M 28,259 -850 -3%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$3.02M 27,970 – –
LPL Financial
34
LPL Financial
California
$2.93M 27,150 +330 +1%
Ameriprise
35
Ameriprise
Minnesota
$2.68M 24,801 -3,274 -12%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.63M 24,314 +14,510 +148%
HPC
37
HM Payson & Co
Maine
$2.49M 23,046 – –
SB
38
Sunflower Bank
Texas
$2.49M 23,035 – –
FF
39
Fluent Financial
Texas
$2.49M 23,033 -437 -2%
FFN
40
Focus Financial Network
Minnesota
$2.16M 20,042 +316 +2%
SSWM
41
Smith Salley Wealth Management
North Carolina
$2.1M 19,473 +19,473 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$2M 18,543 +14,630 +374%
MF
43
Montis Financial
Massachusetts
$1.85M 17,111 +17,111 New
CM
44
Columbus Macro
Pennsylvania
$1.83M 16,916 +16,916 New
CTFG
45
Capstone Triton Financial Group
Oklahoma
$1.78M 16,499 -215 -1%
GC
46
Guggenheim Capital
Illinois
$1.72M 15,912 +1,799 +13%
VCWM
47
Vista Cima Wealth Management
Arizona
$1.69M 15,641 +15,641 New
JIR
48
James Investment Research
Ohio
$1.6M 14,779 -41 -0.3%
NAM
49
NorthCrest Asset Manangement
Minnesota
$1.47M 13,659 -338 -2%
FCM
50
Fortis Capital Management
Washington
$1.45M 13,442 +769 +6%
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