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iShares Agency Bond ETF

152 hedge funds and large institutions have $536M invested in iShares Agency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

23% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 40

10% more funds holding

Funds holding: 138152 (+14)

7% more capital invested

Capital invested by funds: $503M → $536M (+$33.7M)

3.19% more ownership

Funds ownership: 74.43%77.62% (+3.2%)

Holders
152
Holders Change
+14
Holders Change %
+10.14%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
49
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
26
Measured Wealth Private Client Group
New Hampshire
$4.47M +$177K +1,625 +4%
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$3.92M +$380K +3,497 +11%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$3.64M -$1.38M -12,703 -27%
AAS
29
Avantax Advisory Services
Texas
$3.47M -$13.5M -123,726 -79%
CIG
30
CHB Investment Group
Pennsylvania
$3.06M +$115K +1,059 +4%
CFO
31
CVA Family Office
Colorado
$3.06M +$30.8K +283 +1%
WI
32
WBI Investments
New Jersey
$3.05M -$92.5K -850 -3%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$3.02M
LPL Financial
34
LPL Financial
California
$2.93M +$35.9K +330 +1%
Ameriprise
35
Ameriprise
Minnesota
$2.68M -$356K -3,274 -12%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.63M +$1.58M +14,510 +148%
HPC
37
HM Payson & Co
Maine
$2.49M
SB
38
Sunflower Bank
Texas
$2.49M
FF
39
Fluent Financial
Texas
$2.49M -$47.5K -437 -2%
FFN
40
Focus Financial Network
Minnesota
$2.16M +$34.4K +316 +2%
SSWM
41
Smith Salley Wealth Management
North Carolina
$2.1M +$2.12M +19,473 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$2M +$1.59M +14,630 +374%
MF
43
Montis Financial
Massachusetts
$1.85M +$1.86M +17,111 New
CM
44
Columbus Macro
Pennsylvania
$1.83M +$1.84M +16,916 New
CTFG
45
Capstone Triton Financial Group
Oklahoma
$1.78M -$23.4K -215 -1%
GC
46
Guggenheim Capital
Illinois
$1.72M +$196K +1,799 +13%
VCWM
47
Vista Cima Wealth Management
Arizona
$1.69M +$1.7M +15,641 New
JIR
48
James Investment Research
Ohio
$1.6M -$4.46K -41 -0.3%
NAM
49
NorthCrest Asset Manangement
Minnesota
$1.47M -$36.8K -338 -2%
FCM
50
Fortis Capital Management
Washington
$1.45M +$83.7K +769 +6%