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iShares Agency Bond ETF

72 hedge funds and large institutions have $440M invested in iShares Agency Bond ETF in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

33% more capital invested

Capital invested by funds: $332M → $440M (+$109M)

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

6% more funds holding

Funds holding: 6872 (+4)

0.47% more ownership

Funds ownership: 69.88%70.36% (+0.47%)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.08%
New
15
Increased
24
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
51
Lazard Asset Management
New York
$185K
PFG
52
Pacific Financial Group
Washington
$49K +$49.1K +433 New
SAM
53
Shamrock Asset Management
Texas
$45K +$45K +397 New
SAC
54
Smith Affiliated Capital
New York
$43.3K
BC
55
Bartlett & Co
Ohio
$36K
LYV
56
Live Your Vision
Pennsylvania
$34K +$34K +300 New
Citigroup
57
Citigroup
New York
$30K +$24.3K +214 +437%
AP
58
Advisors Preferred
Maryland
$30K +$30.3K +267 New
BFEC
59
Benjamin F. Edwards & Company
Missouri
$29K -$1.81K -16 -6%
AIP
60
Ameritas Investment Partners
Nebraska
$27K
EWM
61
Endurance Wealth Management
Rhode Island
$26K
AP
62
Atwood & Palmer
Missouri
$24K +$23.9K +211 New
FAM
63
Formidable Asset Management
Ohio
$17K
Creative Planning
64
Creative Planning
Kansas
$16K +$15.4K +136 New
WTB
65
Washington Trust Bank
Washington
$14K
BCA
66
Bray Capital Advisors
Florida
$11K
AIG
67
American International Group
New York
$8K +$8.39K +74 New
BCM
68
Brookstone Capital Management
Illinois
$6K -$1.81K -16 -23%
MFS
69
MSI Financial Services
Massachusetts
$6K +$3.18K +28 +122%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$3K +$2.84K +25 New
TRCT
71
Tower Research Capital (TRC)
New York
$2K +$2.04K +18 New
DADC
72
D.A. Davidson & Co
Montana
$1K
TFA
73
Transamerica Financial Advisors
Florida
$1K
DWM
74
Destination Wealth Management
California
-$688K -6,077 Closed
Goldman Sachs
75
Goldman Sachs
New York
-$391K -3,452 Closed