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iShares Agency Bond ETF

81 hedge funds and large institutions have $485M invested in iShares Agency Bond ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

7% more funds holding

Funds holding: 7681 (+5)

0.16% more ownership

Funds ownership: 77.03%77.19% (+0.16%)

2% less capital invested

Capital invested by funds: $493M → $485M (-$8.81M)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
27
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
51
Goelzer Investment Management
Indiana
$337K +$69.7K +603 +26%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$309K +$309K +2,676 New
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$308K +$15.5K +134 +5%
WCM
54
Weatherstone Capital Management
Colorado
$255K -$241K -2,087 -49%
SCA
55
Snowden Capital Advisors
New York
$230K +$20.1K +174 +10%
UCFA
56
United Capital Financial Advisors
Texas
$220K -$22.5K -195 -9%
FMII
57
Farmers & Merchants Investments Inc
Nebraska
$212K -$50.4K -436 -19%
SWP
58
Stratos Wealth Partners
Ohio
$208K -$25.5K -221 -11%
IA
59
IFP Advisors
Florida
$173K -$237K -2,055 -58%
Lazard Asset Management
60
Lazard Asset Management
New York
$146K
CWM
61
Concert Wealth Management
California
$132K +$130K +1,125 New
GWM
62
Geneos Wealth Management
Colorado
$121K -$31.7K -274 -21%
CFG
63
Citizens Financial Group
Rhode Island
$118K -$30.6K -265 -21%
AF
64
Arrow Financial
New York
$46K
MFS
65
MSI Financial Services
Massachusetts
$44K -$2.66K -23 -6%
SAM
66
Shamrock Asset Management
Texas
$38K -$36.2K -313 -49%
CYG
67
Clean Yield Group
Vermont
$38K +$5.2K +45 +16%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$35K
LYV
69
Live Your Vision
Pennsylvania
$35K +$34.7K +300 New
AIP
70
Ameritas Investment Partners
Nebraska
$27K
BC
71
Bartlett & Co
Ohio
$23K
EWM
72
Endurance Wealth Management
Rhode Island
$23K
NC
73
NewSquare Capital
Pennsylvania
$22K -$1.23M -10,637 -98%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21K +$19K +164 +781%
HNB
75
Huntington National Bank
Ohio
$17K