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iShares Agency Bond ETF

77 hedge funds and large institutions have $467M invested in iShares Agency Bond ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

0.84% less ownership

Funds ownership: 77.19%76.35% (-0.84%)

4% less capital invested

Capital invested by funds: $485M → $467M (-$17.5M)

5% less funds holding

Funds holding: 8177 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
51
Goelzer Investment Management
Indiana
$342K +$14K +123 +4%
ACP
52
Aveo Capital Partners
Colorado
$332K +$335K +2,946 New
UCFA
53
United Capital Financial Advisors
Texas
$223K +$9.1K +80 +4%
GRP
54
Global Retirement Partners
California
$169K +$171K +1,504 New
SPIA
55
Steward Partners Investment Advisory
New York
$162K +$164K +1,439 New
CFG
56
Citizens Financial Group
Rhode Island
$157K +$42.7K +375 +37%
FMII
57
Farmers & Merchants Investments Inc
Nebraska
$150K -$57K -501 -27%
Lazard Asset Management
58
Lazard Asset Management
New York
$142K
IA
59
IFP Advisors
Florida
$122K -$47.5K -417 -28%
GWM
60
Geneos Wealth Management
Colorado
$101K -$17.3K -152 -14%
GEA
61
Glen Eagle Advisors
New Jersey
$99.9K +$101K +887 New
MFS
62
MSI Financial Services
Massachusetts
$66K +$22.8K +200 +52%
SAM
63
Shamrock Asset Management
Texas
$65K +$28.1K +247 +75%
LYV
64
Live Your Vision
Pennsylvania
$48K +$14.2K +125 +42%
FCB
65
First Command Bank
Texas
$43K +$43.7K +384 New
FCFS
66
First Command Financial Services
Texas
$43K +$43.7K +384 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$35K +$1.14K +10 +3%
AIP
68
Ameritas Investment Partners
Nebraska
$27K
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27K +$6.03K +53 +29%
BC
70
Bartlett & Co
Ohio
$23K
NC
71
NewSquare Capital
Pennsylvania
$21K
HNB
72
Huntington National Bank
Ohio
$17K
MWM
73
MinichMacGregor Wealth Management
New York
$9K
EWM
74
Endurance Wealth Management
Rhode Island
$8K -$14.3K -126 -63%
SFG
75
SevenBridge Financial Group
Pennsylvania
$6K