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iShares Agency Bond ETF

82 hedge funds and large institutions have $323M invested in iShares Agency Bond ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 7982 (+3)

8.78% less ownership

Funds ownership: 75.72%66.94% (-8.8%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

33% less capital invested

Capital invested by funds: $482M → $323M (-$159M)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
25
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFT
51
Providence First Trust
Arizona
$226K +$226K +1,986 New
FMII
52
Farmers & Merchants Investments Inc
Nebraska
$136K -$15K -132 -10%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$128K +$34.2K +301 +36%
AG
54
Advisor Group
Arizona
$107K -$34.4K -303 -24%
GRP
55
Global Retirement Partners
California
$89K +$7.38K +65 +9%
GWM
56
Geneos Wealth Management
Colorado
$75K -$6.13K -54 -7%
WT
57
Whittier Trust
California
$65K +$64.9K +571 New
BFEC
58
Benjamin F. Edwards & Company
Missouri
$64K +$682 +6 +1%
AIP
59
Ameritas Investment Partners
Nebraska
$44K
FCB
60
First Command Bank
Texas
$44K
FCFS
61
First Command Financial Services
Texas
$44K
IA
62
IFP Advisors
Florida
$39K +$909 +8 +2%
GEA
63
Glen Eagle Advisors
New Jersey
$25.6K -$75.2K -662 -75%
NC
64
NewSquare Capital
Pennsylvania
$17K
LYV
65
Live Your Vision
Pennsylvania
$16K
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15K +$1.36K +12 +10%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K +$11.4K +100 New
MWM
68
MinichMacGregor Wealth Management
New York
$9K
DADC
69
D.A. Davidson & Co
Montana
$8K -$9.65K -85 -54%
BC
70
Bartlett & Co
Ohio
$6K -$17K -150 -75%
EWM
71
Endurance Wealth Management
Rhode Island
$6K -$2.84K -25 -33%
SFG
72
SevenBridge Financial Group
Pennsylvania
$5K
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$5K +$4.77K +42 New
SIM
74
Sonora Investment Management
Arizona
$4.43K +$4.43K +39 New
PSUF
75
People's United Financial
Connecticut
$4K +$1.48K +13 +65%