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iShares Agency Bond ETF

99 hedge funds and large institutions have $313M invested in iShares Agency Bond ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

21% more funds holding

Funds holding: 8299 (+17)

2% more capital invested

Capital invested by funds: $307M → $313M (+$6.01M)

0.36% more ownership

Funds ownership: 65.21%65.58% (+0.36%)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
27
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$417K -$193K -1,702 -32%
Ameriprise
52
Ameriprise
Minnesota
$310K +$311K +2,740 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$301K +$13.7K +121 +5%
WTC
54
WhitTier Trust Company
Nevada
$253K
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$251K -$838K -7,394 -77%
ACP
56
Aveo Capital Partners
Colorado
$249K +$250K +2,205 New
BRWA
57
B. Riley Wealth Advisors
Florida
$226K +$7.03K +62 +3%
EVM
58
Eaton Vance Management
Massachusetts
$226K +$227K +2,000 New
PFT
59
Providence First Trust
Arizona
$225K
AG
60
Advisor Group
Arizona
$184K -$5.67K -50 -3%
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$115K
GRP
62
Global Retirement Partners
California
$76K -$7.71K -68 -9%
BRC
63
Bell Rock Capital
Delaware
$66K +$66.1K +583 New
FMII
64
Farmers & Merchants Investments Inc
Nebraska
$65K
SWP
65
Stratos Wealth Partners
Ohio
$65K +$65K +573 New
FAAS
66
First Allied Advisory Services
California
$65K +$65.7K +580 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$63K -$793 -7 -1%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.3K +$39.1K +345 +345%
GWM
69
Geneos Wealth Management
Colorado
$47K -$5.78K -51 -11%
FCB
70
First Command Bank
Texas
$43K
FCFS
71
First Command Financial Services
Texas
$43K
IA
72
IFP Advisors
Florida
$37K -$2.15K -19 -6%
SAM
73
Shamrock Asset Management
Texas
$34K
MPPLM
74
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$26K +$26.5K +234 New
GEA
75
Glen Eagle Advisors
New Jersey
$25.4K