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iShares Agency Bond ETF

99 hedge funds and large institutions have $297M invested in iShares Agency Bond ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0% more funds holding

Funds holding: 9999 (0)

0.27% less ownership

Funds ownership: 65.58%65.31% (-0.27%)

5% less capital invested

Capital invested by funds: $313M → $297M (-$15.9M)

Holders
99
Holders Change
Holders Change %
0%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
33
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
51
Private Capital Group
Connecticut
$322K
AC
52
AFAM Capital
Texas
$315K +$314K +2,810 New
WCM
53
Weatherstone Capital Management
Colorado
$300K +$299K +2,676 New
UBS AM
54
UBS AM
Illinois
$291K -$176K -1,574 -38%
AG
55
Advisor Group
Arizona
$287K +$104K +926 +57%
SFM
56
Signet Financial Management
New Jersey
$261K +$260K +2,329 New
BRWA
57
B. Riley Wealth Advisors
Florida
$256K +$31.4K +281 +14%
WTC
58
WhitTier Trust Company
Nevada
$238K -$12.9K -115 -5%
GRP
59
Global Retirement Partners
California
$235K +$159K +1,426 +213%
PFT
60
Providence First Trust
Arizona
$223K
SPIA
61
Steward Partners Investment Advisory
New York
$222K -$191K -1,706 -46%
ACP
62
Aveo Capital Partners
Colorado
$212K -$35.2K -315 -14%
APP
63
Avantax Planning Partners
Iowa
$186K +$186K +1,663 New
BRC
64
Bell Rock Capital
Delaware
$91K +$27.6K +247 +42%
FMII
65
Farmers & Merchants Investments Inc
Nebraska
$84K +$20.1K +180 +31%
SWP
66
Stratos Wealth Partners
Ohio
$78K +$13.4K +120 +21%
AIP
67
Ameritas Investment Partners
Nebraska
$61K +$17.9K +160 +41%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$51K -$11.7K -105 -19%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.9K
FCB
70
First Command Bank
Texas
$43K
FCFS
71
First Command Financial Services
Texas
$43K
IA
72
IFP Advisors
Florida
$37K
SAM
73
Shamrock Asset Management
Texas
$30K -$3.58K -32 -11%
MPPLM
74
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$26K
GEA
75
Glen Eagle Advisors
New Jersey
$25.2K