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iShares Agency Bond ETF

95 hedge funds and large institutions have $247M invested in iShares Agency Bond ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

4% less funds holding

Funds holding: 9995 (-4)

4.21% less ownership

Funds ownership: 65.31%61.1% (-4.2%)

17% less capital invested

Capital invested by funds: $297M → $247M (-$50.5M)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
95
Holders Change
-4
Holders Change %
-4.04%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
26
Reduced
28
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
51
Private Capital Group
Connecticut
$319K
AC
52
AFAM Capital
Texas
$318K +$5.11K +46 +2%
BRC
53
Bell Rock Capital
Delaware
$303K +$213K +1,913 +230%
WCM
54
Weatherstone Capital Management
Colorado
$282K -$16.2K -146 -5%
TSS
55
Two Sigma Securities
New York
$268K +$268K +2,408 New
ACP
56
Aveo Capital Partners
Colorado
$255K +$44.7K +402 +21%
BRWA
57
B. Riley Wealth Advisors
Florida
$252K -$1.89K -17 -0.7%
AG
58
Advisor Group
Arizona
$248K -$36.6K -329 -13%
WTC
59
WhitTier Trust Company
Nevada
$236K
GRP
60
Global Retirement Partners
California
$228K -$5.55K -50 -2%
PFT
61
Providence First Trust
Arizona
$221K
SPIA
62
Steward Partners Investment Advisory
New York
$115K -$106K -958 -48%
IA
63
IFP Advisors
Florida
$103K +$66.3K +597 +185%
FMII
64
Farmers & Merchants Investments Inc
Nebraska
$84K
FHA
65
Flagship Harbor Advisors
Massachusetts
$68K +$68.6K +617 New
AIP
66
Ameritas Investment Partners
Nebraska
$67K +$6.11K +55 +10%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$50K
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.6K
FCB
69
First Command Bank
Texas
$43K
FCFS
70
First Command Financial Services
Texas
$43K
IBOK
71
Independence Bank of Kentucky
Kentucky
$39K +$38.9K +350 New
MPPLM
72
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$26K
GEA
73
Glen Eagle Advisors
New Jersey
$25.1K
CF
74
Centaurus Financial
California
$25K +$24.9K +224 New
DBT
75
Dubuque Bank & Trust
Iowa
$24K +$23.8K +214 New