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iShares Agency Bond ETF
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Overview Fund Activity

131 hedge funds and large institutions have $521M invested in iShares Agency Bond ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 37 reducing their positions, and 19 closing their positions.

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
17
Increased
56
Reduced
37
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$124M
2
BlackRock
2
BlackRock
New York
$23.9M
3
KCM
3
Karp Capital Management
California
$6M
4
Ameriprise
4
Ameriprise
Minnesota
$9.99M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$19.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
AssetMark Inc
2
AssetMark Inc
California
$16.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
RJA
4
Raymond James & Associates
Florida
$12.8M
5
HHRDM
5
H&H Retirement Design & Management
Nevada
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
ACP
51
Ashfield Capital Partners
California
$1.27M 10,519 +54 +0.5%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.27M 10,509 +2,578 +33%
CC
53
Copperleaf Capital
North Carolina
$1.19M 9,843 +87 +0.9%
PI
54
PFS Investments
Georgia
$1.17M 9,622 +5,949 +162%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$964K 7,959 +2,822 +55%
SPC
56
Sigma Planning Corp
Michigan
$949K 7,836 +260 +3%
IWM
57
IHT Wealth Management
Illinois
$947K 7,825 +1,027 +15%
JWCA
58
J.W. Cole Advisors
Florida
$892K 7,371 +7,371 New
RA
59
RFG Advisory
Alabama
$794K 6,556 -2,009 -23%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$761K 6,287 -45 -0.7%
CCA
61
Checchi Capital Advisers
California
$701K 5,789 -37 -0.6%
ACP
62
Aveo Capital Partners
Colorado
$680K 5,616 +3,889 +225%
GIM
63
Goelzer Investment Management
Indiana
$677K 5,592 +17 +0.3%
WP
64
WealthShield Partners
North Carolina
$634K 5,237 -567 -10%
EA
65
Efficient Advisors
Ohio
$631K 5,213 +85 +2%
CL
66
CPWM LLC
Washington
$620K 5,124 – –
IAIM
67
International Assets Investment Management
Florida
$587K 4,846 +4,846 New
FWP
68
FAS Wealth Partners
Kansas
$501K 4,138 +156 +4%
MFG
69
MidWestOne Financial Group
Iowa
$472K 3,895 -3,190 -45%
TNB
70
TCF National Bank
South Dakota
$468K 3,865 +3,865 New
MIM
71
Moseley Investment Management
Florida
$466K 3,852 -187 -5%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$463K 3,817 -155 -4%
CA
73
Capital Advantage
California
$434K 3,595 – –
BAM
74
BTS Asset Management
Massachusetts
$423K 3,495 +2,139 +158%
BRC
75
Bell Rock Capital
Delaware
$417K 3,445 +119 +4%
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3
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