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iShares Agency Bond ETF

152 hedge funds and large institutions have $423M invested in iShares Agency Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

13% more capital invested

Capital invested by funds: $374M → $423M (+$49.2M)

3% more funds holding

Funds holding: 147152 (+5)

2.68% more ownership

Funds ownership: 51.8%54.48% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
56
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
51
Ashfield Capital Partners
California
$1.55M +$133K +1,116 +9%
HWAM
52
Hennion & Walsh Asset Management
New Jersey
$1.44M +$489K +4,114 +51%
HHRDM
53
H&H Retirement Design & Management
Nevada
$1.43M -$22.5K -189 -2%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.42M -$30.1K -253 -2%
GC
55
Guggenheim Capital
Illinois
$1.38M -$1.33M -11,153 -49%
MIH
56
Meitav Investment House
Israel
$1.36M -$86.4K -726 -6%
Barclays
57
Barclays
United Kingdom
$1.31M +$792K +6,655 +151%
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$1.29M +$350K +2,938 +37%
GIM
59
Goelzer Investment Management
Indiana
$1.01M -$15.5K -130 -2%
SPC
60
Sigma Planning Corp
Michigan
$1M +$10.5K +88 +1%
B
61
Bailard
California
$971K +$975K +8,197 New
ACP
62
Aveo Capital Partners
Colorado
$940K +$432K +3,628 +84%
TWM
63
TriaGen Wealth Management
California
$921K +$50.2K +422 +6%
CCA
64
Checchi Capital Advisers
California
$847K -$16.1K -135 -2%
CM
65
Columbus Macro
Pennsylvania
$847K +$851K +7,152 New
GT
66
Greenleaf Trust
Michigan
$845K -$398K -3,347 -32%
AA
67
Advisory Alpha
Michigan
$843K
HH
68
Hilltop Holdings
Texas
$794K +$26.4K +222 +3%
SGCA
69
Steel Grove Capital Advisors
Tennessee
$743K -$250K -2,098 -25%
SWM
70
Strategic Wealth Management
Washington
$681K
ACM
71
AlphaStar Capital Management
North Carolina
$661K +$668K +5,618 New
HNB
72
Huntington National Bank
Ohio
$623K -$31.1K -261 -5%
CL
73
CPWM LLC
Washington
$607K
WP
74
WealthShield Partners
North Carolina
$605K +$2.97K +25 +0.5%
AFAS
75
Acorn Financial Advisory Services
Virginia
$556K -$2.26K -19 -0.4%