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iShares Agency Bond ETF

142 hedge funds and large institutions have $332M invested in iShares Agency Bond ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 143142 (-1)

1.5% less ownership

Funds ownership: 58.4%56.9% (-1.5%)

8% less capital invested

Capital invested by funds: $360M → $332M (-$27.5M)

32% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 56

Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
38
Reduced
56
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
51
Bailard
California
$939K +$33.6K +307 +4%
JP Morgan Chase
52
JP Morgan Chase
New York
$892K -$25.1K -230 -3%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$855K -$158K -1,442 -15%
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$810K -$431K -3,940 -34%
BAM
55
Belpointe Asset Management
Nevada
$794K -$66.1K -605 -8%
MIH
56
Meitav Investment House
Israel
$746K +$766K +7,003 New
Baird Financial Group
57
Baird Financial Group
Wisconsin
$745K -$20.3K -186 -3%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$726K +$313K +2,863 +72%
MML Investors Services
59
MML Investors Services
Massachusetts
$713K -$173K -1,587 -19%
ACP
60
Aveo Capital Partners
Colorado
$700K -$28.1K -257 -4%
AWS
61
Atria Wealth Solutions
New York
$670K +$687K +6,288 New
SGCA
62
Steel Grove Capital Advisors
Tennessee
$667K
NFP
63
Narus Financial Partners
Utah
$662K +$83.4K +763 +14%
IAIM
64
International Assets Investment Management
Florida
$642K +$44.2K +404 +7%
TCWM
65
Total Clarity Wealth Management
Illinois
$606K -$29.5K -270 -5%
HIF
66
Hill Island Financial
Michigan
$581K +$2.19K +20 +0.4%
JWCA
67
J.W. Cole Advisors
Florida
$555K +$2.3K +21 +0.4%
RCAG
68
Rehmann Capital Advisory Group
Michigan
$554K -$4.26M -38,989 -88%
WP
69
WealthShield Partners
North Carolina
$540K
CCA
70
Checchi Capital Advisers
California
$529K -$111K -1,019 -17%
KCM
71
Karp Capital Management
California
$495K -$127K -1,159 -20%
BWCS
72
Beirne Wealth Consulting Services
Connecticut
$487K +$500K +4,570 New
CAN
73
Cetera Advisor Networks
California
$475K +$14.6K +134 +3%
PFO
74
Pathstone Family Office
New Jersey
$420K +$432K +3,950 New
PFG
75
Pacific Financial Group
Washington
$419K -$53.9K -493 -11%