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iShares Agency Bond ETF

152 hedge funds and large institutions have $536M invested in iShares Agency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

23% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 40

10% more funds holding

Funds holding: 138152 (+14)

7% more capital invested

Capital invested by funds: $503M → $536M (+$33.7M)

3.19% more ownership

Funds ownership: 74.43%77.62% (+3.2%)

Holders
152
Holders Change
+14
Holders Change %
+10.14%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
49
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
51
Ignite Planners
California
$1.43M +$110K +1,010 +8%
FA
52
Fiducient Advisors
Illinois
$1.35M +$116K +1,067 +9%
IA
53
Insight Advisors
Pennsylvania
$1.31M +$289K +2,653 +28%
SG
54
Sharper & Granite
California
$1.2M -$32.6K -300 -3%
JP Morgan Chase
55
JP Morgan Chase
New York
$1.19M -$4.62M -42,423 -79%
PAG
56
Private Advisor Group
New Jersey
$1.17M -$30.5K -280 -3%
MWM
57
Maridea Wealth Management
New York
$1.1M +$1.11M +10,226 New
GIM
58
Goelzer Investment Management
Indiana
$1.09M +$152K +1,399 +16%
CFD
59
Creative Financial Designs
Indiana
$1.03M +$492K +4,519 +90%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1.02M +$663K +6,090 +180%
GJIA
61
Glass Jacobson Investment Advisors
Maryland
$992K +$83.3K +766 +9%
Jane Street
62
Jane Street
New York
$978K -$3.86M -35,508 -80%
P
63
&Partners
Tennessee
$905K +$91.9K +845 +11%
MC
64
Moors & Cabot
Massachusetts
$813K +$62.2K +572 +8%
UAS
65
United Asset Strategies
New York
$741K -$436K -4,009 -37%
ATPW
66
Ashton Thomas Private Wealth
Arizona
$709K +$714K +6,563 New
CC
67
Commons Capital
Massachusetts
$683K +$688K +6,327 New
CI
68
Cambiar Investors
Colorado
$676K +$4.35K +40 +0.6%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$659K +$664K +6,105 New
NA
70
NewEdge Advisors
Louisiana
$614K -$21.2K -195 -3%
LSWP
71
Liberty Square Wealth Partners
Pennsylvania
$610K +$613K +5,635 New
TI
72
Tidal Investments
Wisconsin
$594K +$599K +5,502 New
NFP
73
Narus Financial Partners
Utah
$570K +$143K +1,310 +33%
EGA
74
Eagle Global Advisors
Texas
$565K +$21.8K +200 +4%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$523K -$24.3K -223 -4%