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iShares Agency Bond ETF

99 hedge funds and large institutions have $313M invested in iShares Agency Bond ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

21% more funds holding

Funds holding: 8299 (+17)

2% more capital invested

Capital invested by funds: $307M → $313M (+$6.01M)

0.36% more ownership

Funds ownership: 65.21%65.58% (+0.36%)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
27
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LYV
76
Live Your Vision
Pennsylvania
$15K
AIP
77
Ameritas Investment Partners
Nebraska
$10K
ECM
78
Exchange Capital Management
Michigan
$9K -$32.5K -287 -78%
BTIS
79
BB&T Investment Services
North Carolina
$9K -$793 -7 -8%
MWM
80
MinichMacGregor Wealth Management
New York
$9K
AWA
81
Acorn Wealth Advisors
Michigan
$9K +$8.73K +77 New
SEI Investments
82
SEI Investments
Pennsylvania
$9K +$8.84K +78 New
ASN
83
Advisory Services Network
Georgia
$7K
BC
84
Bartlett & Co
Ohio
$6K
EWM
85
Endurance Wealth Management
Rhode Island
$6K
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$5K
SFG
87
SevenBridge Financial Group
Pennsylvania
$5K
APA
88
American Portfolios Advisors
New York
$4.52K +$4.53K +40 New
NC
89
NewSquare Capital
Pennsylvania
$4K -$10.8K -95 -73%
CFA
90
Carroll Financial Associates
North Carolina
$3K
RFC
91
Regions Financial Corp
Alabama
$3K +$3.29K +29 New
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$2K
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.7K +15 +214%
WAM
94
Wealthspire Advisors (Maryland)
Maryland
$2K +$2.04K +18 New
JP Morgan Chase
95
JP Morgan Chase
New York
$2K +$2.38K +21 New
BHB
96
Bank Hapoalim BM
Israel
$1.13K
SFSIG
97
San Francisco Sentry Investment Group
California
$1K -$5.44K -48 -86%
TFA
98
Transamerica Financial Advisors
Florida
$1K
SP
99
SWS Partners
Ohio
$1K +$907 +8 New
PCG
100
Private Capital Group
Connecticut
$325 +$325K +2,870 New