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iShares Agency Bond ETF

95 hedge funds and large institutions have $247M invested in iShares Agency Bond ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

4% less funds holding

Funds holding: 9995 (-4)

4.21% less ownership

Funds ownership: 65.31%61.1% (-4.2%)

17% less capital invested

Capital invested by funds: $297M → $247M (-$50.5M)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
95
Holders Change
-4
Holders Change %
-4.04%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
26
Reduced
28
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LYV
76
Live Your Vision
Pennsylvania
$15K
BFC
77
Bedel Financial Consulting
Indiana
$13K +$11.1K +100 +667%
SEI Investments
78
SEI Investments
Pennsylvania
$9K -$556 -5 -6%
BC
79
Bartlett & Co
Ohio
$6K
EWM
80
Endurance Wealth Management
Rhode Island
$6K
BCWM
81
Bartlett & Co Wealth Management
Ohio
$5.57K
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.22K +47 New
APA
83
American Portfolios Advisors
New York
$4.47K
ASN
84
Advisory Services Network
Georgia
$4K
SFG
85
SevenBridge Financial Group
Pennsylvania
$4K
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$4K +$3.89K +35 New
CFA
87
Carroll Financial Associates
North Carolina
$3K
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K
SIS
89
Sound Income Strategies
Florida
$3K +$2.89K +26 New
WAM
90
Wealthspire Advisors (Maryland)
Maryland
$2K
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$1K
TFA
92
Transamerica Financial Advisors
Florida
$1K
PFBT
93
Parkside Financial Bank & Trust
Missouri
$1K +$556 +5 New
BlackRock
94
BlackRock
New York
-$5.32M -47,487 Closed
Goldman Sachs
95
Goldman Sachs
New York
-$2.13M -19,048 Closed
ZB
96
Zions Bancorporation
Utah
-$1.09M -9,776 Closed
BFA
97
Beaumont Financial Advisors
Massachusetts
-$511K -4,559 Closed
UBS AM
98
UBS AM
Illinois
-$291K -2,598 Closed
APP
99
Avantax Planning Partners
Iowa
-$186K -1,663 Closed
SWP
100
Stratos Wealth Partners
Ohio
-$78K -693 Closed