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iShares Agency Bond ETF

126 hedge funds and large institutions have $299M invested in iShares Agency Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

13% more funds holding

Funds holding: 112126 (+14)

2.21% less ownership

Funds ownership: 55.09%52.88% (-2.2%)

7% less capital invested

Capital invested by funds: $321M → $299M (-$22.1M)

Holders
126
Holders Change
+14
Holders Change %
+12.5%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
42
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
76
Austin Private Wealth
Texas
$236K +$237K +2,043 New
WAS
77
Winch Advisory Services
Wisconsin
$234K +$1.74K +15 +0.7%
SFS
78
Sowell Financial Services
Arkansas
$233K +$199K +1,714 +566%
MA
79
MUFG Americas
New York
$232K +$90.3K +778 +63%
PFT
80
Providence First Trust
Arizona
$230K
GRP
81
Global Retirement Partners
California
$218K +$2.79K +24 +1%
IC
82
Innealta Capital
Texas
$209K -$3.94K -34 -2%
CST
83
Charles Schwab Trust
Nevada
$207K
HAS
84
HBW Advisory Services
California
$201K +$201K +1,733 New
WT
85
Whittier Trust
California
$168K -$4.99K -43 -3%
LFG
86
LifePlan Financial Group
Ohio
$166K +$57.4K +495 +53%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$164K +$165K +1,420 New
BAM
88
Belpointe Asset Management
Nevada
$142K +$9.75K +84 +7%
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$133K +$66.6K +574 +99%
CFGS
90
Concourse Financial Group Securities
Alabama
$112K +$101K +873 +909%
AIP
91
Ameritas Investment Partners
Nebraska
$99K +$9.28K +80 +10%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.1K
FMII
93
Farmers & Merchants Investments Inc
Nebraska
$66K
NFG
94
Next Financial Group
Texas
$62K
CIAS
95
Capital Investment Advisory Services
North Carolina
$55K +$50.1K +432 +919%
SPIA
96
Steward Partners Investment Advisory
New York
$48K
CAC
97
Certified Advisory Corp
Florida
$47K +$232 +2 +0.5%
BAM
98
BTS Asset Management
Massachusetts
$46K
FCB
99
First Command Bank
Texas
$44K
FCFS
100
First Command Financial Services
Texas
$44K