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iShares Agency Bond ETF
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Overview Fund Activity

143 hedge funds and large institutions have $453M invested in iShares Agency Bond ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 17 closing their positions.

Holders
143
Holders Change
+17
Holders Change %
+13.49%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.15%
New
36
Increased
47
Reduced
39
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$97.8M
2
Charles Schwab
2
Charles Schwab
California
$55.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$11.2M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$9.19M
5
Bank of America
5
Bank of America
North Carolina
$21.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BlackRock
2
BlackRock
New York
$0
3
KCM
3
Karp Capital Management
California
$238K
4
Jane Street
4
Jane Street
New York
$5.64M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BRC
76
Bell Rock Capital
Delaware
$440K 3,649 -271 -7%
CA
77
Capital Advantage
California
$433K 3,595 – –
VWA
78
Visionary Wealth Advisors
Illinois
$423K 3,505 +3,505 New
HighTower Advisors
79
HighTower Advisors
Illinois
$400K 3,323 -8,818 -73%
TNB
80
TCF National Bank
South Dakota
$371K 3,080 +800 +35%
BRWA
81
B. Riley Wealth Advisors
Florida
$347K 2,878 -159 -5%
PFG
82
Pacific Financial Group
Washington
$346K 2,870 +148 +5%
EWM
83
Evercore Wealth Management
New York
$341K 2,825 – –
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$316K 2,622 +1,471 +128%
DCM
85
Donaldson Capital Management
Indiana
$302K 2,505 – –
W
86
WealthOne
New York
$294K 2,437 +2,437 New
MA
87
Mutual Advisors
Nebraska
$288K 2,388 -1,180 -33%
WP
88
WealthSource Partners
California
$286K 2,370 +2,370 New
AAS
89
Avantax Advisory Services
Texas
$282K 2,343 +2,343 New
PI
90
PFS Investments
Georgia
$273K 2,268 +2,268 New
Stifel Financial
91
Stifel Financial
Missouri
$270K 2,249 +2,249 New
Bank of New York Mellon
92
Bank of New York Mellon
New York
$264K 2,188 +2,188 New
CYG
93
Clean Yield Group
Vermont
$261K 2,161 -7 -0.3%
SFS
94
Sowell Financial Services
Arkansas
$261K 2,161 +144 +7%
WTC
95
WhitTier Trust Company
Nevada
$255K 2,117 – –
WAS
96
Winch Advisory Services
Wisconsin
$245K 2,032 +6 +0.3%
PFT
97
Providence First Trust
Arizona
$239K 1,986 – –
KCM
98
Karp Capital Management
California
$238K 1,978 -96,990 -98%
MA
99
MUFG Americas
New York
$234K 1,937 -70 -3%
CIAS
100
Capital Investment Advisory Services
North Carolina
$234K 1,942 +1,463 +305%
2 3
4
5 6