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iShares Agency Bond ETF

147 hedge funds and large institutions have $374M invested in iShares Agency Bond ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 157147 (-10)

16.37% less ownership

Funds ownership: 68.17%51.8% (-16%)

27% less capital invested

Capital invested by funds: $512M → $374M (-$138M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
57
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
76
Aveo Capital Partners
Colorado
$510K -$640K -5,411 -56%
PFG
77
Pacific Financial Group
Washington
$496K +$27.3K +231 +6%
DFG
78
Demars Financial Group
Washington
$471K -$37.8K -320 -7%
RA
79
RFG Advisory
Alabama
$460K -$26.5K -224 -5%
HWMA
80
Heritage Wealth Management (Arizona)
Arizona
$438K -$24.8K -210 -5%
AP
81
Advisors Preferred
Maryland
$418K +$418K +3,539 New
SFG
82
SageGuard Financial Group
Tennessee
$409K -$47K -398 -10%
EA
83
Efficient Advisors
Ohio
$394K +$5.08K +43 +1%
MIM
84
Moseley Investment Management
Florida
$388K -$24.9K -211 -6%
IAIM
85
International Assets Investment Management
Florida
$374K -$855K -7,238 -70%
SI
86
Stephens Inc
Arkansas
$367K -$37.2K -315 -9%
BAM
87
BTS Asset Management
Massachusetts
$351K +$351K +2,972 New
EWM
88
Evercore Wealth Management
New York
$334K
TFA
89
Toth Financial Advisory
Virginia
$322K +$5.91K +50 +2%
DAS
90
Dynamic Advisor Solutions
Arizona
$312K +$37.8K +320 +14%
DCM
91
Donaldson Capital Management
Indiana
$297K
KFS
92
Kelly Financial Services
Massachusetts
$295K +$4.09M +34,604 +11,308%
BRWA
93
B. Riley Wealth Advisors
Florida
$294K +$118 +1 +0%
Stifel Financial
94
Stifel Financial
Missouri
$275K +$13.6K +115 +5%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$271K +$193K +1,630 +247%
NL
96
NWAM LLC
Washington
$259K +$259K +2,190 New
DIA
97
Dana Investment Advisors
Wisconsin
$243K +$243K +2,054 New
IFG
98
Independent Financial Group
California
$243K
EGA
99
Eagle Global Advisors
Texas
$239K +$27.8K +235 +13%
AFWM
100
AMJ Financial Wealth Management
Virginia
$230K -$102K -864 -31%