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iShares Agency Bond ETF

143 hedge funds and large institutions have $360M invested in iShares Agency Bond ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.55% less ownership

Funds ownership: 60.96%58.4% (-2.6%)

6% less funds holding

Funds holding: 152143 (-9)

11% less capital invested

Capital invested by funds: $405M → $360M (-$45.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

42% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 60

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
35
Reduced
60
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Advisory Alpha
Michigan
$363K -$420K -3,810 -54%
EAM
77
Eagle Asset Management
Florida
$344K +$109K +990 +46%
HWMA
78
Heritage Wealth Management (Arizona)
Arizona
$335K -$20.4K -185 -6%
BAM
79
BTS Asset Management
Massachusetts
$334K -$1.21K -11 -0.4%
AFAS
80
Acorn Financial Advisory Services
Virginia
$316K -$241K -2,186 -43%
LAM
81
LifePro Asset Management
California
$316K -$30.1K -273 -9%
DAS
82
Dynamic Advisor Solutions
Arizona
$298K +$6.4K +58 +2%
SFO
83
Stokes Family Office
Louisiana
$295K +$296K +2,680 New
EWM
84
Evercore Wealth Management
New York
$277K -$68.9K -625 -20%
DCM
85
Donaldson Capital Management
Indiana
$275K
DWT
86
Dorsey & Whitney Trust
South Dakota
$275K
GT
87
Greenleaf Trust
Michigan
$254K -$8.38K -76 -3%
MBT
88
Montecito Bank & Trust
California
$240K +$240K +2,180 New
CAI
89
Capital Advisors Inc
Oklahoma
$216K +$217K +1,963 New
AFWM
90
AMJ Financial Wealth Management
Virginia
$212K
AG
91
Ascent Group
Virginia
$210K -$157K -1,423 -43%
EA
92
Efficient Advisors
Ohio
$201K -$3.86K -35 -2%
RWA
93
RGT Wealth Advisors
Texas
$190K +$552 +5 +0.3%
CFD
94
Creative Financial Designs
Indiana
$189K +$157K +1,421 +474%
APA
95
American Portfolios Advisors
New York
$178K
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$176K +$94.5K +857 +115%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$175K
William Blair & Company
98
William Blair & Company
Illinois
$166K
AIP
99
Ameritas Investment Partners
Nebraska
$158K
WT
100
Whittier Trust
California
$150K