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iShares Agency Bond ETF

142 hedge funds and large institutions have $332M invested in iShares Agency Bond ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 143142 (-1)

1.5% less ownership

Funds ownership: 58.4%56.9% (-1.5%)

8% less capital invested

Capital invested by funds: $360M → $332M (-$27.5M)

32% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 56

Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
38
Reduced
56
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$414K +$425K +3,892 New
DIA
77
Dana Investment Advisors
Wisconsin
$394K +$11K +101 +3%
UAS
78
United Asset Strategies
New York
$382K +$392K +3,584 New
HNB
79
Huntington National Bank
Ohio
$371K
AA
80
Advisory Alpha
Michigan
$352K
BAM
81
BTS Asset Management
Massachusetts
$345K -$14.8K -135 -4%
EAM
82
Eagle Asset Management
Florida
$329K -$3.83K -35 -1%
HWMA
83
Heritage Wealth Management (Arizona)
Arizona
$320K -$4.7K -43 -1%
EWM
84
Evercore Wealth Management
New York
$314K +$47K +430 +17%
WP
85
WealthSource Partners
California
$307K -$482K -4,405 -60%
FA
86
Fermata Advisors
California
$300K +$308K +2,813 New
DAS
87
Dynamic Advisor Solutions
Arizona
$292K +$3.28K +30 +1%
AFAS
88
Acorn Financial Advisory Services
Virginia
$286K -$20.6K -188 -7%
LAM
89
LifePro Asset Management
California
$277K -$29.3K -268 -9%
MBT
90
Montecito Bank & Trust
California
$271K +$39.7K +363 +17%
DCM
91
Donaldson Capital Management
Indiana
$267K
DWT
92
Dorsey & Whitney Trust
South Dakota
$266K
FTUS
93
Flow Traders U.S.
New York
$264K +$271K +2,477 New
PFT
94
Providence First Trust
Arizona
$181K +$185K +1,696 New
William Blair & Company
95
William Blair & Company
Illinois
$161K
APA
96
American Portfolios Advisors
New York
$159K -$12.9K -118 -7%
AIP
97
Ameritas Investment Partners
Nebraska
$153K
WT
98
Whittier Trust
California
$145K
MA
99
MUFG Americas
New York
$143K
FA
100
Flagstar Advisors
New York
$127K +$130K +1,192 New