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iShares Agency Bond ETF

144 hedge funds and large institutions have $425M invested in iShares Agency Bond ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
46
Reduced
44
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DIA
76
Dana Investment Advisors
Wisconsin
$462K 4,273 +542 +15%
Citadel Advisors
77
Citadel Advisors
Florida
$454K 4,191 +4,191 New
WP
78
WealthShield Partners
North Carolina
$440K 4,068 -799 -16%
PFG
79
Pacific Financial Group
Washington
$418K 3,864 +10 +0.3%
ASN
80
Advisory Services Network
Georgia
$373K 3,442 +3,270 +1,901%
AA
81
Advisory Alpha
Michigan
$358K 3,305
HIM
82
Hanlon Investment Management
New Jersey
$353K 3,264 +3,264 New
WEG
83
World Equity Group
Illinois
$348K 3,593 +3,593 New
HNB
84
Huntington National Bank
Ohio
TSA
85
Tri-Star Advisors
Texas
$327K 3,018 +3,018 New
MC
86
Moors & Cabot
Massachusetts
$327K 3,017 +3,017 New
EWM
87
Evercore Wealth Management
New York
$323K 2,985
BAM
88
Belpointe Asset Management
Nevada
$316K 2,922 -1,062 -27%
CA
89
Continuum Advisory
Idaho
$314K 2,897 +2,897 New
AFAS
90
Acorn Financial Advisory Services
Virginia
$311K 2,872 +115 +4%
UAS
91
United Asset Strategies
New York
$307K 1,643 -4,473 -73%
WP
92
WealthSource Partners
California
$307K 2,839 -2,574 -48%
DAS
93
Dynamic Advisor Solutions
Arizona
$307K 2,835 -27 -0.9%
IWA
94
Intercontinental Wealth Advisors
Texas
$302K 2,786 +2,786 New
CCA
95
Checchi Capital Advisers
California
$281K 2,599 +273 +12%
DCM
96
Donaldson Capital Management
Indiana
$271K 2,505
BAM
97
BTS Asset Management
Massachusetts
$271K 2,501
DWT
98
Dorsey & Whitney Trust
South Dakota
$271K 2,500
LAM
99
LifePro Asset Management
California
$259K 2,433
Baird Financial Group
100
Baird Financial Group
Wisconsin
$258K 2,384 -401 -14%