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iShares Agency Bond ETF
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Overview Fund Activity

149 hedge funds and large institutions have $423M invested in iShares Agency Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
44
Reduced
55
Closed
16
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$51.9M
2
PFO
2
Pathstone Family Office
New Jersey
$9.25M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.62M
4
ACP
4
Aveo Capital Partners
Colorado
$4.15M
5
AAS
5
Avantax Advisory Services
Texas
$11.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.73M
2
RJA
2
Raymond James & Associates
Florida
$15.9M
3
B
3
Bailard
California
$0
4
Ameriprise
4
Ameriprise
Minnesota
$12.2M
5
CFGS
5
Concourse Financial Group Securities
Alabama
$51.5K
Name Market Value Shares Shares
Change 		Shares
Change %
HIM
76
Hanlon Investment Management
New Jersey
$469K 4,434 +4,434 New
MBT
77
Montecito Bank & Trust
California
$453K 4,279 -8,559 -67%
DIA
78
Dana Investment Advisors
Wisconsin
$443K 4,190 -32 -0.8%
PFG
79
Pacific Financial Group
Washington
$412K 3,895 -163 -4%
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$409K 3,865 +3,865 New
CFG
81
Citizens Financial Group
Rhode Island
$394K 3,725 +3,725 New
BAM
82
BTS Asset Management
Massachusetts
$388K 3,665 +47 +1%
MIH
83
Meitav Investment House
Israel
$370K 3,504 -1,891 -35%
SWP
84
Stratos Wealth Partners
Ohio
$360K 3,405 +3,405 New
WP
85
WealthShield Partners
North Carolina
$355K 3,356 -712 -18%
ASN
86
Advisory Services Network
Georgia
$352K 3,327 +36 +1%
AA
87
Advisory Alpha
Michigan
$350K 3,305 – –
IA
88
IFP Advisors
Florida
$347K 3,281 +2,272 +225%
HPM
89
Hoxton Planning & Management
West Virginia
$340K 3,214 -1,887 -37%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$340K 3,209 -3,911 -55%
SJL
91
Shayne & Jacobs LLC
Tennessee
$321K 3,035 +3,035 New
TSA
92
Tri-Star Advisors
Texas
$319K 3,018 – –
CA
93
Continuum Advisory
Idaho
$319K 3,014 +3,014 New
GL
94
Graypoint LLC
New York
$317K 3,000 +3,000 New
HNB
95
Huntington National Bank
Ohio
– – – –
EWM
96
Evercore Wealth Management
New York
$316K 2,985 – –
DAS
97
Dynamic Advisor Solutions
Arizona
$297K 2,810 – –
Corient Private Wealth
98
Corient Private Wealth
Florida
$295K 2,786 +2,786 New
AFAS
99
Acorn Financial Advisory Services
Virginia
$282K 2,663 +20 +0.8%
DCM
100
Donaldson Capital Management
Indiana
$265K 2,505 – –
2 3
4
5 6