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iShares Agency Bond ETF
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Overview Fund Activity

137 hedge funds and large institutions have $420M invested in iShares Agency Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 20 closing their positions.

Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
39
Reduced
47
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Faithward Advisors
Pennsylvania
$18M
2
Jane Street
2
Jane Street
New York
$7.64M
3
UBS Group
3
UBS Group
Switzerland
$8.33M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$31.9M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$37.9M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$114K
2
BlackRock
2
BlackRock
New York
$6.27M
3
EWM
3
Executive Wealth Management
Michigan
$0
4
ACM
4
Andina Capital Management
Utah
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$302K
Name Market Value Shares Shares
Change 		Shares
Change %
SJL
76
Shayne & Jacobs LLC
Tennessee
$327K 3,035 – –
EWM
77
Evercore Wealth Management
New York
$321K 2,985 – –
DAS
78
Dynamic Advisor Solutions
Arizona
$312K 2,895 -212 -7%
Osaic Holdings
79
Osaic Holdings
Arizona
$302K 2,805 -20,492 -88%
MML Investors Services
80
MML Investors Services
Massachusetts
$301K 2,800 +497 +22%
Corient Private Wealth
81
Corient Private Wealth
Florida
$295K 2,740 -250 -8%
MFG
82
Merit Financial Group
Georgia
$288K 2,680 -1,040 -28%
AA
83
Advisory Alpha
Michigan
$285K 2,650 -625 -19%
DCM
84
Donaldson Capital Management
Indiana
$284K 2,640 – –
DWT
85
Dorsey & Whitney Trust
South Dakota
$269K 2,500 – –
AFAS
86
Acorn Financial Advisory Services
Virginia
$265K 2,463 +56 +2%
PWM
87
Prosperity Wealth Management
California
$259K 2,402 +2,402 New
TIAA Trust, National Association
88
TIAA Trust, National Association
North Carolina
$257K 2,387 – –
MBT
89
Montecito Bank & Trust
California
$256K 2,378 – –
SVWG
90
Shared Vision Wealth Group
United States
$249K 2,315 +2,315 New
HNB
91
Huntington National Bank
Ohio
– – – –
ATC
92
Argent Trust Co
Tennessee
$243K 2,254 – –
HH
93
Hilltop Holdings
Texas
$231K 2,142 -1,837 -46%
Comerica Bank
94
Comerica Bank
Texas
$230K 2,133 +6 +0.3%
BWCS
95
Beirne Wealth Consulting Services
Connecticut
$223K 2,070 – –
KAS
96
Kestra Advisory Services
Texas
$223K 2,069 -73 -3%
IAIM
97
International Assets Investment Management
Florida
$205K 1,909 – –
SPIA
98
Steward Partners Investment Advisory
New York
$194K 1,803 +839 +87%
CIAS
99
Capital Investment Advisory Services
North Carolina
$121K 1,121 – –
AssetMark Inc
100
AssetMark Inc
California
$114K 1,060 -384,796 -100%
2 3
4
5 6