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iShares Agency Bond ETF

138 hedge funds and large institutions have $503M invested in iShares Agency Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $420M → $503M (+$82.3M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

7.84% more ownership

Funds ownership: 66.6%74.43% (+7.8%)

1% more funds holding

Funds holding: 137138 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
43
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$374K -$23K -210 -6%
ASN
77
Advisory Services Network
Georgia
$347K
Financial Engines Advisors
78
Financial Engines Advisors
California
$339K +$336K +3,071 New
SJL
79
Shayne & Jacobs LLC
Tennessee
$335K
PFG
80
Pacific Financial Group
Washington
$331K -$34K -311 -9%
EWM
81
Evercore Wealth Management
New York
$319K -$10.9K -100 -3%
DAS
82
Dynamic Advisor Solutions
Arizona
$318K -$1.31K -12 -0.4%
FFG
83
Fiduciary Financial Group
California
$318K -$31.6K -289 -9%
MFG
84
Merit Financial Group
Georgia
$296K
AA
85
Advisory Alpha
Michigan
$293K
DCM
86
Donaldson Capital Management
Indiana
$291K
AFAS
87
Acorn Financial Advisory Services
Virginia
$279K +$7.01K +64 +3%
DWT
88
Dorsey & Whitney Trust
South Dakota
$276K
PWM
89
Prosperity Wealth Management
California
$267K +$1.53K +14 +0.6%
Citadel Advisors
90
Citadel Advisors
Florida
$266K +$264K +2,408 New
Osaic Holdings
91
Osaic Holdings
Arizona
$263K -$46.6K -426 -15%
SVWG
92
Shared Vision Wealth Group
United States
$255K -$328 -3 -0.1%
ATC
93
Argent Trust Co
Tennessee
$249K
Comerica Bank
94
Comerica Bank
Texas
$248K +$12.5K +114 +5%
TIAA Trust, National Association
95
TIAA Trust, National Association
North Carolina
$232K -$31.1K -284 -12%
MBT
96
Montecito Bank & Trust
California
$229K -$32.8K -300 -13%
BWCS
97
Beirne Wealth Consulting Services
Connecticut
$229K
KAS
98
Kestra Advisory Services
Texas
$223K -$5.37K -49 -2%
SPIA
99
Steward Partners Investment Advisory
New York
$213K +$13.5K +123 +7%
HH
100
Hilltop Holdings
Texas
$210K -$26.1K -238 -11%