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iShares Agency Bond ETF

126 hedge funds and large institutions have $299M invested in iShares Agency Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

13% more funds holding

Funds holding: 112126 (+14)

2.21% less ownership

Funds ownership: 55.09%52.88% (-2.2%)

7% less capital invested

Capital invested by funds: $321M → $299M (-$22.1M)

Holders
126
Holders Change
+14
Holders Change %
+12.5%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
42
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
101
Accurate Investment Solutions
Pennsylvania
$44K +$43.9K +378 New
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$38K
VCP
103
Verus Capital Partners
Arizona
$29K +$29.5K +254 New
MPWT
104
MassMutual Private Wealth & Trust
Connecticut
$25K +$25.3K +218 New
APA
105
American Portfolios Advisors
New York
$24.9K +$812 +7 +3%
APWM
106
Atlas Private Wealth Management
New York
$24K +$24K +207 New
Fidelity Investments
107
Fidelity Investments
Massachusetts
$22K +$5.8K +50 +35%
AssetMark Inc
108
AssetMark Inc
California
$18K -$48.2M -415,451 -100%
IA
109
IFP Advisors
Florida
$15K -$12.3K -106 -46%
ME
110
McIlrath & Eck
Washington
$15K
WFMPM
111
Woodley Farra Manion Portfolio Management
Indiana
$15K +$15.2K +131 New
CHA
112
Carmichael Hill & Associates
Maryland
$12K +$12.2K +105 New
FPFS
113
First Personal Financial Services
North Carolina
$10K +$10.4K +90 New
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8.35K +72 New
ASN
115
Advisory Services Network
Georgia
$7K -$2.44K -21 -27%
Kayne Anderson Rudnick Investment Management
116
Kayne Anderson Rudnick Investment Management
California
$7K -$1.04K -9 -13%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$6K +$6.27K +54 New
ACM
118
Allred Capital Management
Texas
$5.2K +$5.22K +45 New
BBA
119
Braun-Bostich & Associates
Pennsylvania
$4K +$3.94K +34 New
CFA
120
Carroll Financial Associates
North Carolina
$3K
SIS
121
Sound Income Strategies
Florida
$3K
BFC
122
Bedel Financial Consulting
Indiana
$2K
GWM
123
Geneos Wealth Management
Colorado
$2K
CAAS
124
Capital Asset Advisory Services
Michigan
$2K +$2.44K +21 New
WQ
125
Wealth Quarterback
New Jersey
$18 +$234K +2,018 New