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iShares Agency Bond ETF

143 hedge funds and large institutions have $453M invested in iShares Agency Bond ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

51% more capital invested

Capital invested by funds: $299M → $453M (+$153M)

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

13% more funds holding

Funds holding: 126143 (+17)

4.87% more ownership

Funds ownership: 52.88%57.75% (+4.9%)

Holders
143
Holders Change
+17
Holders Change %
+13.49%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.15%
New
36
Increased
47
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
101
Simplicity Solutions
Minnesota
$227K -$134K -1,139 -38%
CST
102
Charles Schwab Trust
Nevada
$225K +$9.32K +79 +4%
WT
103
Whittier Trust
California
$202K +$26.1K +221 +15%
APA
104
American Portfolios Advisors
New York
$200K +$170K +1,440 +670%
LFG
105
LifePlan Financial Group
Ohio
$165K -$7.55K -64 -4%
CFGS
106
Concourse Financial Group Securities
Alabama
$129K +$11.7K +99 +10%
PCG
107
Private Capital Group
Connecticut
$109K -$232K -1,966 -69%
AIP
108
Ameritas Investment Partners
Nebraska
$103K
BAM
109
BTS Asset Management
Massachusetts
$86K +$37.4K +317 +79%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.3K
FMII
111
Farmers & Merchants Investments Inc
Nebraska
$74K +$4.72K +40 +7%
AIS
112
Accurate Investment Solutions
Pennsylvania
$66K +$20.1K +170 +45%
NFG
113
Next Financial Group
Texas
$64K
SPIA
114
Steward Partners Investment Advisory
New York
$50K -$118 -1 -0.2%
GRP
115
Global Retirement Partners
California
$49K -$175K -1,484 -79%
FCB
116
First Command Bank
Texas
$46K
FCFS
117
First Command Financial Services
Texas
$46K
VCP
118
Verus Capital Partners
Arizona
$41K +$10.3K +87 +34%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$38K
GEA
120
Glen Eagle Advisors
New Jersey
$37.7K +$36.9K +313 New
ASN
121
Advisory Services Network
Georgia
$30K +$21.9K +186 +321%
APWM
122
Atlas Private Wealth Management
New York
$25K
CAC
123
Certified Advisory Corp
Florida
$20K -$29K -246 -60%
IA
124
IFP Advisors
Florida
$18K +$3.42K +29 +23%
ME
125
McIlrath & Eck
Washington
$16K