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iShares Agency Bond ETF

135 hedge funds and large institutions have $449M invested in iShares Agency Bond ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

1% less capital invested

Capital invested by funds: $453M → $449M (-$3.24M)

1.06% less ownership

Funds ownership: 57.75%56.69% (-1.1%)

6% less funds holding

Funds holding: 143135 (-8)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
135
Holders Change
-8
Holders Change %
-5.59%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
17
Increased
54
Reduced
41
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$139K +$9.9K +82 +8%
CFD
102
Creative Financial Designs
Indiana
$121K +$121K +1,003 New
PCG
103
Private Capital Group
Connecticut
$109K
AIP
104
Ameritas Investment Partners
Nebraska
$104K
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.7K
SFS
106
Sowell Financial Services
Arkansas
$66K -$195K -1,618 -75%
SPIA
107
Steward Partners Investment Advisory
New York
$55K +$3.98K +33 +8%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$54K -$263K -2,176 -83%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$38K
GEA
110
Glen Eagle Advisors
New Jersey
$37.9K
BFEC
111
Benjamin F. Edwards & Company
Missouri
$29K +$29.1K +241 New
APWM
112
Atlas Private Wealth Management
New York
$25K
IA
113
IFP Advisors
Florida
$21K +$2.41K +20 +13%
MA
114
MUFG Americas
New York
$16K -$27.3K -226 -12%
ME
115
McIlrath & Eck
Washington
$16K
WFMPM
116
Woodley Farra Manion Portfolio Management
Indiana
$16K
CHA
117
Carmichael Hill & Associates
Maryland
$16K +$3.38K +28 +27%
HFA
118
HC Financial Advisors
California
$12K
Fidelity Investments
119
Fidelity Investments
Massachusetts
$10K +$121 +1 +1%
RCA
120
Rowland Carmichael Advisors
Arizona
$9K -$672K -5,570 -99%
CAN
121
Cetera Advisor Networks
California
$9K +$9.29K +77 New
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$8K +$1.93K +16 +30%
BWM
123
BerganKDV Wealth Management
Minnesota
$7K +$7.12K +59 New
CL
124
Cabana LLC
Arkansas
$6K +$5.79K +48 New
Kayne Anderson Rudnick Investment Management
125
Kayne Anderson Rudnick Investment Management
California
$5K