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iShares Agency Bond ETF

145 hedge funds and large institutions have $512M invested in iShares Agency Bond ETF in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

11% more funds holding

Funds holding: 131145 (+14)

2% less capital invested

Capital invested by funds: $521M → $512M (-$9.06M)

4.12% less ownership

Funds ownership: 59.74%55.63% (-4.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
145
Holders Change
+14
Holders Change %
+10.69%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
31
Increased
49
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
101
Whittier Trust
California
$185K -$14.7K -122 -7%
CF
102
Centaurus Financial
California
$180K
CIAS
103
Capital Investment Advisory Services
North Carolina
$154K
CFGS
104
Concourse Financial Group Securities
Alabama
$134K -$2.29K -19 -2%
CWA
105
Clearview Wealth Advisors
Oregon
$122K +$123K +1,019 New
WTC
106
WhitTier Trust Company
Nevada
$120K -$118K -977 -49%
AIP
107
Ameritas Investment Partners
Nebraska
$114K
PCG
108
Private Capital Group
Connecticut
$108K
JAWM
109
J. Arnold Wealth Management
Ohio
$96K +$96.3K +800 New
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$79K -$2.17K -18 -3%
CAL
111
Capital Analysts LLC
Pennsylvania
$69K +$69.5K +577 New
NFG
112
Next Financial Group
Texas
$64K
SPIA
113
Steward Partners Investment Advisory
New York
$52K +$12K +100 +30%
BWM
114
Birchcreek Wealth Management
Ohio
$52K +$52.7K +438 New
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.4K
JP Morgan Chase
116
JP Morgan Chase
New York
$41K -$418K -3,472 -91%
SFS
117
Sowell Financial Services
Arkansas
$40K
GRP
118
Global Retirement Partners
California
$38K -$106K -878 -74%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$38K
GEA
120
Glen Eagle Advisors
New Jersey
$37.4K
VCG
121
Vantage Consulting Group
Virginia
$36K +$36.6K +304 New
SIS
122
Sound Income Strategies
Florida
$34K +$33.8K +281 New
AWM
123
Accel Wealth Management
Iowa
$32K +$32K +266 New
FPS
124
Fieldpoint Private Securities
Connecticut
$30K +$30.1K +250 New
APC
125
Aspire Private Capital
North Carolina
$25K -$3.97K -33 -14%