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iShares Agency Bond ETF

147 hedge funds and large institutions have $374M invested in iShares Agency Bond ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 157147 (-10)

16.37% less ownership

Funds ownership: 68.17%51.8% (-16%)

27% less capital invested

Capital invested by funds: $512M → $374M (-$138M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
57
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
101
Eagle Asset Management
Florida
$228K +$16.7K +141 +8%
PFT
102
Providence First Trust
Arizona
$201K +$200K +1,696 New
William Blair & Company
103
William Blair & Company
Illinois
$199K +$1.42K +12 +0.7%
MA
104
MUFG Americas
New York
$164K -$1.89K -16 -1%
WT
105
Whittier Trust
California
$161K
CYG
106
Clean Yield Group
Vermont
$154K +$154K +1,304 New
CIAS
107
Capital Investment Advisory Services
North Carolina
$153K
CFGS
108
Concourse Financial Group Securities
Alabama
$152K -$17.1K -145 -10%
AIP
109
Ameritas Investment Partners
Nebraska
$148K +$16K +135 +12%
CF
110
Centaurus Financial
California
$130K -$1.06K -9 -0.8%
WTC
111
WhitTier Trust Company
Nevada
$118K
JAWM
112
J. Arnold Wealth Management
Ohio
$95K +$118 +1 +0.1%
CWA
113
Clearview Wealth Advisors
Oregon
$77K -$43.7K -370 -36%
NFG
114
Next Financial Group
Texas
$63K
HI
115
Harbour Investments
Wisconsin
$52K -$10.8K -91 -17%
APA
116
American Portfolios Advisors
New York
$45.5K +$14.2K +120 +45%
FPS
117
Fieldpoint Private Securities
Connecticut
$45K +$14.8K +125 +50%
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43K
FFA
119
Founders Financial Alliance
North Carolina
$42K +$29.2K +247 +240%
CA
120
Clearstead Advisors
Ohio
$42K +$41.8K +354 New
JP Morgan Chase
121
JP Morgan Chase
New York
$41K
SPIA
122
Steward Partners Investment Advisory
New York
$39K -$3.55K -30 -8%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$38K
SIS
124
Sound Income Strategies
Florida
$33K
AWM
125
Accel Wealth Management
Iowa
$31K