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iShares Agency Bond ETF

142 hedge funds and large institutions have $332M invested in iShares Agency Bond ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 143142 (-1)

1.5% less ownership

Funds ownership: 58.4%56.9% (-1.5%)

8% less capital invested

Capital invested by funds: $360M → $332M (-$27.5M)

32% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 56

Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
38
Reduced
56
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Private Trust Company
Ohio
$123K
CIAS
102
Capital Investment Advisory Services
North Carolina
$120K
CF
103
Centaurus Financial
California
$116K
BFEC
104
Benjamin F. Edwards & Company
Missouri
$107K -$32.1K -294 -23%
WTC
105
WhitTier Trust Company
Nevada
$107K
CHA
106
Carmichael Hill & Associates
Maryland
$96K +$84.5K +773 +581%
HI
107
Harbour Investments
Wisconsin
$94K
TFA
108
Toth Financial Advisory
Virginia
$87K -$16.1K -147 -15%
CFD
109
Creative Financial Designs
Indiana
$81K -$105K -959 -56%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$76K +$42.6K +390 +119%
FWP
111
FAS Wealth Partners
Kansas
$67K -$4.48K -41 -6%
CFGS
112
Concourse Financial Group Securities
Alabama
$63K -$1.75K -16 -3%
GRP
113
Global Retirement Partners
California
$51K +$437 +4 +0.8%
CYG
114
Clean Yield Group
Vermont
$49K +$13.2K +121 +36%
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$48K -$17.9K -164 -27%
BSB
116
Bangor Savings Bank
Maine
$47K -$43.4K -397 -47%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.7K
MHR
118
Matthew Hamilton Rosenberg
$32K
SMG
119
Spectrum Management Group
Indiana
$32K +$32.8K +300 New
SIS
120
Sound Income Strategies
Florida
$30K
AWM
121
Accel Wealth Management
Iowa
$28K
PFA
122
Professional Financial Advisors
Nebraska
$27K +$109 +1 +0.4%
KFS
123
Kelly Financial Services
Massachusetts
$19.3K +$109 +1 +0.6%
ME
124
McIlrath & Eck
Washington
$14K
OPW
125
Oxler Private Wealth
New York
$13.4K +$15.3K +140 New