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iShares Agency Bond ETF

142 hedge funds and large institutions have $350M invested in iShares Agency Bond ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

5% more capital invested

Capital invested by funds: $332M → $350M (+$17.6M)

3.54% more ownership

Funds ownership: 56.9%60.44% (+3.5%)

0% more funds holding

Funds holding: 142142 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

29% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 52

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
37
Reduced
52
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
Capital Investment Advisory Services
North Carolina
$120K
AIP
102
Ameritas Investment Partners
Nebraska
$119K -$34.1K -320 -22%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$94K -$12.9K -121 -12%
GRP
104
Global Retirement Partners
California
$89.2K +$38K +357 +74%
HI
105
Harbour Investments
Wisconsin
$88.1K -$2.77K -26 -3%
TFA
106
Toth Financial Advisory
Virginia
$87.1K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$85K +$8.19K +77 +11%
MCC
108
Money Concepts Capital
Florida
$69.4K +$69.4K +652 New
CFGS
109
Concourse Financial Group Securities
Alabama
$62.5K
WT
110
Whittier Trust
California
$51.5K -$93.6K -880 -65%
CYG
111
Clean Yield Group
Vermont
$48.6K +$106 +1 +0.2%
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$47.9K
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.6K
MHR
114
Matthew Hamilton Rosenberg
$31.4K -$638 -6 -2%
AWM
115
Accel Wealth Management
Iowa
$28.3K
AWM
116
Ameliora Wealth Management
Switzerland
$27.1K +$27.1K +255 New
KFS
117
Kelly Financial Services
Massachusetts
$19.4K +$106 +1 +0.6%
ASN
118
Advisory Services Network
Georgia
$18.3K +$18.3K +172 New
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$15.1K +$10.3K +97 +216%
CT
120
Colonial Trust
South Carolina
$14.9K +$14.9K +140 New
ACM
121
Antonetti Capital Management
Florida
$13.4K
BWL
122
Bogart Wealth LLC
Virginia
$10.7K -$1.28K -12 -11%
FFA
123
Founders Financial Alliance
North Carolina
$10.4K
JHCP
124
Jackson Hole Capital Partners
Oklahoma
$10.4K
HBW
125
Hazlett, Burt & Watson
West Virginia
$10K