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iShares Agency Bond ETF

144 hedge funds and large institutions have $425M invested in iShares Agency Bond ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
46
Reduced
44
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WMA
101
West Michigan Advisors
Michigan
$258K 2,381 +2,381 New
IWC
102
Integrated Wealth Concepts
Massachusetts
$254K 2,347 +2,347 New
BFA
103
Beaumont Financial Advisors
Massachusetts
$253K 2,342 +2,342 New
PTC
104
Private Trust Company
Ohio
$176K 1,623 -23 -1%
GRP
105
Global Retirement Partners
California
$165K 1,518 +680 +81%
CFD
106
Creative Financial Designs
Indiana
$164K 1,512 -12 -0.8%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$161K 1,491 -6,848 -82%
IA
108
IFP Advisors
Florida
$146K 1,287 -519 -29%
GFWA
109
Grey Fox Wealth Advisors
Delaware
$123K 1,133 -40 -3%
CIAS
110
Capital Investment Advisory Services
North Carolina
$122K 1,124
AIP
111
Ameritas Investment Partners
Nebraska
$120K 1,105 -15 -1%
SPIA
112
Steward Partners Investment Advisory
New York
$98.9K 914 +880 +2,588%
BFEC
113
Benjamin F. Edwards & Company
Missouri
$96K 884
HI
114
Harbour Investments
Wisconsin
$93K 860 +32 +4%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$63K 586 -208 -26%
CYG
116
Clean Yield Group
Vermont
$49.4K 457
WT
117
Whittier Trust
California
$47.7K 441 -43 -9%
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$32.4K 300 -150 -33%
MHR
119
Matthew Hamilton Rosenberg
$31.9K 295
AWM
120
Accel Wealth Management
Iowa
$28.8K 266
AWM
121
Ameliora Wealth Management
Switzerland
$27.6K 255
CA
122
Centerpoint Advisors
Massachusetts
$20K 188 +188 New
KFS
123
Kelly Financial Services
Massachusetts
$19.8K 183 +1 +0.5%
HR
124
Howe & Rusling
New York
$17K 157 +157 New
TFA
125
Toth Financial Advisory
Virginia
$16.2K 150 -668 -82%