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iShares Agency Bond ETF

147 hedge funds and large institutions have $410M invested in iShares Agency Bond ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 18 closing their positions.

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
40
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IWC
101
Integrated Wealth Concepts
Massachusetts
$251K 2,350 +3 +0.1%
WMA
102
West Michigan Advisors
Michigan
$240K 2,242 -139 -6%
CCA
103
Checchi Capital Advisers
California
$224K 2,098 -501 -19%
BWCS
104
Beirne Wealth Consulting Services
Connecticut
$221K 2,070 -2,500 -55%
CA
105
Cetera Advisors
Colorado
$206K 1,922 +1,922 New
PTC
106
Private Trust Company
Ohio
$175K 1,635 +12 +0.7%
CIAS
107
Capital Investment Advisory Services
North Carolina
$120K 1,124
GRP
108
Global Retirement Partners
California
$119K 1,109 -409 -27%
CFD
109
Creative Financial Designs
Indiana
$110K 1,025 -487 -32%
SPIA
110
Steward Partners Investment Advisory
New York
$108K 1,010 +96 +11%
IA
111
IFP Advisors
Florida
$108K 1,009 -278 -22%
CFB
112
Cullen/Frost Bankers
Texas
$107K 1,000 +1,000 New
HI
113
Harbour Investments
Wisconsin
$90.3K 844 -16 -2%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$64K 596 +10 +2%
DJSG
115
D.J. St. Germain
Massachusetts
$50.8K 475 +475 New
CYG
116
Clean Yield Group
Vermont
$50.1K 468 +11 +2%
WT
117
Whittier Trust
California
$47.2K 441
PMFA
118
Plante Moran Financial Advisors
Michigan
$42.8K 400 +400 New
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$32K 300
MHR
120
Matthew Hamilton Rosenberg
$31.6K 295
AWM
121
Ameliora Wealth Management
Switzerland
$27.3K 255
GA
122
GoalVest Advisory
New York
$22.5K 210 +210 New
KFS
123
Kelly Financial Services
Massachusetts
$19.8K 185 +2 +1%
William Blair & Company
124
William Blair & Company
Illinois
$19.3K 180 +180 New
TFA
125
Toth Financial Advisory
Virginia
$16K 150