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iShares Agency Bond ETF

149 hedge funds and large institutions have $423M invested in iShares Agency Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
44
Reduced
55
Closed
16
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Shares
Change %
DWT
101
Dorsey & Whitney Trust
South Dakota
$265K
EAM
102
Eagle Asset Management
Florida
$223K -$332K -3,141 -60%
BWCS
103
Beirne Wealth Consulting Services
Connecticut
$221K
CCA
104
Checchi Capital Advisers
California
$220K -$1.59K -15 -0.7%
BMCM
105
Bryn Mawr Capital Management
Pennsylvania
$217K +$217K +2,054 New
CFD
106
Creative Financial Designs
Indiana
$215K +$106K +1,003 +98%
PTC
107
Private Trust Company
Ohio
$199K +$26.3K +249 +15%
Comerica Bank
108
Comerica Bank
Texas
$189K +$189K +1,786 New
CIAS
109
Capital Investment Advisory Services
North Carolina
$119K
AIP
110
Ameritas Investment Partners
Nebraska
$105K +$94.2K +890 +890%
SPIA
111
Steward Partners Investment Advisory
New York
$102K -$4.97K -47 -5%
CFB
112
Cullen/Frost Bankers
Texas
$79.4K -$26.5K -250 -25%
GRP
113
Global Retirement Partners
California
$69.5K -$47.3K -449 -40%
NS
114
NBC Securities
Alabama
$65K +$65K +619 New
HI
115
Harbour Investments
Wisconsin
$55.2K -$34K -322 -38%
Legacy Financial Group (Iowa)
116
Legacy Financial Group (Iowa)
Iowa
$52.7K +$52.7K +498 New
CFGS
117
Concourse Financial Group Securities
Alabama
$51.5K -$1.53M -14,433 -97%
DJSG
118
D.J. St. Germain
Massachusetts
$50.3K
CYG
119
Clean Yield Group
Vermont
$49.5K +$106 +1 +0.2%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$47K -$15.8K -150 -25%
WT
121
Whittier Trust
California
$46.7K
BAAM
122
Baker Avenue Asset Management
California
$40.4K +$40.4K +382 New
GA
123
GoalVest Advisory
New York
$32.7K +$10.5K +99 +47%
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$31.6K
AWM
125
Ameliora Wealth Management
Switzerland
$27K