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iShares Agency Bond ETF

144 hedge funds and large institutions have $456M invested in iShares Agency Bond ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
144
Holders Change
-10
Holders Change %
-6.49%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
50
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$230K 2,127 +317 +18%
BWCS
102
Beirne Wealth Consulting Services
Connecticut
$224K 2,070
IAIM
103
International Assets Investment Management
Florida
$205K 1,909 -2,175 -53%
CIAS
104
Capital Investment Advisory Services
North Carolina
$121K 1,121
TPCM
105
Templeton & Phillips Capital Management
Tennessee
$109K 1,008 +1,008 New
SPIA
106
Steward Partners Investment Advisory
New York
$104K 964 -3 -0.3%
Kayne Anderson Rudnick Investment Management
107
Kayne Anderson Rudnick Investment Management
California
$86.3K 801 +799 +39,950%
GRP
108
Global Retirement Partners
California
$81.4K 753 -150 -17%
PS
109
Principal Securities
Iowa
$62.2K 576 +5 +0.9%
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$62.2K 580 +580 New
NCTC
111
New Covenant Trust Company
Indiana
$57.6K 533 +533 New
CYG
112
Clean Yield Group
Vermont
$56.7K 524 +54 +11%
CFGS
113
Concourse Financial Group Securities
Alabama
$55.8K 516 +37 +8%
DJSG
114
D.J. St. Germain
Massachusetts
$51.3K 475
Fidelity Investments
115
Fidelity Investments
Massachusetts
$48.9K 453 +451 +22,550%
HI
116
Harbour Investments
Wisconsin
$48.9K 453
WT
117
Whittier Trust
California
$47.7K 441
CAL
118
Capital Analysts LLC
Pennsylvania
$45K 418 +418 New
SWC
119
Spectrum Wealth Counsel
Indiana
$32.4K 300
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$32.1K 300
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$31K 285 +1 +0.4%
AWM
122
Ameliora Wealth Management
Switzerland
$27.6K 255
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$21.6K 200
KFS
124
Kelly Financial Services
Massachusetts
$20.5K 189 +1 +0.5%
William Blair & Company
125
William Blair & Company
Illinois
$19.4K 180