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iShares Agency Bond ETF

138 hedge funds and large institutions have $503M invested in iShares Agency Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $420M → $503M (+$82.3M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

7.84% more ownership

Funds ownership: 66.6%74.43% (+7.8%)

1% more funds holding

Funds holding: 137138 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
43
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
101
Corient Private Wealth
Florida
$201K -$100K -915 -33%
CIAS
102
Capital Investment Advisory Services
North Carolina
$124K
AssetMark Inc
103
AssetMark Inc
California
$117K -$109 -1 -0.1%
HNB
104
Huntington National Bank
Ohio
$113K
TPCM
105
Templeton & Phillips Capital Management
Tennessee
$111K
GRP
106
Global Retirement Partners
California
$68.9K -$547 -5 -0.8%
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$64K
CYG
108
Clean Yield Group
Vermont
$60.5K +$219 +2 +0.4%
CFGS
109
Concourse Financial Group Securities
Alabama
$54.5K -$2.63K -24 -5%
PS
110
Principal Securities
Iowa
$54.4K +$766 +7 +1%
DJSG
111
D.J. St. Germain
Massachusetts
$52.4K
HI
112
Harbour Investments
Wisconsin
$50K
WT
113
Whittier Trust
California
$48.7K
WSFS
114
Wilmington Savings Fund Society
Delaware
$38.6K +$38.3K +350 New
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$33.1K
SWC
116
Spectrum Wealth Counsel
Indiana
$33.1K
BF
117
BOK Financial
Oklahoma
$25K +$24.9K +227 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$23K -$4.05K -37 -15%
FVIM
119
Fort Vancouver Investment Management
Washington
$18.2K
TFA
120
Toth Financial Advisory
Virginia
$16.6K
AIP
121
Ameritas Investment Partners
Nebraska
$11K
FFA
122
Founders Financial Alliance
North Carolina
$10.8K
JHCP
123
Jackson Hole Capital Partners
Oklahoma
$10.8K
LI
124
LRI Investments
Florida
$9.21K
POIA
125
Pin Oak Investment Advisors
Texas
$9K