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iShares Agency Bond ETF

152 hedge funds and large institutions have $536M invested in iShares Agency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

23% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 40

10% more funds holding

Funds holding: 138152 (+14)

7% more capital invested

Capital invested by funds: $503M → $536M (+$33.7M)

3.19% more ownership

Funds ownership: 74.43%77.62% (+3.2%)

Holders
152
Holders Change
+14
Holders Change %
+10.14%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
49
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
101
Argent Trust Co
Tennessee
$243K
Comerica Bank
102
Comerica Bank
Texas
$242K -$870 -8 -0.4%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$233K +$235K +2,162 New
Creative Planning
104
Creative Planning
Kansas
$228K +$230K +2,114 New
TIAA Trust, National Association
105
TIAA Trust, National Association
North Carolina
$227K
SA
106
Sanctuary Advisors
Indiana
$225K -$231K -2,123 -51%
MBT
107
Montecito Bank & Trust
California
$224K
SPIA
108
Steward Partners Investment Advisory
New York
$206K -$2.07K -19 -1%
PFT
109
Providence First Trust
Arizona
$124K +$125K +1,146 New
CIAS
110
Capital Investment Advisory Services
North Carolina
$121K
TPCM
111
Templeton & Phillips Capital Management
Tennessee
$109K
HNB
112
Huntington National Bank
Ohio
$106K
AssetMark Inc
113
AssetMark Inc
California
$76.5K -$38.1K -350 -33%
IA
114
IFP Advisors
Florida
$76.3K +$76.9K +707 New
CYG
115
Clean Yield Group
Vermont
$70.2K +$11.1K +102 +19%
GRP
116
Global Retirement Partners
California
$67.4K
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$59.9K -$2.72K -25 -4%
PS
118
Principal Securities
Iowa
$53.2K
DJSG
119
D.J. St. Germain
Massachusetts
$51.3K
HI
120
Harbour Investments
Wisconsin
$48.9K
WT
121
Whittier Trust
California
$47.6K
CFGS
122
Concourse Financial Group Securities
Alabama
$46.8K -$6.53K -60 -12%
WSFS
123
Wilmington Savings Fund Society
Delaware
$37.8K
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$32.4K
BF
125
BOK Financial
Oklahoma
$24.4K