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iShares Agency Bond ETF
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Overview Fund Activity

135 hedge funds and large institutions have $449M invested in iShares Agency Bond ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 24 closing their positions.

Holders
135
Holders Change
-8
Holders Change %
-5.59%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
17
Increased
54
Reduced
41
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$28.5M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$17.3M
3
GT
3
Greenleaf Trust
Michigan
$13.2M
4
BlackRock
4
BlackRock
New York
$9.23M
5
CFG
5
Capstone Financial Group
Oklahoma
$13.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$47.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.17M
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$4.24M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$0
5
CAN
5
Claraphi Advisory Network
United States
$712K
Name Market Value Shares Shares
Change 		Shares
Change %
BFIM
126
Beese Fulmer Investment Management
Ohio
$5K 40 +40 New
TFA
127
Toth Financial Advisory
Virginia
$4K 31 +31 New
CAAS
128
Capital Asset Advisory Services
Michigan
$3K 21 – –
CAC
129
Certified Advisory Corp
Florida
$2K 18 -145 -89%
BFC
130
Bedel Financial Consulting
Indiana
$2K 15 – –
William Blair & Company
131
William Blair & Company
Illinois
$1K 5 – –
TFA
132
Transamerica Financial Advisors
Florida
$1K 1 +1 New
IF
133
Ironwood Financial
Arizona
$1K 7 +7 New
RWA
134
Redhawk Wealth Advisors
Minnesota
– – -37,605 Closed
CFG
135
Cooper Financial Group
California
– – -14,893 Closed
CAGAS
136
Capital Advisory Group Advisory Services
Minnesota
– – -14,452 Closed
VFM
137
Vivid Financial Management
California
– – -7,111 Closed
CAG
138
Csenge Advisory Group
Florida
– – -6,770 Closed
HGWM
139
Horst & Graben Wealth Management
Oregon
– – -6,285 Closed
AA
140
Alesco Advisors
New York
– – -5,000 Closed
TNB
141
TCF National Bank
South Dakota
– – -3,080 Closed
W
142
WealthOne
New York
– – -2,437 Closed
WAS
143
Winch Advisory Services
Wisconsin
– – -2,032 Closed
CST
144
Charles Schwab Trust
Nevada
– – -1,867 Closed
FMII
145
Farmers & Merchants Investments Inc
Nebraska
– – -610 Closed
AIS
146
Accurate Investment Solutions
Pennsylvania
– – -548 Closed
NFG
147
Next Financial Group
Texas
– – -533 Closed
FCFS
148
First Command Financial Services
Texas
– – -384 Closed
FCB
149
First Command Bank
Texas
– – -384 Closed
ASN
150
Advisory Services Network
Georgia
– – -244 Closed
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6
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