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iShares Agency Bond ETF

147 hedge funds and large institutions have $374M invested in iShares Agency Bond ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 157147 (-10)

16.37% less ownership

Funds ownership: 68.17%51.8% (-16%)

27% less capital invested

Capital invested by funds: $512M → $374M (-$138M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
57
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
126
Carmichael Hill & Associates
Maryland
$30K +$14.7K +124 +93%
GRP
127
Global Retirement Partners
California
$29K -$6.03K -51 -17%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$29K +$29K +245 New
GEA
129
Glen Eagle Advisors
New Jersey
$20.4K -$9.81K -83 -33%
APC
130
Aspire Private Capital
North Carolina
$20K +$3.9K +33 +25%
CAL
131
Capital Analysts LLC
Pennsylvania
$19K -$1.79M -15,144 -99%
ME
132
McIlrath & Eck
Washington
$16K
Fidelity Investments
133
Fidelity Investments
Massachusetts
$16K +$1.3K +11 +9%
IRC
134
Investors Research Corp
Georgia
$16K +$8.27K +70 +103%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$11K +$3.07K +26 +37%
AssetMark Inc
136
AssetMark Inc
California
$10K -$102M -865,673 -100%
JPLA
137
Joseph P. Lucia & Associates
New York
$9K
CHC
138
City Holding Co
West Virginia
$7K +$6.86K +58 New
IAS
139
IMA Advisory Services
Colorado
$6K
Kayne Anderson Rudnick Investment Management
140
Kayne Anderson Rudnick Investment Management
California
$4K
COCM
141
Charter Oak Capital Management
New Hampshire
$3K
ASN
142
Advisory Services Network
Georgia
$3K +$2.6K +22 New
BFC
143
Bedel Financial Consulting
Indiana
$2K
CAAS
144
Capital Asset Advisory Services
Michigan
$2K
IF
145
Ironwood Financial
Arizona
$1K +$473 +4 +57%
TAM
146
Tucker Asset Management
Colorado
$592
Jane Street
147
Jane Street
New York
-$39.4M -334,563 Closed
AWM
148
AE Wealth Management
Kansas
-$2.69M -22,849 Closed
SFM
149
Signet Financial Management
New Jersey
-$1.88M -15,933 Closed
CAG
150
Csenge Advisory Group
Florida
-$930K -7,888 Closed