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iShares Agency Bond ETF

149 hedge funds and large institutions have $423M invested in iShares Agency Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1% more funds holding

Funds holding: 147149 (+2)

3% more capital invested

Capital invested by funds: $410M → $423M (+$12.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.87% less ownership

Funds ownership: 67.86%65% (-2.9%)

20% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 55

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
44
Reduced
55
Closed
16
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$22.2K +$3.19K +30 +17%
KFS
127
Kelly Financial Services
Massachusetts
$19.7K +$106 +1 +0.5%
TFA
128
Toth Financial Advisory
Virginia
$15.9K
CT
129
Colonial Trust
South Carolina
$14.3K +$14.4K +135 New
ACM
130
Antonetti Capital Management
Florida
$13.3K
POIA
131
Pin Oak Investment Advisors
Texas
$12K
FFA
132
Founders Financial Alliance
North Carolina
$10.4K
JHCP
133
Jackson Hole Capital Partners
Oklahoma
$10.4K
HBW
134
Hazlett, Burt & Watson
West Virginia
$10K
FWP
135
FAS Wealth Partners
Kansas
$8.89K
BWL
136
Bogart Wealth LLC
Virginia
$6.98K -$3.73K -35 -35%
IAS
137
IMA Advisory Services
Colorado
$6.67K
AIC
138
Archer Investment Corporation
Indiana
$6.17K +$6.17K +58 New
RTL
139
Red Tortoise LLC
Georgia
$4.71K +$106 +1 +2%
FFA
140
Farther Finance Advisors
California
$3.28K
HR
141
Howe & Rusling
New York
$3.17K
EWA
142
EverSource Wealth Advisors
Alabama
$3.09K
GEA
143
Glen Eagle Advisors
New Jersey
$2.37K -$106 -1 -4%
FAM
144
Family Asset Management
South Carolina
$2.12K -$586K -5,501 -100%
AF
145
Advisornet Financial
Minnesota
$1.59K
Fidelity Investments
146
Fidelity Investments
Massachusetts
$1.06K +$958 +9 +900%
NA
147
NewEdge Advisors
Louisiana
$846 -$10.8K -101 -93%
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
$741 +$745 +7 New
Kayne Anderson Rudnick Investment Management
149
Kayne Anderson Rudnick Investment Management
California
$740
TAM
150
Tucker Asset Management
Colorado
$529