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iShares Agency Bond ETF

154 hedge funds and large institutions have $471M invested in iShares Agency Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 71 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+5
Holders Change %
+3.36%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
35
Reduced
71
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
126
Ameliora Wealth Management
Switzerland
$27.7K
AWM
127
Able Wealth Management
New Jersey
$22.6K +$22.6K +208 New
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$21.7K +$21.7K +200 New
KFS
129
Kelly Financial Services
Massachusetts
$20.4K +$217 +2 +1%
William Blair & Company
130
William Blair & Company
Illinois
$19.5K -$3.25K -30 -14%
GI
131
Gradient Investments
Minnesota
$16.8K +$16.8K +155 New
TFA
132
Toth Financial Advisory
Virginia
$16.3K
WP
133
WealthShield Partners
North Carolina
$14.4K -$349K -3,223 -96%
POIA
134
Pin Oak Investment Advisors
Texas
$12K
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$11.4K +$11.4K +105 New
CA
136
Clearstead Advisors
Ohio
$11.2K +$11.2K +103 New
GA
137
GoalVest Advisory
New York
$10.7K -$22.8K -210 -68%
JHCP
138
Jackson Hole Capital Partners
Oklahoma
$10.6K
FFA
139
Founders Financial Alliance
North Carolina
$10.6K
HBW
140
Hazlett, Burt & Watson
West Virginia
$10K
NS
141
NBC Securities
Alabama
$9K -$55.8K -533 -86%
BWL
142
Bogart Wealth LLC
Virginia
$7.16K
AIC
143
Archer Investment Corporation
Indiana
$6.4K +$108 +1 +2%
Bessemer Group
144
Bessemer Group
New Jersey
$6K +$6K +53 New
RTL
145
Red Tortoise LLC
Georgia
$4.89K
FFA
146
Farther Finance Advisors
California
$3.36K
HR
147
Howe & Rusling
New York
$3.25K
EWA
148
EverSource Wealth Advisors
Alabama
$3.21K +$107 +1 +3%
NP
149
NorthRock Partners
Minnesota
$1.74K +$1.74K +16 New
AF
150
Advisornet Financial
Minnesota
$1.63K