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iShares Agency Bond ETF

138 hedge funds and large institutions have $503M invested in iShares Agency Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $420M → $503M (+$82.3M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

7.84% more ownership

Funds ownership: 66.6%74.43% (+7.8%)

1% more funds holding

Funds holding: 137138 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
43
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$8.29K +$1.31K +12 +19%
BWL
127
Bogart Wealth LLC
Virginia
$7.29K
AIC
128
Archer Investment Corporation
Indiana
$5.44K
RTL
129
Red Tortoise LLC
Georgia
$5.09K
Fidelity Investments
130
Fidelity Investments
Massachusetts
$5.07K +$3.07K +28 +156%
HBW
131
Hazlett, Burt & Watson
West Virginia
$5K -$5.37K -49 -54%
FFA
132
Farther Finance Advisors
California
$3.42K
IAIM
133
International Assets Investment Management
Florida
$1.91K +$22.9M +208,850 +10,940%
AF
134
Advisornet Financial
Minnesota
$1.66K
AF
135
Allworth Financial
California
$773 +$766 +7 New
FWP
136
FAS Wealth Partners
Kansas
$552
Kayne Anderson Rudnick Investment Management
137
Kayne Anderson Rudnick Investment Management
California
$221 -$87.5K -799 -100%
CA
138
CoreCap Advisors
Michigan
$110 +$109 +1 New
GEA
139
Glen Eagle Advisors
New Jersey
$74
SFC
140
Strategic Financial Concepts
Texas
-$228 -24,813 Closed
CM
141
Columbus Macro
Pennsylvania
-$519K -4,819 Closed
MML Investors Services
142
MML Investors Services
Massachusetts
-$301K -2,800 Closed
ATPW
143
Ashton Thomas Private Wealth
Arizona
-$108K -1,000 Closed
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
-$21.6K -200 Closed
KFS
145
Kelly Financial Services
Massachusetts
-$20.6K -191 Closed
NP
146
NorthRock Partners
Minnesota
-$1.72K -16 Closed
CP
147
Camelot Portfolios
Ohio
-$1.61K -15 Closed
GJWM
148
Gilliland Jeter Wealth Management
Arkansas
-$1.08K -10 Closed
TAM
149
Tucker Asset Management
Colorado
-$538 -5 Closed