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iShares Agency Bond ETF

152 hedge funds and large institutions have $536M invested in iShares Agency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

23% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 40

10% more funds holding

Funds holding: 138152 (+14)

7% more capital invested

Capital invested by funds: $503M → $536M (+$33.7M)

3.19% more ownership

Funds ownership: 74.43%77.62% (+3.2%)

Holders
152
Holders Change
+14
Holders Change %
+10.14%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
49
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$23K +$435 +4 +2%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$22K +$17.2K +158 +343%
FVIM
128
Fort Vancouver Investment Management
Washington
$17.8K
TFA
129
Toth Financial Advisory
Virginia
$16.2K
AIP
130
Ameritas Investment Partners
Nebraska
$10.8K
FFA
131
Founders Financial Alliance
North Carolina
$10.6K
JHCP
132
Jackson Hole Capital Partners
Oklahoma
$10.6K
POIA
133
Pin Oak Investment Advisors
Texas
$10K
T
134
Transce3nd
Texas
$9.82K +$9.9K +91 New
LI
135
LRI Investments
Florida
$9.18K
BWL
136
Bogart Wealth LLC
Virginia
$7.13K
PIS
137
POM Investment Strategies
North Carolina
$6.15K +$6.2K +57 New
AIC
138
Archer Investment Corporation
Indiana
$5.39K +$109 +1 +2%
RTL
139
Red Tortoise LLC
Georgia
$5.04K +$109 +1 +2%
MWA
140
Medallion Wealth Advisors
Connecticut
$4.32K +$4.35K +40 New
HBW
141
Hazlett, Burt & Watson
West Virginia
$4K
WTFG
142
Wood Tarver Financial Group
Idaho
$4K +$4.79K +44 New
FWM
143
FLP Wealth Management
Arkansas
$3.78K +$3.81K +35 New
MCM
144
MAI Capital Management
Ohio
$3.78K +$3.81K +35 New
MCM
145
Mainstream Capital Management
California
$1.51K +$1.52K +14 New
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$1.19K -$6.96K -64 -85%
CA
147
CoreCap Advisors
Michigan
$1.08K +$979 +9 +900%
NWWA
148
New Wave Wealth Advisors
Arkansas
$1.08K +$1.09K +10 New
FWP
149
FAS Wealth Partners
Kansas
$540
Jones Financial Companies
150
Jones Financial Companies
Missouri
$432 +$435 +4 New