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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
CAN
151
Claraphi Advisory Network
United States
-$622K -5,279 Closed
FA
152
Fermata Advisors
California
-$581K -4,978 Closed
AIC
153
Ameritas Investment Company
Nebraska
-$580K -4,930 Closed
W
154
WealthOne
New York
-$514K -4,363 Closed
CA
155
Capital Advantage
California
-$423K -3,595 Closed
TSS
156
Two Sigma Securities
New York
-$352K -2,993 Closed
MHS
157
M Holdings Securities
Oregon
-$342K -2,905 Closed
DSAM
158
Dock Street Asset Management
Florida
-$279K -2,373 Closed
IA
159
IFG Advisory
Georgia
-$242K -2,061 Closed
Goldman Sachs
160
Goldman Sachs
New York
-$235K -2,000 Closed
CFG
161
Citizens Financial Group
Rhode Island
-$210K -1,787 Closed
CAC
162
Certified Advisory Corp
Florida
-$57K -488 Closed
SFS
163
Sowell Financial Services
Arkansas
-$47K -401 Closed
EP
164
Eudaimonia Partners
Tennessee
-$36K -307 Closed
TLFA
165
True Link Financial Advisors
California
-$15K -125 Closed
APWM
166
Atlas Private Wealth Management
New York
-$12K -104 Closed
ACM
167
Allred Capital Management
Texas
-$7.06K -60 Closed
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
-$4K -31 Closed
TC
169
Truvestments Capital
Florida
-$1K -5 Closed
ACA
170
Aptus Capital Advisors
Alabama
+$355 +3 New