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iShares Agency Bond ETF
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Overview Fund Activity

58 hedge funds and large institutions have $255M invested in iShares Agency Bond ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$12.4M
2
CSIA
2
Charles Schwab Investment Advisory
California
$51.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.88M
4
Wells Fargo
4
Wells Fargo
California
$90.1M
5
U
5
UBS
Switzerland
$4.2M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$4.34M
2
ACP
2
Ashfield Capital Partners
California
$5.57M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$886K
4
BFA
4
BlackRock Fund Advisors
California
$0
5
Ameriprise
5
Ameriprise
Minnesota
$3.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$90.1M 801,971 +15,971 +2%
CSIA
2
Charles Schwab Investment Advisory
California
$51.6M 459,701 +28,481 +7%
JIR
3
James Investment Research
Ohio
– – – –
MAA
4
Managed Account Advisors
New Jersey
$12.4M 110,709 +94,146 +568%
Bank of America
5
Bank of America
North Carolina
$12M 106,569 -1,492 -1%
Morgan Stanley
6
Morgan Stanley
New York
$8.99M 80,088 -117 -0.1%
KeyBank National Association
7
KeyBank National Association
Ohio
$6.79M 60,486 +3,434 +6%
ACP
8
Ashfield Capital Partners
California
$5.57M 49,627 -13,943 -22%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$4.34M 38,624 -36,891 -49%
Jane Street
10
Jane Street
New York
$4.23M 37,663 +7,457 +25%
U
11
UBS
Switzerland
$4.2M 37,443 +8,213 +28%
RCAG
12
Rehmann Capital Advisory Group
Michigan
$3.21M 28,567 +503 +2%
Ameriprise
13
Ameriprise
Minnesota
$3.14M 27,998 -5,946 -18%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.05M 27,113 -902 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.88M 25,625 +16,677 +186%
Charles Schwab
16
Charles Schwab
California
$2.82M 25,067 +1,948 +8%
CI
17
Cambiar Investors
Colorado
$2.07M 18,428 -1,608 -8%
AA
18
Alesco Advisors
New York
$1.49M 13,250 – –
HPC
19
HM Payson & Co
Maine
$1.4M 12,444 – –
US Bancorp
20
US Bancorp
Minnesota
$1.32M 11,732 +475 +4%
NC
21
NewSquare Capital
Pennsylvania
$1.29M 11,471 -595 -5%
MIS
22
Morningstar Investment Services
Illinois
$1.22M 10,844 +1,119 +12%
AssetMark Inc
23
AssetMark Inc
California
$1.12M 9,928 +440 +5%
FIG
24
Fusion Investment Group
Pennsylvania
$1.11M 9,891 +9 +0.1%
BHB
25
Bank Hapoalim BM
Israel
– – – –
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