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iShares Agency Bond ETF
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Overview Fund Activity

68 hedge funds and large institutions have $332M invested in iShares Agency Bond ETF in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
23
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JIR
1
James Investment Research
Ohio
$8.49M
2
AssetMark Inc
2
AssetMark Inc
California
$41.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.21M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$56.1M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$395K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$459K
3
Wells Fargo
3
Wells Fargo
California
$94.5M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
ZB
5
Zions Bancorporation
Utah
$918K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$94.5M 835,361 -31,196 -4%
CSIA
2
Charles Schwab Investment Advisory
California
$56.1M 495,919 +9,423 +2%
AssetMark Inc
3
AssetMark Inc
California
$41.6M 367,633 +61,637 +20%
US Bancorp
4
US Bancorp
Minnesota
$17.9M 157,714 -6,195 -4%
KeyBank National Association
5
KeyBank National Association
Ohio
$17.5M 154,516 +4,722 +3%
Bank of America
6
Bank of America
North Carolina
$11.7M 103,034 -6,205 -6%
JIR
7
James Investment Research
Ohio
$8.49M 75,031 +75,031 New
Morgan Stanley
8
Morgan Stanley
New York
$8.4M 74,239 +10,079 +16%
MAA
9
Managed Account Advisors
New Jersey
$7.78M 68,764 +8,235 +14%
ACP
10
Ashfield Capital Partners
California
$7.35M 64,936 +1,040 +2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$6.21M 54,864 +48,075 +708%
RJA
12
Raymond James & Associates
Florida
$4.5M 39,753 -3,638 -8%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$4.48M 39,578 -4,180 -10%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$3.37M 29,801 +378 +1%
UBS Group
15
UBS Group
Switzerland
$3.35M 29,592 -5,794 -16%
Charles Schwab
16
Charles Schwab
California
$3.21M 28,379 +1,759 +7%
MIS
17
Morningstar Investment Services
Illinois
$3.17M 28,016 +4,532 +19%
BRWA
18
B. Riley Wealth Advisors
Florida
$2.56M 22,573 -1,453 -6%
BHB
19
Bank Hapoalim BM
Israel
– – – –
CI
20
Cambiar Investors
Colorado
$2.06M 18,214 +55 +0.3%
BA
21
BlackRock Advisors
Delaware
$2.02M 17,855 +6,643 +59%
EWM
22
Evercore Wealth Management
New York
$2.02M 17,860 +7,430 +71%
HPC
23
HM Payson & Co
Maine
$1.81M 15,993 +3,549 +29%
LPL Financial
24
LPL Financial
California
$1.7M 15,037 +7,926 +111%
AA
25
Alesco Advisors
New York
$1.5M 13,250 – –
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