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iShares Agency Bond ETF

99 hedge funds and large institutions have $297M invested in iShares Agency Bond ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
99
Holders Change
Holders Change %
0%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
33
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$63.9M 570,445 -181,860 -24%
CSIA
2
Charles Schwab Investment Advisory
California
$60M 535,613 +10,156 +2%
AssetMark Inc
3
AssetMark Inc
California
$20.4M 181,989 -7,566 -4%
MIS
4
Morningstar Investment Services
Illinois
$13M 115,711 -13,233 -10%
RJA
5
Raymond James & Associates
Florida
$12.8M 114,266 -3,076 -3%
Bank of America
6
Bank of America
North Carolina
$11.8M 105,201 +6,329 +6%
KeyBank National Association
7
KeyBank National Association
Ohio
$11.4M 101,667 +2,869 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.57M 86,238 +34,929 +68%
Morgan Stanley
9
Morgan Stanley
New York
$8.03M 71,703 +23,833 +50%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$6.45M 57,569 -2,176 -4%
BlackRock
11
BlackRock
New York
$5.32M 47,487 -17,505 -27%
JIR
12
James Investment Research
Ohio
$5.32M 47,493 -5,034 -10%
UBS Group
13
UBS Group
Switzerland
$4.94M 44,071 +11,659 +36%
RWM
14
RKL Wealth Management
Pennsylvania
$4.45M 39,607 +2,274 +6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.43M 39,533 -267 -0.7%
SG Americas Securities
16
SG Americas Securities
New York
$4M 35,680
LWS
17
Lucia Wealth Services
California
$3.74M 33,353 +27,756 +496%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$3.72M 33,168 +30,951 +1,396%
RA
19
RFG Advisory
Alabama
$2.83M 25,253 +12,412 +97%
UIA
20
UBP Investment Advisors
Switzerland
$2.77M 24,703 +5,419 +28%
HPC
21
HM Payson & Co
Maine
$2.58M 23,046 +8,890 +63%
US Bancorp
22
US Bancorp
Minnesota
$2.56M 22,818 +2,482 +12%
AB
23
AT Bancorp
Iowa
$2.49M 22,201 +3,357 +18%
Goldman Sachs
24
Goldman Sachs
New York
$2.13M 19,048 +14,256 +297%
LPL Financial
25
LPL Financial
California
$2.08M 18,574 +6,412 +53%