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iShares Agency Bond ETF
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Overview Fund Activity

126 hedge funds and large institutions have $299M invested in iShares Agency Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
126
Holders Change
+14
Holders Change %
+12.5%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
42
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$17.3M
2
AFWM
2
AMJ Financial Wealth Management
Virginia
$7.49M
3
RJA
3
Raymond James & Associates
Florida
$14M
4
Jane Street
4
Jane Street
New York
$13.3M
5
US Bancorp
5
US Bancorp
Minnesota
$11.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$18K
2
Citadel Advisors
2
Citadel Advisors
Florida
$280K
3
MWPCG
3
Measured Wealth Private Client Group
New Hampshire
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$55.5M 479,914 -1,695 -0.4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.3M 192,816 -23,105 -11%
BlackRock
3
BlackRock
New York
$17.3M 149,888 +149,888 New
RJA
4
Raymond James & Associates
Florida
$14M 121,169 +52,081 +75%
KeyBank National Association
5
KeyBank National Association
Ohio
$13.9M 120,065 +6,832 +6%
Bank of America
6
Bank of America
North Carolina
$13.6M 117,807 +8,265 +8%
Jane Street
7
Jane Street
New York
$13.3M 115,280 +49,206 +74%
US Bancorp
8
US Bancorp
Minnesota
$11.8M 101,998 +42,568 +72%
KCM
9
Karp Capital Management
California
$11.4M 98,968 +9,280 +10%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$10.5M 90,598 +13,181 +17%
Wells Fargo
11
Wells Fargo
California
$8.41M 72,727 -5,228 -7%
JIR
12
James Investment Research
Ohio
$8.25M 71,368 -2,492 -3%
AFWM
13
AMJ Financial Wealth Management
Virginia
$7.49M 64,795 +64,795 New
RWM
14
RKL Wealth Management
Pennsylvania
$7.15M 61,869 +5,567 +10%
Morgan Stanley
15
Morgan Stanley
New York
$6.1M 52,761 +1,559 +3%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$5.52M 47,727 +1,753 +4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.66M 40,321 -3,919 -9%
LPL Financial
18
LPL Financial
California
$3.88M 33,524 -208 -0.6%
UBS Group
19
UBS Group
Switzerland
$3.76M 32,559 -2,145 -6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.51M 30,394 -5,040 -14%
HH
21
Hilltop Holdings
Texas
$2.7M 23,338 -1,336 -5%
HPC
22
HM Payson & Co
Maine
$2.69M 23,296 – –
CFG
23
Cooper Financial Group
California
$2.47M 21,361 +857 +4%
Asset Management One
24
Asset Management One
Japan
$2.37M 20,528 -118 -0.6%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$2.08M 43,881 -26,569 -38%
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