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iShares Agency Bond ETF

143 hedge funds and large institutions have $453M invested in iShares Agency Bond ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

51% more capital invested

Capital invested by funds: $299M → $453M (+$153M)

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

13% more funds holding

Funds holding: 126143 (+17)

4.87% more ownership

Funds ownership: 52.88%57.75% (+4.9%)

Holders
143
Holders Change
+17
Holders Change %
+13.49%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.15%
New
36
Increased
47
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$97.8M +$95.7M +811,236 +530,220%
Charles Schwab
2
Charles Schwab
California
$55.2M +$54M +457,538 New
Bank of America
3
Bank of America
North Carolina
$21.3M +$6.98M +59,116 +50%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.4M -$5.76M -48,817 -25%
RJA
5
Raymond James & Associates
Florida
$15.6M +$972K +8,240 +7%
KeyBank National Association
6
KeyBank National Association
Ohio
$14.8M +$303K +2,570 +2%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$14.5M +$3.42M +28,987 +32%
US Bancorp
8
US Bancorp
Minnesota
$11.6M -$650K -5,512 -5%
Morgan Stanley
9
Morgan Stanley
New York
$11.3M +$4.83M +40,940 +78%
Osaic Holdings
10
Osaic Holdings
Arizona
$11.2M +$14.1M +119,094 New
Wells Fargo
11
Wells Fargo
California
$11M +$2.18M +18,488 +25%
RCAG
12
Rehmann Capital Advisory Group
Michigan
$9.19M +$8.99M +76,204 New
JIR
13
James Investment Research
Ohio
$8.52M -$80.7K -684 -1%
RWM
14
RKL Wealth Management
Pennsylvania
$8.13M +$654K +5,544 +9%
AFWM
15
AMJ Financial Wealth Management
Virginia
$8.11M +$287K +2,436 +4%
UBS Group
16
UBS Group
Switzerland
$7.91M +$3.9M +33,067 +102%
CFG
17
Capstone Financial Group
Oklahoma
$7.22M +$4.95M +41,942 +234%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$6.1M +$342K +2,897 +6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.89M +$1.01M +8,542 +21%
Jane Street
20
Jane Street
New York
$5.64M -$8.09M -68,529 -59%
HHRDM
21
H&H Retirement Design & Management
Nevada
$5.4M +$5.29M +44,815 New
CAN
22
Claraphi Advisory Network
United States
$5.06M +$4.95M +41,941 New
SWP
23
Stratos Wealth Partners
Ohio
$5.03M +$4.93M +41,754 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.74M +$1.06M +8,960 +29%
RWA
25
Redhawk Wealth Advisors
Minnesota
$4.53M +$4.44M +37,605 New