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iShares Agency Bond ETF

147 hedge funds and large institutions have $374M invested in iShares Agency Bond ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 157147 (-10)

16.37% less ownership

Funds ownership: 68.17%51.8% (-16%)

27% less capital invested

Capital invested by funds: $512M → $374M (-$138M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
57
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$27.2M +$1.13M +9,570 +4%
Bank of America
2
Bank of America
North Carolina
$24.7M +$3.31M +28,023 +16%
HighTower Advisors
3
HighTower Advisors
Illinois
$23.3M +$1.65M +13,980 +8%
US Bancorp
4
US Bancorp
Minnesota
$20.9M +$836K +7,071 +4%
Wells Fargo
5
Wells Fargo
California
$20.8M -$5.97M -50,498 -22%
Ameriprise
6
Ameriprise
Minnesota
$17.2M +$11.2M +94,573 +187%
KeyBank National Association
7
KeyBank National Association
Ohio
$14.6M -$2.2M -18,610 -13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13.6M -$1.05M -8,875 -7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$13.2M +$718K +6,071 +6%
RWM
10
RKL Wealth Management
Pennsylvania
$10.9M +$477K +4,037 +5%
Asset Management One
11
Asset Management One
Japan
$10.7M +$4.35M +36,802 +69%
Morgan Stanley
12
Morgan Stanley
New York
$10.5M -$439K -3,715 -4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$10.5M +$290K +2,457 +3%
RJA
14
Raymond James & Associates
Florida
$9.98M -$75.9K -642 -0.8%
CTFG
15
Capstone Triton Financial Group
Oklahoma
$7.98M -$3.09M -26,104 -28%
KCM
16
Karp Capital Management
California
$7.12M -$1.76M -14,857 -20%
RCAG
17
Rehmann Capital Advisory Group
Michigan
$6.52M +$8.51K +72 +0.1%
UBS Group
18
UBS Group
Switzerland
$6.08M -$358K -3,032 -6%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.58M -$5.18M -43,789 -48%
Citadel Advisors
20
Citadel Advisors
Florida
$5.41M +$4.8M +40,574 +795%
LPL Financial
21
LPL Financial
California
$5.18M -$228K -1,927 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.51M -$189K -1,597 -4%
BAM
23
Belpointe Asset Management
Nevada
$4.5M +$3.89M +32,948 +655%
AAS
24
Avantax Advisory Services
Texas
$4.46M -$934K -7,902 -17%
BA
25
Bridge Advisory
California
$4.03M +$2.73M +23,077 +211%