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iShares Agency Bond ETF

152 hedge funds and large institutions have $423M invested in iShares Agency Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

13% more capital invested

Capital invested by funds: $374M → $423M (+$49.2M)

3% more funds holding

Funds holding: 147152 (+5)

2.68% more ownership

Funds ownership: 51.8%54.48% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
56
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$38.4M +$38.3M +322,117 +13,849%
AssetMark Inc
2
AssetMark Inc
California
$26.6M +$26.7M +224,509 +255,124%
Bank of America
3
Bank of America
North Carolina
$24.6M -$124K -1,042 -0.5%
HighTower Advisors
4
HighTower Advisors
Illinois
$24.3M +$923K +7,760 +4%
Jane Street
5
Jane Street
New York
$23.5M +$23.6M +198,460 New
US Bancorp
6
US Bancorp
Minnesota
$21.5M +$529K +4,446 +3%
Wells Fargo
7
Wells Fargo
California
$17.8M -$3.04M -25,520 -14%
KeyBank National Association
8
KeyBank National Association
Ohio
$14.9M +$276K +2,324 +2%
Morgan Stanley
9
Morgan Stanley
New York
$13.9M +$3.34M +28,071 +32%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.8M -$1.79M -15,011 -13%
Asset Management One
11
Asset Management One
Japan
$11.6M +$915K +7,693 +9%
RWM
12
RKL Wealth Management
Pennsylvania
$11M +$134K +1,130 +1%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$10.5M +$44.4K +373 +0.4%
RJA
14
Raymond James & Associates
Florida
$10.3M +$342K +2,878 +3%
KCM
15
Karp Capital Management
California
$7.9M +$776K +6,521 +11%
Ameriprise
16
Ameriprise
Minnesota
$7.58M -$9.66M -81,210 -56%
CTFG
17
Capstone Triton Financial Group
Oklahoma
$7.14M -$810K -6,807 -10%
UBS Group
18
UBS Group
Switzerland
$6.13M +$43.3K +364 +0.7%
LPL Financial
19
LPL Financial
California
$5.61M +$431K +3,626 +8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.99M +$477K +4,013 +11%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$4.98M -$1.35M -11,338 -21%
AAS
22
Avantax Advisory Services
Texas
$4.54M +$66.4K +558 +1%
BAM
23
Belpointe Asset Management
Nevada
$4.26M -$242K -2,035 -5%
BA
24
Bridge Advisory
California
$4.22M +$190K +1,598 +5%
MWPCG
25
Measured Wealth Private Client Group
New Hampshire
$4.05M +$4.07M +34,213 New