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iShares Agency Bond ETF

147 hedge funds and large institutions have $410M invested in iShares Agency Bond ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 18 closing their positions.

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
40
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$36.7M 343,207 +26,175 +8%
Stifel Financial
2
Stifel Financial
Missouri
$34.1M 318,737 +8,504 +3%
Jane Street
3
Jane Street
New York
$29.7M 277,848 +29,148 +12%
HighTower Advisors
4
HighTower Advisors
Illinois
$28.4M 265,514 +13,678 +5%
MCCA
5
Mill Creek Capital Advisors
Pennsylvania
$18.1M 169,046 +169,046 New
Asset Management One
6
Asset Management One
Japan
$15.6M 145,850 +7,608 +6%
Ameriprise
7
Ameriprise
Minnesota
$15.3M 142,759 +110,216 +339%
JIP
8
Jaffetilchin Investment Partners
Florida
$14.8M 138,181 +33,734 +32%
Wells Fargo
9
Wells Fargo
California
$12.4M 115,670 +9,590 +9%
KeyBank National Association
10
KeyBank National Association
Ohio
$11.9M 111,213 -5,402 -5%
RWM
11
RKL Wealth Management
Pennsylvania
$10.3M 96,718 +990 +1%
Bank of America
12
Bank of America
North Carolina
$10.1M 94,858 -17,904 -16%
SFM
13
Signet Financial Management
New Jersey
$9.74M 91,012 -8,452 -8%
AAS
14
Avantax Advisory Services
Texas
$8.8M 82,243 +3,923 +5%
GDP
15
Great Diamond Partners
Maine
$8.05M 75,227 +75,227 New
EWM
16
Executive Wealth Management
Michigan
$7.94M 74,213 -192 -0.3%
BlackRock
17
BlackRock
New York
$7.79M 72,816 +72,816 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$7.15M 66,833 -9,426 -12%
Morgan Stanley
19
Morgan Stanley
New York
$7.14M 66,770 +10,576 +19%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$6.83M 63,823 -2,085 -3%
US Bancorp
21
US Bancorp
Minnesota
$6M 56,108 -7,670 -12%
AssetMark Inc
22
AssetMark Inc
California
$5.47M 51,114 -574,659 -92%
UBS Group
23
UBS Group
Switzerland
$5.31M 49,674 +5,547 +13%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$5.15M 48,167 +10,308 +27%
CFO
25
CVA Family Office
Colorado
$3.07M 28,672