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iShares Agency Bond ETF
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Overview Fund Activity

149 hedge funds and large institutions have $423M invested in iShares Agency Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
44
Reduced
55
Closed
16
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$51.9M
2
PFO
2
Pathstone Family Office
New Jersey
$9.25M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.62M
4
ACP
4
Aveo Capital Partners
Colorado
$4.15M
5
AAS
5
Avantax Advisory Services
Texas
$11.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.73M
2
RJA
2
Raymond James & Associates
Florida
$15.9M
3
B
3
Bailard
California
$0
4
Ameriprise
4
Ameriprise
Minnesota
$12.2M
5
CFGS
5
Concourse Financial Group Securities
Alabama
$51.5K
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$51.9M 490,372 +439,258 +859%
Stifel Financial
2
Stifel Financial
Missouri
$34.4M 325,332 +6,595 +2%
HighTower Advisors
3
HighTower Advisors
Illinois
$28.5M 268,977 +3,463 +1%
MCCA
4
Mill Creek Capital Advisors
Pennsylvania
$19.4M 183,491 +14,445 +9%
RJA
5
Raymond James & Associates
Florida
$15.9M 150,252 -192,955 -56%
JIP
6
Jaffetilchin Investment Partners
Florida
$14.8M 139,728 +1,547 +1%
Asset Management One
7
Asset Management One
Japan
$14.5M 136,883 -8,967 -6%
Ameriprise
8
Ameriprise
Minnesota
$12.2M 115,498 -27,261 -19%
KeyBank National Association
9
KeyBank National Association
Ohio
$11.5M 109,153 -2,060 -2%
AAS
10
Avantax Advisory Services
Texas
$11.5M 108,718 +26,475 +32%
Wells Fargo
11
Wells Fargo
California
$10.7M 101,271 -14,399 -12%
RWM
12
RKL Wealth Management
Pennsylvania
$10.4M 97,979 +1,261 +1%
Bank of America
13
Bank of America
North Carolina
$9.86M 93,182 -1,676 -2%
BlackRock
14
BlackRock
New York
$9.45M 89,317 +16,501 +23%
SFM
15
Signet Financial Management
New Jersey
$9.31M 87,952 -3,060 -3%
PFO
16
Pathstone Family Office
New Jersey
$9.25M 87,450 +87,450 New
Osaic Holdings
17
Osaic Holdings
Arizona
$8.62M 81,504 +65,760 +418%
GDP
18
Great Diamond Partners
Maine
$7.99M 75,516 +289 +0.4%
EWM
19
Executive Wealth Management
Michigan
$7.78M 73,541 -672 -0.9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.7M 72,817 +24,650 +51%
Morgan Stanley
21
Morgan Stanley
New York
$7.01M 66,233 -537 -0.8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.95M 56,265 -10,568 -16%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$5.83M 55,136 -8,687 -14%
US Bancorp
24
US Bancorp
Minnesota
$5.54M 52,378 -3,730 -7%
UBS Group
25
UBS Group
Switzerland
$5.08M 47,996 -1,678 -3%
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