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iShares Agency Bond ETF

154 hedge funds and large institutions have $471M invested in iShares Agency Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 71 reducing their positions, and 14 closing their positions.

Holders
154
Holders Change
+5
Holders Change %
+3.36%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
35
Reduced
71
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$50.1M 462,434 -27,938 -6%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$36.8M 339,760 +339,760 New
Stifel Financial
3
Stifel Financial
Missouri
$34.9M 321,773 -3,559 -1%
HighTower Advisors
4
HighTower Advisors
Illinois
$24.4M 225,216 -43,761 -16%
MCCA
5
Mill Creek Capital Advisors
Pennsylvania
$20.8M 191,408 +7,917 +4%
RJA
6
Raymond James & Associates
Florida
$16.2M 149,722 -530 -0.4%
Ameriprise
7
Ameriprise
Minnesota
$15.9M 146,382 +30,884 +27%
Morgan Stanley
8
Morgan Stanley
New York
$15.8M 145,532 +79,299 +120%
AAS
9
Avantax Advisory Services
Texas
$13.8M 127,635 +18,917 +17%
Asset Management One
10
Asset Management One
Japan
$13.3M 122,738 -14,145 -10%
JIP
11
Jaffetilchin Investment Partners
Florida
$13.2M 122,131 -17,597 -13%
BlackRock
12
BlackRock
New York
$12.7M 117,073 +27,756 +31%
Wells Fargo
13
Wells Fargo
California
$11.8M 109,053 +7,782 +8%
KeyBank National Association
14
KeyBank National Association
Ohio
$11.5M 105,723 -3,430 -3%
AI
15
Arvest Investments
Arkansas
$10.5M 96,516 +96,516 New
RWM
16
RKL Wealth Management
Pennsylvania
$10.1M 93,017 -4,962 -5%
SFM
17
Signet Financial Management
New Jersey
$8.86M 81,724 -6,228 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$8.76M 80,810 +7,993 +11%
Bank of America
19
Bank of America
North Carolina
$8.7M 80,278 -12,904 -14%
GDP
20
Great Diamond Partners
Maine
$8.4M 77,428 +1,912 +3%
EWM
21
Executive Wealth Management
Michigan
$7.77M 71,620 -1,921 -3%
Osaic Holdings
22
Osaic Holdings
Arizona
$7.3M 67,323 -14,181 -17%
US Bancorp
23
US Bancorp
Minnesota
$5.67M 52,335 -43 -0.1%
UBS Group
24
UBS Group
Switzerland
$5.57M 51,413 +3,417 +7%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$5.35M 49,303 -5,833 -11%