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iShares Agency Bond ETF

144 hedge funds and large institutions have $456M invested in iShares Agency Bond ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
144
Holders Change
-10
Holders Change %
-6.49%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
50
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$41.7M 385,856 -76,578 -17%
Stifel Financial
2
Stifel Financial
Missouri
$35.8M 331,155 +9,382 +3%
TPWA
3
TRUE Private Wealth Advisors
Oregon
$35.6M 329,582 -10,178 -3%
HighTower Advisors
4
HighTower Advisors
Illinois
$29.3M 271,656 +46,440 +21%
MCCA
5
Mill Creek Capital Advisors
Pennsylvania
$17M 157,584 -33,824 -18%
BlackRock
6
BlackRock
New York
$16.8M 155,408 +38,335 +33%
RJA
7
Raymond James & Associates
Florida
$16M 148,023 -1,699 -1%
JIP
8
Jaffetilchin Investment Partners
Florida
$15.1M 139,344 +17,213 +14%
AAS
9
Avantax Advisory Services
Texas
$14.8M 136,641 +9,006 +7%
Asset Management One
10
Asset Management One
Japan
$13.2M 122,079 -659 -0.5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$13M 120,127 +79,123 +193%
Wells Fargo
12
Wells Fargo
California
$12.6M 116,595 +7,542 +7%
KeyBank National Association
13
KeyBank National Association
Ohio
$11.1M 102,547 -3,176 -3%
AI
14
Arvest Investments
Arkansas
$10.8M 99,795 +3,279 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.7M 98,969 +18,159 +22%
Bank of America
16
Bank of America
North Carolina
$9.34M 86,473 +6,195 +8%
RWM
17
RKL Wealth Management
Pennsylvania
$9.34M 86,399 -6,618 -7%
SFM
18
Signet Financial Management
New Jersey
$8.67M 80,285 -1,439 -2%
EWM
19
Executive Wealth Management
Michigan
$8.52M 79,436 +7,816 +11%
MAC
20
Mason & Associates (California)
California
$8.48M 78,518 +78,518 New
GDP
21
Great Diamond Partners
Maine
$8.37M 77,488 +60 +0.1%
Morgan Stanley
22
Morgan Stanley
New York
$7.03M 65,088 -80,444 -55%
US Bancorp
23
US Bancorp
Minnesota
$6.57M 60,838 +8,503 +16%
UBS Group
24
UBS Group
Switzerland
$5.53M 51,170 -243 -0.5%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$5.01M 46,401 -2,902 -6%