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iShares Agency Bond ETF

138 hedge funds and large institutions have $503M invested in iShares Agency Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $420M → $503M (+$82.3M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

7.84% more ownership

Funds ownership: 66.6%74.43% (+7.8%)

1% more funds holding

Funds holding: 137138 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
43
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1
TRUE Private Wealth Advisors
Oregon
$83M +$43.7M +399,263 +113%
Stifel Financial
2
Stifel Financial
Missouri
$38.8M +$1.11M +10,152 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$34.6M +$1.93M +17,646 +6%
RJA
4
Raymond James & Associates
Florida
$20.7M +$2.76M +25,204 +16%
FA
5
Faithward Advisors
Pennsylvania
$19M +$536K +4,896 +3%
AAS
6
Avantax Advisory Services
Texas
$17.2M +$932K +8,513 +6%
MCCA
7
Mill Creek Capital Advisors
Pennsylvania
$17.1M +$59.9K +547 +0.4%
JIP
8
Jaffetilchin Investment Partners
Florida
$16.9M +$860K +7,853 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$15.3M +$2.2M +20,061 +17%
MAC
10
Mason & Associates (California)
California
$13.8M +$4.33M +39,529 +46%
Asset Management One
11
Asset Management One
Japan
$12.6M +$258K +2,361 +2%
Wells Fargo
12
Wells Fargo
California
$12M -$827K -7,551 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$11.7M -$730K -6,665 -6%
AI
14
Arvest Investments
Arkansas
$11.4M +$26.1K +238 +0.2%
KeyBank National Association
15
KeyBank National Association
Ohio
$11M +$73.5K +671 +0.7%
EWM
16
Executive Wealth Management
Michigan
$9.38M +$9.3M +84,944 New
RWM
17
RKL Wealth Management
Pennsylvania
$9.36M -$135K -1,232 -1%
Bank of America
18
Bank of America
North Carolina
$8.81M -$494K -4,509 -5%
GDP
19
Great Diamond Partners
Maine
$8.33M +$17.3K +158 +0.2%
UBS Group
20
UBS Group
Switzerland
$8.32M -$218K -1,992 -3%
SFM
21
Signet Financial Management
New Jersey
$8.2M -$189K -1,724 -2%
Morgan Stanley
22
Morgan Stanley
New York
$7.66M +$700K +6,397 +10%
US Bancorp
23
US Bancorp
Minnesota
$6.4M -$271K -2,477 -4%
BlackRock
24
BlackRock
New York
$5.96M -$471K -4,306 -7%
JP Morgan Chase
25
JP Morgan Chase
New York
$5.9M +$4.14M +37,812 +241%