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iShares Agency Bond ETF

152 hedge funds and large institutions have $536M invested in iShares Agency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

23% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 40

10% more funds holding

Funds holding: 138152 (+14)

7% more capital invested

Capital invested by funds: $503M → $536M (+$33.7M)

3.19% more ownership

Funds ownership: 74.43%77.62% (+3.2%)

Holders
152
Holders Change
+14
Holders Change %
+10.14%
% of All Funds
2%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
49
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1
TRUE Private Wealth Advisors
Oregon
$80.4M -$798K -7,336 -1%
HighTower Advisors
2
HighTower Advisors
Illinois
$39.2M +$5.36M +49,237 +16%
Stifel Financial
3
Stifel Financial
Missouri
$38.8M +$794K +7,300 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$24.8M +$25M +230,030 New
FA
5
Faithward Advisors
Pennsylvania
$19.6M +$1.03M +9,459 +6%
SG
6
Straightline Group
Michigan
$17.6M +$17.8M +163,332 New
MAC
7
Mason & Associates (California)
California
$17.6M +$4.13M +37,945 +30%
JIP
8
Jaffetilchin Investment Partners
Florida
$17.2M +$669K +6,153 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$17.1M +$2.14M +19,668 +14%
MCCA
10
Mill Creek Capital Advisors
Pennsylvania
$16.8M +$164K +1,503 +1%
Wells Fargo
11
Wells Fargo
California
$16.2M +$4.51M +41,493 +38%
II
12
Impact Investors
California
$14.7M +$14.9M +136,586 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13.4M +$2.04M +18,719 +18%
Asset Management One
14
Asset Management One
Japan
$11.6M -$685K -6,297 -6%
AI
15
Arvest Investments
Arkansas
$11M -$124K -1,136 -1%
KeyBank National Association
16
KeyBank National Association
Ohio
$10.5M -$238K -2,189 -2%
EWM
17
Executive Wealth Management
Michigan
$9.38M +$213K +1,955 +2%
RWM
18
RKL Wealth Management
Pennsylvania
$8.95M -$211K -1,942 -2%
UBS Group
19
UBS Group
Switzerland
$8.83M +$699K +6,424 +9%
Bank of America
20
Bank of America
North Carolina
$8.49M -$130K -1,192 -1%
GDP
21
Great Diamond Partners
Maine
$8.23M +$84.6K +778 +1%
SFM
22
Signet Financial Management
New Jersey
$7.84M -$180K -1,653 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$7.55M +$7.34M +67,502 +2,803%
Morgan Stanley
24
Morgan Stanley
New York
$7.45M -$45K -414 -0.6%
US Bancorp
25
US Bancorp
Minnesota
$5.16M -$1.1M -10,149 -18%