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iShares Agency Bond ETF
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Overview Fund Activity

151 hedge funds and large institutions have $536M invested in iShares Agency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
2.01%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
29
Increased
49
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$24.8M
2
SG
2
Straightline Group
Michigan
$17.6M
3
II
3
Impact Investors
California
$14.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.55M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$39.2M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$3.47M
2
BlackRock
2
BlackRock
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.19M
4
Jane Street
4
Jane Street
New York
$978K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$3.64M
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
1
TRUE Private Wealth Advisors
Oregon
$80.4M 744,353 -7,336 -1%
HighTower Advisors
2
HighTower Advisors
Illinois
$39.2M 362,856 +49,237 +16%
Stifel Financial
3
Stifel Financial
Missouri
$38.8M 358,986 +7,300 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$24.8M 230,030 +230,030 New
FA
5
Faithward Advisors
Pennsylvania
$19.6M 181,415 +9,459 +6%
SG
6
Straightline Group
Michigan
$17.6M 163,332 +163,332 New
MAC
7
Mason & Associates (California)
California
$17.6M 162,975 +37,945 +30%
JIP
8
Jaffetilchin Investment Partners
Florida
$17.2M 159,288 +6,153 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$17.1M 158,306 +19,668 +14%
MCCA
10
Mill Creek Capital Advisors
Pennsylvania
$16.8M 156,026 +1,503 +1%
Wells Fargo
11
Wells Fargo
California
$16.2M 150,367 +41,493 +38%
II
12
Impact Investors
California
$14.7M 136,586 +136,586 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13.4M 124,286 +18,719 +18%
Asset Management One
14
Asset Management One
Japan
$11.6M 107,408 -6,297 -6%
AI
15
Arvest Investments
Arkansas
$11M 102,039 -1,136 -1%
KeyBank National Association
16
KeyBank National Association
Ohio
$10.5M 97,348 -2,189 -2%
EWM
17
Executive Wealth Management
Michigan
$9.38M 86,899 +1,955 +2%
RWM
18
RKL Wealth Management
Pennsylvania
$8.95M 82,872 -1,942 -2%
UBS Group
19
UBS Group
Switzerland
$8.83M 81,829 +6,424 +9%
Bank of America
20
Bank of America
North Carolina
$8.49M 78,601 -1,192 -1%
GDP
21
Great Diamond Partners
Maine
$8.23M 76,220 +778 +1%
SFM
22
Signet Financial Management
New Jersey
$7.84M 72,654 -1,653 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$7.55M 69,910 +67,502 +2,803%
Morgan Stanley
24
Morgan Stanley
New York
$7.45M 69,008 -414 -0.6%
US Bancorp
25
US Bancorp
Minnesota
$5.16M 47,825 -10,149 -18%
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