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iShares Agency Bond ETF
AGZ

Overview Fund Activity

60 hedge funds and large institutions have $341M invested in iShares Agency Bond ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$16.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$10.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.7M
4
Jane Street
4
Jane Street
New York
$8M
5
VKH
5
Virtu KCG Holdings
New York
$2.84M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$84.6M
2
BTS
2
BB&T Securities
Virginia
$2.41M
3
AssetMark Inc
3
AssetMark Inc
California
$2.96M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$103K
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$1.36M 12,306 -736 -6%
BRWA
27
B. Riley Wealth Advisors
Florida
$974K 8,808 +2,055 +30%
WI
28
WrapManager Inc
California
$973K 8,803 +95 +1%
MNA
29
Manning & Napier Advisors
New York
– – – –
ECM
30
ETrade Capital Management
Virginia
$894K 8,088 -1,030 -11%
ECM
31
Exchange Capital Management
Michigan
$891K 8,056 -235 -3%
FIG
32
Fusion Investment Group
Pennsylvania
$714K 6,456 +6,456 New
Ameriprise
33
Ameriprise
Minnesota
$711K 6,435 +484 +8%
FAAM
34
First Allied Asset Management
California
$700K 6,335 +6,335 New
FTUS
35
Flow Traders U.S.
New York
$682K 6,173 +6,173 New
MCC
36
Mid Continent Capital
Illinois
$556K 5,027 – –
EWM
37
Evercore Wealth Management
New York
$518K 4,690 +115 +3%
HPC
38
HM Payson & Co
Maine
$489K 4,421 – –
CCA
39
Checchi Capital Advisers
California
$416K 3,763 +3,763 New
FMII
40
Farmers & Merchants Investments Inc
Nebraska
$409K 3,704 +1,737 +88%
V
41
Veritable
Delaware
$355K 3,210 – –
SB
42
Suntrust Banks
Georgia
$340K 3,076 +354 +13%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$328K 2,964 +825 +39%
Invesco
44
Invesco
Georgia
$321K 2,907 -256 -8%
CS
45
Credit Suisse
Switzerland
$305K 2,759 -258 -9%
LPL Financial
46
LPL Financial
California
$290K 2,619 +462 +21%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$275K 2,484 +2,484 New
BWAM
48
Boyd Watterson Asset Management
Ohio
$268K 2,425 +2,425 New
TFA
49
Transamerica Financial Advisors
Florida
$227K 2,054 +1,076 +110%
FHA
50
First Horizon Advisors
Tennessee
$216K 1,950 – –
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