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iShares Agency Bond ETF
AGZ

Overview Fund Activity

60 hedge funds and large institutions have $300M invested in iShares Agency Bond ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$4.74M
2
Ameriprise
2
Ameriprise
Minnesota
$3.48M
3
CSIA
3
Charles Schwab Investment Advisory
California
$45.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.35M
5
MIS
5
Morningstar Investment Services
Illinois
$941K

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$1.72M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.18M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.75M
4
BCM
4
Bluefin Capital Management
New York
$400K
5
Morgan Stanley
5
Morgan Stanley
New York
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$1.06M 9,463 -17,347 -65%
MNA
27
Manning & Napier Advisors
New York
– – – –
MIS
28
Morningstar Investment Services
Illinois
$941K 8,435 +8,435 New
ECM
29
Exchange Capital Management
Michigan
$884K 7,921 -135 -2%
BRWA
30
B. Riley Wealth Advisors
Florida
$850K 7,621 -1,187 -13%
ECM
31
ETrade Capital Management
Virginia
$811K 7,275 -813 -10%
WI
32
WrapManager Inc
California
$740K 6,632 -2,171 -25%
FAAM
33
First Allied Asset Management
California
$729K 6,535 +200 +3%
HPC
34
HM Payson & Co
Maine
$694K 6,221 +1,800 +41%
MAA
35
Managed Account Advisors
New Jersey
$660K 5,917 +4,943 +507%
MCC
36
Mid Continent Capital
Illinois
$561K 5,027 – –
EWM
37
Evercore Wealth Management
New York
$498K 4,465 -225 -5%
CCA
38
Checchi Capital Advisers
California
$492K 4,413 +650 +17%
BCM
39
Bluefin Capital Management
New York
$400K 3,879 -46,785 -92%
TFA
40
Transamerica Financial Advisors
Florida
$381K 3,414 +1,360 +66%
V
41
Veritable
Delaware
$358K 3,210 – –
CS
42
Credit Suisse
Switzerland
$344K 3,079 +320 +12%
LPL Financial
43
LPL Financial
California
$318K 2,852 +233 +9%
Invesco
44
Invesco
Georgia
$303K 2,718 -189 -7%
FTUS
45
Flow Traders U.S.
New York
$287K 2,570 -3,603 -58%
SB
46
Suntrust Banks
Georgia
$274K 2,462 -614 -20%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$237K 2,122 -362 -15%
Stifel Financial
48
Stifel Financial
Missouri
$231K 2,067 +2,067 New
FMII
49
Farmers & Merchants Investments Inc
Nebraska
$228K 2,044 -1,660 -45%
FHA
50
First Horizon Advisors
Tennessee
$218K 1,950 – –
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