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iShares Agency Bond ETF
AGZ

Overview Fund Activity

56 hedge funds and large institutions have $294M invested in iShares Agency Bond ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$88.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$48.6M
3
MAA
3
Managed Account Advisors
New Jersey
$1.87M
4
BFA
4
BlackRock Fund Advisors
California
$759K
5
HPC
5
HM Payson & Co
Maine
$1.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$12.2M
2
Jane Street
2
Jane Street
New York
$3.4M
3
US Bancorp
3
US Bancorp
Minnesota
$1.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.04M
5
FNBOO
5
First National Bank of Omaha
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.01M 8,948 -12,077 -57%
BRWA
27
B. Riley Wealth Advisors
Florida
$866K 15,654 +8,033 +105%
MNA
28
Manning & Napier Advisors
New York
– – – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$846K 7,511 -3,029 -29%
ECM
30
Exchange Capital Management
Michigan
$841K 7,461 -460 -6%
BFA
31
BlackRock Fund Advisors
California
$759K 6,740 +6,740 New
FAAM
32
First Allied Asset Management
California
$736K 6,535 – –
CCA
33
Checchi Capital Advisers
California
$732K 6,496 +2,083 +47%
ECM
34
ETrade Capital Management
Virginia
$642K 5,697 -1,578 -22%
TFA
35
Transamerica Financial Advisors
Florida
$624K 5,531 +2,117 +62%
EWM
36
Evercore Wealth Management
New York
$503K 4,465 – –
BWAM
37
Boyd Watterson Asset Management
Ohio
$447K 3,970 +3,970 New
MCC
38
Mid Continent Capital
Illinois
$408K 3,627 -1,400 -28%
V
39
Veritable
Delaware
$362K 3,210 – –
BA
40
BlackRock Advisors
Delaware
$323K 2,864 +2,864 New
BCM
41
Bluefin Capital Management
New York
$300K 2,754 -1,125 -29%
Invesco
42
Invesco
Georgia
$292K 2,588 -130 -5%
CS
43
Credit Suisse
Switzerland
$253K 2,244 -835 -27%
LPL Financial
44
LPL Financial
California
$244K 2,164 -688 -24%
FMII
45
Farmers & Merchants Investments Inc
Nebraska
$236K 2,095 +51 +2%
Stifel Financial
46
Stifel Financial
Missouri
$217K 1,922 -145 -7%
BFA
47
Bragg Financial Advisors
North Carolina
$207K 1,840 – –
FHA
48
First Horizon Advisors
Tennessee
$192K 1,701 -249 -13%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$94K 832 -152 -15%
BC
50
Bartlett & Co
Ohio
$56K 495 -105 -18%
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