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iShares Agency Bond ETF
AGZ

Overview Fund Activity

58 hedge funds and large institutions have $255M invested in iShares Agency Bond ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$12.4M
2
CSIA
2
Charles Schwab Investment Advisory
California
$51.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.88M
4
Wells Fargo
4
Wells Fargo
California
$90.1M
5
U
5
UBS
Switzerland
$4.2M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$4.34M
2
ACP
2
Ashfield Capital Partners
California
$5.57M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$886K
4
BFA
4
BlackRock Fund Advisors
California
$0
5
Ameriprise
5
Ameriprise
Minnesota
$3.14M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
26
Beaumont Financial Advisors
Massachusetts
$1M 8,910 -2,083 -19%
BRWA
27
B. Riley Wealth Advisors
Florida
$886K 7,887 -7,767 -50%
ECM
28
Exchange Capital Management
Michigan
$834K 7,426 -35 -0.5%
MNA
29
Manning & Napier Advisors
New York
– – – –
TFA
30
Transamerica Financial Advisors
Florida
$791K 7,040 +1,509 +27%
BCM
31
Bluefin Capital Management
New York
$654K 5,821 +3,067 +111%
ECM
32
ETrade Capital Management
Virginia
$634K 5,645 -52 -0.9%
FAAM
33
First Allied Asset Management
California
$608K 5,415 -1,120 -17%
CCA
34
Checchi Capital Advisers
California
$576K 5,133 -1,363 -21%
M&T Bank
35
M&T Bank
New York
$562K 5,001 +5,001 New
BA
36
BlackRock Advisors
Delaware
$547K 4,867 +2,003 +70%
AB
37
AT Bancorp
Iowa
$538K 4,783 +4,783 New
EWM
38
Evercore Wealth Management
New York
$497K 4,430 -35 -0.8%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$482K 4,291 -3,220 -43%
MCC
40
Mid Continent Capital
Illinois
$408K 3,627 – –
CS
41
Credit Suisse
Switzerland
$369K 3,282 +1,038 +46%
V
42
Veritable
Delaware
$360K 3,210 – –
Invesco
43
Invesco
Georgia
$272K 2,418 -170 -7%
FMII
44
Farmers & Merchants Investments Inc
Nebraska
$250K 2,228 +133 +6%
LPL Financial
45
LPL Financial
California
$234K 2,081 -83 -4%
PAG
46
Private Advisor Group
New Jersey
$233K 2,079 +2,079 New
Stifel Financial
47
Stifel Financial
Missouri
$228K 2,029 +107 +6%
FHA
48
First Horizon Advisors
Tennessee
$214K 1,903 +202 +12%
BFA
49
Bragg Financial Advisors
North Carolina
$207K 1,840 – –
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$94K 833 +1 +0.1%
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2
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