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iShares Agency Bond ETF
AGZ

Overview Fund Activity

61 hedge funds and large institutions have $343M invested in iShares Agency Bond ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
27
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$18.7M
2
KeyBank National Association
2
KeyBank National Association
Ohio
$17.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.22M
4
Wells Fargo
4
Wells Fargo
California
$98.9M
5
ZB
5
Zions Bancorporation
Utah
$2.77M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$9.8M
2
AssetMark Inc
2
AssetMark Inc
California
$34.9M
3
TFA
3
Transamerica Financial Advisors
Florida
$1K
4
Bank of America
4
Bank of America
North Carolina
$12.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$277K
Name Market Value Shares Shares
Change 		Shares
Change %
F
26
FolioMetrix
Nebraska
$1.36M 11,945 -2,573 -18%
NC
27
NewSquare Capital
Pennsylvania
$1.3M 11,416 +255 +2%
BA
28
BlackRock Advisors
Delaware
$1.28M 11,212 +3,130 +39%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.28M 11,181 +9,458 +549%
EWM
30
Evercore Wealth Management
New York
$1.19M 10,430 +7,150 +218%
FIG
31
Fusion Investment Group
Pennsylvania
$1.13M 9,909 +6 +0.1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.11M 9,732 +687 +8%
ECM
33
ETrade Capital Management
Virginia
$973K 8,520 +598 +8%
MNA
34
Manning & Napier Advisors
New York
– – – –
ECM
35
Exchange Capital Management
Michigan
$870K 7,621 +310 +4%
LPL Financial
36
LPL Financial
California
$812K 7,111 +4,510 +173%
AB
37
AT Bancorp
Iowa
$781K 6,840 +2,834 +71%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$777K 6,789 +6,789 New
CCA
39
Checchi Capital Advisers
California
$650K 5,695 -1,169 -17%
FAAM
40
First Allied Asset Management
California
$618K 5,415 – –
PAG
41
Private Advisor Group
New Jersey
$524K 4,592 +1,945 +73%
MCC
42
Mid Continent Capital
Illinois
$414K 3,627 – –
V
43
Veritable
Delaware
$367K 3,210 – –
SWP
44
Stratos Wealth Partners
Ohio
$350K 3,070 -2 -0.1%
Lazard Asset Management
45
Lazard Asset Management
New York
– – – –
FMII
46
Farmers & Merchants Investments Inc
Nebraska
$290K 2,536 +203 +9%
Goldman Sachs
47
Goldman Sachs
New York
$277K 2,427 -10,673 -81%
CS
48
Credit Suisse
Switzerland
$261K 2,286 -89 -4%
Stifel Financial
49
Stifel Financial
Missouri
$235K 2,054 +43 +2%
FHA
50
First Horizon Advisors
Tennessee
$217K 1,903 – –
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