We are live on ! Find out more
AGZ icon

iShares Agency Bond ETF

81 hedge funds and large institutions have $485M invested in iShares Agency Bond ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

7% more funds holding

Funds holding: 7681 (+5)

0.16% more ownership

Funds ownership: 77.03%77.19% (+0.16%)

2% less capital invested

Capital invested by funds: $493M → $485M (-$8.81M)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
27
Reduced
31
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
26
Bank Hapoalim BM
Israel
$1.95M
ZB
27
Zions Bancorporation
Utah
$1.9M -$1.15M -9,909 -38%
EWM
28
Evercore Wealth Management
New York
$1.76M +$57.8K +500 +3%
ECM
29
ETrade Capital Management
Virginia
$1.69M +$900K +7,787 +114%
HPC
30
HM Payson & Co
Maine
$1.64M
AA
31
Alesco Advisors
New York
$1.52M
BFA
32
BlackRock Fund Advisors
California
$1.52M +$1.52M +13,112 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$1.48M -$180K -1,558 -11%
VKH
34
Virtu KCG Holdings
New York
$1.45M -$10.2M -88,468 -88%
AC
35
AFAM Capital
Texas
$1.13M -$598K -5,171 -35%
ECM
36
Exchange Capital Management
Michigan
$873K +$2.43K +21 +0.3%
BCM
37
Bluefin Capital Management
New York
$819K +$818K +7,081 New
FAAS
38
First Allied Advisory Services
California
$790K -$174K -1,504 -18%
PAG
39
Private Advisor Group
New Jersey
$788K -$1.5K -13 -0.2%
CCA
40
Checchi Capital Advisers
California
$718K -$2.43K -21 -0.3%
MA
41
MUFG Americas
New York
$699K +$211K +1,827 +43%
CIM
42
Cetera Investment Management
California
$689K -$90.7K -785 -12%
EA
43
Efficient Advisors
Ohio
$662K +$7.05K +61 +1%
MNA
44
Manning & Napier Advisors
New York
$616K
HighTower Advisors
45
HighTower Advisors
Illinois
$469K +$87.4K +756 +23%
DADC
46
D.A. Davidson & Co
Montana
$441K -$88.9K -769 -17%
FWP
47
FAS Wealth Partners
Kansas
$426K +$44.5K +385 +12%
AG
48
Advisor Group
Arizona
$423K -$385K -3,335 -48%
Goldman Sachs
49
Goldman Sachs
New York
$343K +$343K +2,969 New
JHIU
50
Janus Henderson Investors US
Colorado
$340K +$340K +2,945 New