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iShares Agency Bond ETF
AGZ

Overview Fund Activity

79 hedge funds and large institutions have $482M invested in iShares Agency Bond ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
23
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
1
WBI Investments
New Jersey
$28.5M
2
AssetMark Inc
2
AssetMark Inc
California
$17.1M
3
MIS
3
Morningstar Investment Services
Illinois
$10.6M
4
BlackRock
4
BlackRock
New York
$5.11M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.4M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$7.75M
2
State Street
2
State Street
Massachusetts
$146M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.6M
4
Bank of America
4
Bank of America
North Carolina
$12.2M
5
ACP
5
Ashfield Capital Partners
California
$1.86M
Name Market Value Shares Shares
Change 		Shares
Change %
ACP
26
Ashfield Capital Partners
California
$1.86M 16,442 -30,760 -65%
BHB
27
Bank Hapoalim BM
Israel
– – – –
HPC
28
HM Payson & Co
Maine
$1.6M 14,156 – –
LPL Financial
29
LPL Financial
California
$1.6M 14,128 -3,290 -19%
AA
30
Alesco Advisors
New York
$1.49M 13,150 – –
TA
31
Tiedemann Advisors
New York
$1.13M 10,027 +37 +0.4%
ECM
32
ETrade Capital Management
Virginia
$1.13M 9,962 -1,435 -13%
MA
33
MUFG Americas
New York
$886K 7,833 +3,806 +95%
RWM
34
RKL Wealth Management
Pennsylvania
$840K 7,435 +7,435 New
ECM
35
Exchange Capital Management
Michigan
$836K 7,392 -130 -2%
MNA
36
Manning & Napier Advisors
New York
– – – –
EWM
37
Evercore Wealth Management
New York
$755K 6,675 – –
CCA
38
Checchi Capital Advisers
California
$680K 6,011 -227 -4%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$672K 5,948 -2,738 -32%
EA
40
Efficient Advisors
Ohio
$657K 5,810 -37 -0.6%
HighTower Advisors
41
HighTower Advisors
Illinois
$600K 5,371 +998 +23%
UBS AM
42
UBS AM
Illinois
$590K 5,221 +5,221 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$536K 4,737 +4,737 New
FWP
44
FAS Wealth Partners
Kansas
$477K 4,222 +140 +3%
GIM
45
Goelzer Investment Management
Indiana
$356K 3,146 +109 +4%
ACP
46
Aveo Capital Partners
Colorado
$240K 2,123 -823 -28%
CFG
47
Citizens Financial Group
Rhode Island
$235K 2,080 +686 +49%
UCFA
48
United Capital Financial Advisors
Texas
$205K 1,810 -169 -9%
Barclays
49
Barclays
United Kingdom
$186K 1,644 +1,644 New
FMII
50
Farmers & Merchants Investments Inc
Nebraska
$150K 1,331 – –
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