AGZ icon

iShares Agency Bond ETF
AGZ

Overview Fund Activity

82 hedge funds and large institutions have $323M invested in iShares Agency Bond ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$84.4M
2
VKH
2
Virtu KCG Holdings
New York
$3.16M
3
RWM
3
RKL Wealth Management
Pennsylvania
$2.93M
4
MIS
4
Morningstar Investment Services
Illinois
$12.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.06M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
WI
2
WBI Investments
New Jersey
$8.74M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.58M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$11.8M
5
Jane Street
5
Jane Street
New York
$8.24M
Name Market Value Shares Shares
Change 		Shares
Change %
AB
26
AT Bancorp
Iowa
$2.43M 21,401 +4,880 +30%
ACP
27
Ashfield Capital Partners
California
$1.74M 15,318 -1,124 -7%
HPC
28
HM Payson & Co
Maine
$1.61M 14,156 – –
LPL Financial
29
LPL Financial
California
$1.56M 13,728 -400 -3%
MNA
30
Manning & Napier Advisors
New York
– – – –
AA
31
Alesco Advisors
New York
$1.5M 13,150 – –
BHB
32
Bank Hapoalim BM
Israel
– – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.06M 9,345 +9,345 New
TA
34
Tiedemann Advisors
New York
$989K 8,698 -1,329 -13%
Goldman Sachs
35
Goldman Sachs
New York
$984K 8,655 +8,655 New
MA
36
MUFG Americas
New York
$942K 8,288 +455 +6%
ECM
37
ETrade Capital Management
Virginia
$892K 7,847 -2,115 -21%
EWM
38
Evercore Wealth Management
New York
$759K 6,675 – –
ECM
39
Exchange Capital Management
Michigan
$692K 6,088 -1,304 -18%
CCA
40
Checchi Capital Advisers
California
$686K 6,032 +21 +0.3%
SPIA
41
Steward Partners Investment Advisory
New York
$683K 6,012 +5,995 +35,265%
HighTower Advisors
42
HighTower Advisors
Illinois
$662K 5,915 +544 +10%
EA
43
Efficient Advisors
Ohio
$658K 5,791 -19 -0.3%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$610K 5,361 -587 -10%
FWP
45
FAS Wealth Partners
Kansas
$499K 4,393 +171 +4%
UBS AM
46
UBS AM
Illinois
$496K 4,364 -857 -16%
GIM
47
Goelzer Investment Management
Indiana
$453K 3,981 +835 +27%
CFG
48
Citizens Financial Group
Rhode Island
$423K 3,724 +1,644 +79%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$337K 2,962 -1,775 -37%
BRWA
50
B. Riley Wealth Advisors
Florida
$230K 2,015 +2,015 New
1
2
3 4