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iShares Agency Bond ETF
AGZ

Overview Fund Activity

99 hedge funds and large institutions have $313M invested in iShares Agency Bond ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
27
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$21.4M
2
UIA
2
UBP Investment Advisors
Switzerland
$2.18M
3
RA
3
RFG Advisory
Alabama
$1.45M
4
CSIA
4
Charles Schwab Investment Advisory
California
$59.4M
5
MIS
5
Morningstar Investment Services
Illinois
$14.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$11.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.41M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$251K
5
ZB
5
Zions Bancorporation
Utah
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
HPC
26
HM Payson & Co
Maine
$1.6M 14,156 – –
MA
27
MUFG Americas
New York
$1.54M 13,629 -1,572 -10%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.54M 13,609 -154 -1%
RA
29
RFG Advisory
Alabama
$1.45M 12,841 +12,841 New
AA
30
Alesco Advisors
New York
$1.4M 12,400 – –
LPL Financial
31
LPL Financial
California
$1.38M 12,162 -648 -5%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.11M 9,812 +451 +5%
TA
33
Tiedemann Advisors
New York
$981K 8,671 +131 +2%
WP
34
WealthShield Partners
North Carolina
$971K 8,603 +8,603 New
W
35
WealthShield
North Carolina
$971K 8,603 +8,603 New
EWM
36
Evercore Wealth Management
New York
$970K 8,575 +1,885 +28%
WI
37
WBI Investments
New Jersey
$966K 8,537 +8,537 New
GIM
38
Goelzer Investment Management
Indiana
$923K 8,158 +284 +4%
ECM
39
ETrade Capital Management
Virginia
$848K 7,502 +225 +3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$719K 6,360 +6,360 New
HighTower Advisors
41
HighTower Advisors
Illinois
$710K 6,376 +440 +7%
CCA
42
Checchi Capital Advisers
California
$705K 6,233 +112 +2%
EA
43
Efficient Advisors
Ohio
$646K 5,716 +51 +0.9%
LWS
44
Lucia Wealth Services
California
$633K 5,597 +5,597 New
CFG
45
Citizens Financial Group
Rhode Island
$607K 5,368 +802 +18%
Goldman Sachs
46
Goldman Sachs
New York
$542K 4,792 -1,716 -26%
UBS AM
47
UBS AM
Illinois
$472K 4,172 -160 -4%
WT
48
Whittier Trust
California
$450K 3,979 +394 +11%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$445K 3,932 +835 +27%
FWP
50
FAS Wealth Partners
Kansas
$440K 3,894 +194 +5%
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