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iShares Agency Bond ETF
AGZ

Overview Fund Activity

99 hedge funds and large institutions have $297M invested in iShares Agency Bond ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
99
Holders Change
–
Holders Change %
0%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.57M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$3.72M
3
LWS
3
Lucia Wealth Services
California
$3.74M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.03M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.13M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$63.9M
2
Jane Street
2
Jane Street
New York
$0
3
BlackRock
3
BlackRock
New York
$5.32M
4
MIS
4
Morningstar Investment Services
Illinois
$13M
5
WI
5
WBI Investments
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CI
26
Cambiar Investors
Colorado
$1.77M 15,837 -1,335 -8%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$1.77M 15,772 -8,044 -34%
ACP
28
Ashfield Capital Partners
California
$1.5M 13,415 -1,263 -9%
AA
29
Alesco Advisors
New York
$1.39M 12,400 – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.13M 10,113 +301 +3%
ZB
31
Zions Bancorporation
Utah
$1.1M 9,776 -4,962 -34%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.05M 9,338 -4,271 -31%
TA
33
Tiedemann Advisors
New York
$995K 8,877 +206 +2%
EWM
34
Evercore Wealth Management
New York
$961K 8,575 – –
GIM
35
Goelzer Investment Management
Indiana
$939K 8,382 +224 +3%
WP
36
WealthShield Partners
North Carolina
$928K 8,283 -320 -4%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$915K 8,171 +4,239 +108%
BHB
38
Bank Hapoalim BM
Israel
– – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$833K 7,441 +4,780 +180%
HighTower Advisors
40
HighTower Advisors
Illinois
$760K 6,828 +452 +7%
CCA
41
Checchi Capital Advisers
California
$687K 6,136 -97 -2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$674K 6,023 -337 -5%
ECM
43
ETrade Capital Management
Virginia
$642K 5,733 -1,769 -24%
EA
44
Efficient Advisors
Ohio
$636K 5,680 -36 -0.6%
MA
45
MUFG Americas
New York
$612K 5,462 -8,167 -60%
BFA
46
Beaumont Financial Advisors
Massachusetts
$511K 4,559 +4,559 New
FWP
47
FAS Wealth Partners
Kansas
$508K 4,534 +640 +16%
CFG
48
Citizens Financial Group
Rhode Island
$485K 4,327 -1,041 -19%
WT
49
Whittier Trust
California
$377K 3,366 -613 -15%
Ameriprise
50
Ameriprise
Minnesota
$346K 3,087 +347 +13%
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