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iShares Agency Bond ETF
AGZ

Overview Fund Activity

92 hedge funds and large institutions have $293M invested in iShares Agency Bond ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$49.7M
2
WI
2
WBI Investments
New Jersey
$10.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.79M
5
Bank of America
5
Bank of America
North Carolina
$13.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
HPC
3
HM Payson & Co
Maine
$0
4
Wells Fargo
4
Wells Fargo
California
$3.98M
5
CSIA
5
Charles Schwab Investment Advisory
California
$58.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CI
26
Cambiar Investors
Colorado
$1.73M 15,396 -413 -3%
AA
27
Alesco Advisors
New York
$1.39M 12,400 – –
AG
28
Advisor Group
Arizona
$1.29M 11,497 +2,106 +22%
CCA
29
Checchi Capital Advisers
California
$1.25M 11,139 +4,269 +62%
ACP
30
Ashfield Capital Partners
California
$1.18M 10,531 -2,838 -21%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.16M 10,437 +3,157 +43%
SWP
32
Strategic Wealth Partners
Ohio
$1.09M 9,561 +9,561 New
KCM
33
Karp Capital Management
California
$1.09M 9,675 +9,675 New
GIM
34
Goelzer Investment Management
Indiana
$1.03M 9,208 +97 +1%
MML Investors Services
35
MML Investors Services
Massachusetts
$898K 8,012 +330 +4%
Ameriprise
36
Ameriprise
Minnesota
$883K 7,875 +5,351 +212%
EWM
37
Evercore Wealth Management
New York
$749K 6,680 – –
WP
38
WealthShield Partners
North Carolina
$733K 6,541 – –
SFM
39
Signet Financial Management
New Jersey
$653K 5,820 -325 -5%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$636K 5,675 -130 -2%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$590K 5,270 +1,445 +38%
BHB
42
Bank Hapoalim BM
Israel
– – – –
Goldman Sachs
43
Goldman Sachs
New York
$532K 4,743 – –
FWP
44
FAS Wealth Partners
Kansas
$515K 4,594 +31 +0.7%
W
45
WealthOne
New York
$511K 4,560 +4,560 New
CFG
46
Citizens Financial Group
Rhode Island
$499K 4,450 +502 +13%
ECM
47
ETrade Capital Management
Virginia
$478K 4,263 -1,536 -26%
EA
48
Efficient Advisors
Ohio
$472K 4,206 -1,086 -21%
Asset Management One
49
Asset Management One
Japan
$460K 4,100 +4,100 New
RA
50
RFG Advisory
Alabama
$454K 4,053 -167 -4%
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