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iShares Agency Bond ETF
AGZ

110 hedge funds and large institutions have $284M invested in iShares Agency Bond ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

7% more funds holding

Funds holding: 103 → 110 (+7)

6% more capital invested

Capital invested by funds: $269M → $284M (+$15.1M)

1.54% less ownership

Funds ownership: 53.2% → 51.66% (-1.5%)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
37
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.2M
2
JIR
James Investment Research
Ohio
+$5.08M
3
Bank of America
Bank of America
North Carolina
+$3.38M
4
BlackRock
BlackRock
New York
+$2.84M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.28M

Top Sellers

1
Jane Street
Jane Street
New York
-$12.4M
2
AssetMark Inc
AssetMark Inc
California
-$2.45M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.06M
4
CSIA
Charles Schwab Investment Advisory
California
-$1.23M
5
ACP
Ashfield Capital Partners
California
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
26
Cambiar Investors
Colorado
$1.84M -$118K -1,040 -6%
UIA
27
UBP Investment Advisors
Switzerland
$1.79M +$16.6K +146 +0.9%
Ameriprise
28
Ameriprise
Minnesota
$1.77M -$261K -2,293 -13%
MFG
29
MidWestOne Financial Group
Iowa
$1.6M +$1.58M +13,894 New
AA
30
Alesco Advisors
New York
$1.43M – – –
Goldman Sachs
31
Goldman Sachs
New York
$1.42M +$865K +7,599 +160%
B
32
Bailard
California
$1.32M +$1.3M +11,460 New
HighTower Advisors
33
HighTower Advisors
Illinois
$1.26M +$45.1K +396 +4%
MWPCG
34
Measured Wealth Private Client Group
New Hampshire
$1.26M +$1.01M +8,876 +435%
ACP
35
Ashfield Capital Partners
California
$1.17M -$1.2M -10,584 Closed
SFM
36
Signet Financial Management
New Jersey
$966K +$118K +1,038 +14%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$960K -$438K -3,846 -32%
MIM
38
Moseley Investment Management
Florida
$890K +$880K +7,727 New
EAM
39
Eagle Asset Management
Florida
$828K -$45.2K -397 -5%
SWP
40
Strategic Wealth Partners
Ohio
$772K -$372K -3,272 -33%
RCA
41
Rowland Carmichael Advisors
Arizona
$736K +$698K +6,127 +2,366%
WP
42
WealthShield Partners
North Carolina
$719K – – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$706K +$41.2K +362 +6%
SG Americas Securities
44
SG Americas Securities
New York
$691K – – –
CCA
45
Checchi Capital Advisers
California
$690K +$56.8K +499 +9%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$674K +$30.5K +268 +5%
AG
47
Advisor Group
Arizona
$640K -$51K -448 -7%
AI
48
Atria Investments
North Carolina
$617K +$602K +5,286 New
Renaissance Technologies
49
Renaissance Technologies
New York
$611K -$660K -5,800 -52%
BRC
50
Bell Rock Capital
Delaware
$598K +$152K +1,333 +34%
1
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AGZ Hedge Fund Activity: Q2 2019 in Review

110 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q2 2019, worth a combined $284M — up 5.6% from $269M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AGZ positions and 10 closed out — a net gain of 11 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.2M. The largest seller was Jane Street, cutting an estimated $12.4M.

  • 110 institutional investors held iShares Agency Bond ETF (AGZ) as of Q2 2019, up from 103 in Q1 2019.
  • Funds reported $284M of iShares Agency Bond ETF stock for Q2 2019, up 5.6% quarter-over-quarter.
  • 21 funds opened new iShares Agency Bond ETF positions in Q2 2019 and 10 closed out, a net change of +11 holders.
  • The largest iShares Agency Bond ETF buyer in Q2 2019 was Cambridge Investment Research Advisors, an estimated $6.2M added.
  • The largest iShares Agency Bond ETF seller in Q2 2019 was Jane Street, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2019.