AGZ icon

iShares Agency Bond ETF
AGZ

Overview Fund Activity

126 hedge funds and large institutions have $299M invested in iShares Agency Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
126
Holders Change
+14
Holders Change %
+12.5%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
42
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$17.3M
2
AFWM
2
AMJ Financial Wealth Management
Virginia
$7.49M
3
RJA
3
Raymond James & Associates
Florida
$14M
4
Jane Street
4
Jane Street
New York
$13.3M
5
US Bancorp
5
US Bancorp
Minnesota
$11.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$18K
2
Citadel Advisors
2
Citadel Advisors
Florida
$280K
3
MWPCG
3
Measured Wealth Private Client Group
New Hampshire
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
26
Capstone Financial Group
Oklahoma
$2.08M 17,961 +17,961 New
UIA
27
UBP Investment Advisors
Switzerland
$2.05M 17,715 -29 -0.2%
C1AG
28
Client 1st Advisory Group
Florida
$1.99M 17,250 +17,250 New
CI
29
Cambiar Investors
Colorado
$1.84M 15,931 – –
Ameriprise
30
Ameriprise
Minnesota
$1.83M 15,849 -148 -0.9%
GC
31
Guggenheim Capital
Illinois
$1.71M 14,827 +11,601 +360%
TCWM
32
Total Clarity Wealth Management
Illinois
$1.66M 14,392 +14,392 New
Goldman Sachs
33
Goldman Sachs
New York
$1.51M 13,020 -6 -0%
AA
34
Alesco Advisors
New York
$1.43M 12,400 – –
HighTower Advisors
35
HighTower Advisors
Illinois
$1.39M 12,141 -3,790 -24%
MFG
36
MidWestOne Financial Group
Iowa
$1.38M 11,960 -229 -2%
BFA
37
Beaumont Financial Advisors
Massachusetts
$1.31M 11,177 -4,183 -27%
ACP
38
Ashfield Capital Partners
California
$1.19M 10,282 +399 +4%
SFM
39
Signet Financial Management
New Jersey
$1.1M 9,506 +683 +8%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.03M 8,933 +2,644 +42%
RCA
41
Rowland Carmichael Advisors
Arizona
$1.02M 8,837 -219 -2%
AG
42
Advisor Group
Arizona
$994K 8,605 +2,561 +42%
AWM
43
AE Wealth Management
Kansas
$764K 6,610 -590 -8%
VFM
44
Vivid Financial Management
California
$762K 6,512 +6,512 New
EAM
45
Eagle Asset Management
Florida
$731K 6,328 +3,125 +98%
GIM
46
Goelzer Investment Management
Indiana
$702K 6,071 +1,706 +39%
WP
47
WealthShield Partners
North Carolina
$688K 5,950 -470 -7%
MML Investors Services
48
MML Investors Services
Massachusetts
$681K 5,896 +559 +10%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$668K 5,780 -32 -0.6%
CFG
50
Citizens Financial Group
Rhode Island
$645K 5,580 +257 +5%
1
2
3 4 5