We are live on ! Find out more
AGZ icon

iShares Agency Bond ETF

152 hedge funds and large institutions have $423M invested in iShares Agency Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

13% more capital invested

Capital invested by funds: $374M → $423M (+$49.2M)

3% more funds holding

Funds holding: 147152 (+5)

2.68% more ownership

Funds ownership: 51.8%54.48% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
56
Reduced
41
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$3.69M -$1.9M -15,955 -34%
JIR
27
James Investment Research
Ohio
$3.56M -$197K -1,659 -5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.55M -$9.68M -81,329 -73%
PGA
29
Portland Global Advisors
Maine
$3.51M +$109K +917 +3%
PCP
30
Proficio Capital Partners
Massachusetts
$3.43M +$3.44M +28,918 New
PAG
31
Private Advisor Group
New Jersey
$3.21M +$1.29M +10,860 +67%
5L
32
55I LLC
Massachusetts
$3.04M +$293K +2,461 +11%
HPC
33
HM Payson & Co
Maine
$2.73M
IA
34
IFP Advisors
Florida
$2.57M +$467K +3,925 +22%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$2.55M +$1.53M +12,831 +147%
CI
36
Cambiar Investors
Colorado
$2.48M
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.33M +$481K +4,047 +26%
TCWM
38
Total Clarity Wealth Management
Illinois
$2.31M +$93K +782 +4%
SB
39
Sunflower Bank
Texas
$2.28M
OC
40
Oppenheimer & Co
New York
$2.28M +$645K +5,423 +39%
SFM
41
Signet Financial Management
New Jersey
$2.27M +$2.28M +19,173 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.16M +$113K +948 +5%
WI
43
WBI Investments
New Jersey
$2.08M +$55.8K +469 +3%
PI
44
PFS Investments
Georgia
$2M +$106K +887 +6%
UIA
45
UBP Investment Advisors
Switzerland
$1.86M +$46.8K +393 +3%
KAS
46
Kestra Advisory Services
Texas
$1.85M +$18.1K +152 +1%
RB
47
Renasant Bank
Mississippi
$1.8M -$15.1K -127 -0.8%
AI
48
AdvisorShares Investments
Maryland
$1.6M -$78.5K -660 -5%
WP
49
WealthSource Partners
California
$1.59M +$114K +959 +8%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.55M +$99.5K +836 +7%