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iShares Agency Bond ETF
AGZ

152 hedge funds and large institutions have $405M invested in iShares Agency Bond ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

5.14% more ownership

Funds ownership: 55.82% → 60.96% (+5.1%)

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

4% less capital invested

Capital invested by funds: $422M → $405M (-$17.4M)

3% less funds holding

Funds holding: 157 → 152 (-5)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
54
Reduced
50
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UIA
UBP Investment Advisors
Switzerland
+$27.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.83M
3
Ameriprise
Ameriprise
Minnesota
+$5.43M
4
CTFG
Capstone Triton Financial Group
Oklahoma
+$5.15M
5
NRI
NFP Retirement Inc
California
+$3.31M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.7M
2
EVM
Eaton Vance Management
Massachusetts
-$6.73M
3
Wells Fargo
Wells Fargo
California
-$5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$3.45M +$332K +2,891 +10%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.24M -$4.39M -38,215 -57%
NRI
28
NFP Retirement Inc
California
$3.23M +$3.31M +28,785 New
LPL Financial
29
LPL Financial
California
$3.13M -$1.03M -9,002 -24%
PAG
30
Private Advisor Group
New Jersey
$3.01M +$59.7K +520 +2%
BCM
31
Beaumont Capital Management
Massachusetts
$2.91M +$6.09K +53 +0.2%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.88M -$1.67M -14,578 -38%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$2.83M +$315K +2,743 +12%
WI
34
WBI Investments
New Jersey
$2.83M +$134K +1,164 +5%
IA
35
IFP Advisors
Florida
$2.77M +$168K +1,459 +6%
SFM
36
Signet Financial Management
New Jersey
$2.6M +$286K +2,493 +12%
HPC
37
HM Payson & Co
Maine
$2.59M – – –
CI
38
Cambiar Investors
Colorado
$2.35M -$1.49K -13 -0.1%
HWAM
39
Hennion & Walsh Asset Management
New Jersey
$2.24M +$495K +4,311 +28%
JIR
40
James Investment Research
Ohio
$2.24M -$224K -1,946 -9%
PI
41
PFS Investments
Georgia
$2.12M +$81.2K +707 +4%
KAS
42
Kestra Advisory Services
Texas
$2.04M +$289K +2,514 +16%
TCWM
43
Total Clarity Wealth Management
Illinois
$1.86M -$81.4K -709 -4%
HH
44
Hilltop Holdings
Texas
$1.73M +$113K +986 +7%
FAP
45
Financial Advisory Partners
Florida
$1.72M -$36.5K -318 -2%
RB
46
Renasant Bank
Mississippi
$1.71M -$9.53K -83 -0.5%
ACP
47
Ashfield Capital Partners
California
$1.41M -$69.4K -604 -5%
B
48
Bailard
California
$1.41M +$78.7K +685 +6%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.38M -$401K -3,493 -22%
SB
50
Sunflower Bank
Texas
$1.31M -$634K -5,520 -32%
1
2
3 4 5

AGZ Hedge Fund Activity: Q1 2022 in Review

152 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2022, worth a combined $405M — down 4.1% from $422M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AGZ and 18 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 54 added.

The largest buyer was UBP Investment Advisors, adding an estimated $27.7M. The largest seller was Morgan Stanley, cutting an estimated $9.7M.

  • 152 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2022, down from 157 in Q4 2021.
  • Funds reported $405M of iShares Agency Bond ETF stock for Q1 2022, down 4.1% quarter-over-quarter.
  • 18 funds opened new iShares Agency Bond ETF positions in Q1 2022 and 20 closed out, a net change of -2 holders.
  • The largest iShares Agency Bond ETF buyer in Q1 2022 was UBP Investment Advisors, an estimated $27.7M added.
  • The largest iShares Agency Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $9.7M sold.

Based on aggregated 13F filings for Q1 2022.