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iShares Agency Bond ETF
AGZ

144 hedge funds and large institutions have $456M invested in iShares Agency Bond ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

2% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 49

3% less capital invested

Capital invested by funds: $471M → $456M (-$14.9M)

4.05% less ownership

Funds ownership: 69.52% → 65.47% (-4%)

6% less funds holding

Funds holding: 154 → 144 (-10)

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

Holders
144
Holders Change
-10
Holders Change %
-6.49%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
50
Reduced
49
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.54M
2
MAC
Mason & Associates (California)
California
+$8.48M
3
HighTower Advisors
HighTower Advisors
Illinois
+$5.01M
4
WI
WBI Investments
New Jersey
+$4.78M
5
BlackRock
BlackRock
New York
+$4.14M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$12.9M
2
Morgan Stanley
Morgan Stanley
New York
-$8.69M
3
AssetMark Inc
AssetMark Inc
California
-$8.27M
4
Osaic Holdings
Osaic Holdings
Arizona
-$4.75M
5
ACP
Aveo Capital Partners
Colorado
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
26
WBI Investments
New Jersey
$4.79M +$4.78M +44,309 New
Jane Street
27
Jane Street
New York
$4.7M +$483K +4,471 +11%
ACM
28
Andina Capital Management
Utah
$4.28M +$576K +5,337 +16%
CFO
29
CVA Family Office
Colorado
$3.1M -$43.8K -406 -1%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$3.04M +$152K +1,409 +5%
LPL Financial
31
LPL Financial
California
$2.92M +$511K +4,731 +21%
Ameriprise
32
Ameriprise
Minnesota
$2.92M -$12.9M -119,380 -82%
MWPCG
33
Measured Wealth Private Client Group
New Hampshire
$2.82M -$68.5K -634 -2%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.55M +$8.85K +82 +0.3%
Osaic Holdings
35
Osaic Holdings
Arizona
$2.52M -$4.75M -44,026 -65%
HPC
36
HM Payson & Co
Maine
$2.49M – – –
SB
37
Sunflower Bank
Texas
$2.49M – – –
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$2.23M – – –
PAG
39
Private Advisor Group
New Jersey
$2.11M -$49.2K -456 -2%
CTFG
40
Capstone Triton Financial Group
Oklahoma
$2.11M -$309K -2,864 -13%
CI
41
Cambiar Investors
Colorado
$2.01M -$272K -2,521 -12%
FFN
42
Focus Financial Network
Minnesota
$1.73M +$128K +1,187 +8%
JIR
43
James Investment Research
Ohio
$1.72M -$87.6K -811 -5%
NAM
44
NorthCrest Asset Manangement
Minnesota
$1.4M +$138K +1,275 +11%
SPC
45
Sigma Planning Corp
Michigan
$1.33M +$800K +7,408 +152%
SG
46
Sharper & Granite
California
$1.28M +$98.5K +912 +8%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.26M +$185K +1,713 +17%
Cerity Partners
48
Cerity Partners
New York
$1.23M +$121K +1,123 +11%
GC
49
Guggenheim Capital
Illinois
$1.21M +$198K +1,831 +20%
UAS
50
United Asset Strategies
New York
$1.17M +$43.3K +401 +4%
1
2
3 4 5

AGZ Hedge Fund Activity: Q1 2024 in Review

144 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2024, worth a combined $456M — down 3.2% from $471M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of AGZ and 10 opened new positions — a net loss of 9 holders — while 49 trimmed existing stakes and 50 added.

The largest buyer was Envestnet Asset Management, adding an estimated $8.54M. The largest seller was Ameriprise, cutting an estimated $12.9M.

  • 144 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2024, down from 154 in Q4 2023.
  • Funds reported $456M of iShares Agency Bond ETF stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 10 funds opened new iShares Agency Bond ETF positions in Q1 2024 and 19 closed out, a net change of -9 holders.
  • The largest iShares Agency Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $8.54M added.
  • The largest iShares Agency Bond ETF seller in Q1 2024 was Ameriprise, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2024.