AGZ icon

iShares Agency Bond ETF
AGZ

Overview Fund Activity

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.

Holders
144
Holders Change
-10
Holders Change %
-6.49%
% of All Funds
2.09%
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

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13M
2
MAC
2
Mason & Associates (California)
California
$8.48M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$29.3M
4
WI
4
WBI Investments
New Jersey
$4.79M
5
BlackRock
5
BlackRock
New York
$16.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.03M
3
AssetMark Inc
3
AssetMark Inc
California
$41.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.52M
5
ACP
5
Aveo Capital Partners
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WI
26
WBI Investments
New Jersey
$4.79M 44,309 +44,309 New
Jane Street
27
Jane Street
New York
$4.7M 43,456 +4,471 +11%
ACM
28
Andina Capital Management
Utah
$4.28M 39,632 +5,337 +16%
CFO
29
CVA Family Office
Colorado
$3.1M 28,722 -406 -1%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$3.04M 28,177 +1,409 +5%
LPL Financial
31
LPL Financial
California
$2.92M 27,067 +4,731 +21%
Ameriprise
32
Ameriprise
Minnesota
$2.92M 27,002 -119,380 -82%
MWPCG
33
Measured Wealth Private Client Group
New Hampshire
$2.82M 26,091 -634 -2%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.55M 23,581 +82 +0.3%
Osaic Holdings
35
Osaic Holdings
Arizona
$2.52M 23,297 -44,026 -65%
HPC
36
HM Payson & Co
Maine
$2.49M 23,046 – –
SB
37
Sunflower Bank
Texas
$2.49M 23,035 – –
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$2.23M 20,650 – –
PAG
39
Private Advisor Group
New Jersey
$2.11M 19,570 -456 -2%
CTFG
40
Capstone Triton Financial Group
Oklahoma
$2.11M 19,540 -2,864 -13%
CI
41
Cambiar Investors
Colorado
$2.01M 18,638 -2,521 -12%
FFN
42
Focus Financial Network
Minnesota
$1.73M 16,187 +1,187 +8%
JIR
43
James Investment Research
Ohio
$1.72M 15,941 -811 -5%
NAM
44
NorthCrest Asset Manangement
Minnesota
$1.4M 12,953 +1,275 +11%
SPC
45
Sigma Planning Corp
Michigan
$1.33M 12,285 +7,408 +152%
SG
46
Sharper & Granite
California
$1.28M 11,932 +912 +8%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$1.26M 11,640 +1,713 +17%
Cerity Partners
48
Cerity Partners
New York
$1.23M 11,385 +1,123 +11%
GC
49
Guggenheim Capital
Illinois
$1.21M 11,171 +1,831 +20%
UAS
50
United Asset Strategies
New York
$1.17M 10,860 +401 +4%
1
2
3 4 5