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iShares Agency Bond ETF
AGZ

Overview Fund Activity

58 hedge funds and large institutions have $255M invested in iShares Agency Bond ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$12.4M
2
CSIA
2
Charles Schwab Investment Advisory
California
$51.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.88M
4
Wells Fargo
4
Wells Fargo
California
$90.1M
5
U
5
UBS
Switzerland
$4.2M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$4.34M
2
ACP
2
Ashfield Capital Partners
California
$5.57M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$886K
4
BFA
4
BlackRock Fund Advisors
California
$0
5
Ameriprise
5
Ameriprise
Minnesota
$3.14M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
51
Bartlett & Co
Ohio
$56K 495 – –
SAC
52
Smith Affiliated Capital
New York
– – – –
BFEC
53
Benjamin F. Edwards & Company
Missouri
$20K 182 +5 +3%
GSC
54
Ground Swell Capital
South Carolina
$20K 180 +180 New
MFS
55
MSI Financial Services
Massachusetts
$18K 160 -57 -26%
FAM
56
Formidable Asset Management
Ohio
$17K 150 – –
WTB
57
Washington Trust Bank
Washington
$14K 124 -276 -69%
HR
58
Howe & Rusling
New York
$11K 100 +100 New
BRWM
59
B. Riley Wealth Management
Tennessee
$8K 76 – –
MA
60
MUFG Americas
New York
$7K 63 – –
Citigroup
61
Citigroup
New York
$4K 38 +23 +153%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$1K 13 +13 New
BFA
63
BlackRock Fund Advisors
California
– – -6,740 Closed
BWAM
64
Boyd Watterson Asset Management
Ohio
– – -3,970 Closed
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
– – -46 Closed
GAM
66
Gemmer Asset Management
California
– – -1 Closed
1 2
3