AGZ icon

iShares Agency Bond ETF
AGZ

Overview Fund Activity

60 hedge funds and large institutions have $370M invested in iShares Agency Bond ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
22
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$67.6M
2
AssetMark Inc
2
AssetMark Inc
California
$48.6M
3
UBS Group
3
UBS Group
Switzerland
$4.36M
4
RJA
4
Raymond James & Associates
Florida
$4.24M
5
Bank of America
5
Bank of America
North Carolina
$14.7M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$6.64M
2
Jane Street
2
Jane Street
New York
$307K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Ameriprise
4
Ameriprise
Minnesota
$711K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$195K 1,723 +890 +107%
BC
52
Bartlett & Co
Ohio
$56K 495 – –
SAC
53
Smith Affiliated Capital
New York
– – – –
AIP
54
Ameritas Investment Partners
Nebraska
$27K 240 +240 New
BFEC
55
Benjamin F. Edwards & Company
Missouri
$21K 182 – –
FAM
56
Formidable Asset Management
Ohio
– – -150 Closed
MFS
57
MSI Financial Services
Massachusetts
$14K 121 -39 -24%
WTB
58
Washington Trust Bank
Washington
$14K 124 – –
Creative Planning
59
Creative Planning
Kansas
$14K 125 +125 New
S
60
SignatureFD
Georgia
$13K 116 +116 New
HR
61
Howe & Rusling
New York
$11K 100 – –
BRWM
62
B. Riley Wealth Management
Tennessee
$8K 76 – –
MA
63
MUFG Americas
New York
$7K 63 – –
BRWA
64
B. Riley Wealth Advisors
Florida
$1.83K 16,215 +8,328 +106%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– – -27,113 Closed
BCM
66
Bluefin Capital Management
New York
– – -5,821 Closed
M&T Bank
67
M&T Bank
New York
– – -5,001 Closed
Invesco
68
Invesco
Georgia
– – -2,418 Closed
Citigroup
69
Citigroup
New York
– – -38 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– – -13 Closed
BlackRock
71
BlackRock
New York
$0 1 +1 New
Parallax Volatility Advisers
72
Parallax Volatility Advisers
California
$0 1 +1 New
1 2
3