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iShares Agency Bond ETF
AGZ

Overview Fund Activity

61 hedge funds and large institutions have $343M invested in iShares Agency Bond ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
27
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$18.7M
2
KeyBank National Association
2
KeyBank National Association
Ohio
$17.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.22M
4
Wells Fargo
4
Wells Fargo
California
$98.9M
5
VKH
5
Virtu KCG Holdings
New York
$2.48M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$9.8M
2
JIR
2
James Investment Research
Ohio
$8.81M
3
AssetMark Inc
3
AssetMark Inc
California
$34.9M
4
TFA
4
Transamerica Financial Advisors
Florida
$1K
5
Bank of America
5
Bank of America
North Carolina
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
51
Bragg Financial Advisors
North Carolina
$210K 1,840 – –
SAC
52
Smith Affiliated Capital
New York
– – – –
BC
53
Bartlett & Co
Ohio
$37K 320 -175 -35%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$32K 277 +95 +52%
AIP
55
Ameritas Investment Partners
Nebraska
$27K 240 – –
WCM
56
Wealthcare Capital Management
Virginia
$26K 225 +225 New
FAM
57
Formidable Asset Management
Ohio
$17K 150 +150 New
MFS
58
MSI Financial Services
Massachusetts
$16K 144 +23 +19%
WTB
59
Washington Trust Bank
Washington
$14K 124 – –
HR
60
Howe & Rusling
New York
$11K 100 – –
BRWM
61
B. Riley Wealth Management
Tennessee
$8K 76 – –
S
62
SignatureFD
Georgia
$5K 41 -75 -65%
TFA
63
Transamerica Financial Advisors
Florida
$1K 3 -7,371 -100%
SEI Investments
64
SEI Investments
Pennsylvania
$1K 11 +11 New
Ameriprise
65
Ameriprise
Minnesota
– – -6,287 Closed
Jane Street
66
Jane Street
New York
– – -2,718 Closed
CG
67
Colony Group
Massachusetts
– – -2,325 Closed
Creative Planning
68
Creative Planning
Kansas
– – -125 Closed
MA
69
MUFG Americas
New York
– – -63 Closed
Parallax Volatility Advisers
70
Parallax Volatility Advisers
California
$0 1 – –
BlackRock
71
BlackRock
New York
$0 1 – –
1 2
3