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iShares Agency Bond ETF
AGZ

Overview Fund Activity

68 hedge funds and large institutions have $332M invested in iShares Agency Bond ETF in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
23
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JIR
1
James Investment Research
Ohio
$8.49M
2
AssetMark Inc
2
AssetMark Inc
California
$41.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.21M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$56.1M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$395K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$459K
3
Wells Fargo
3
Wells Fargo
California
$94.5M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
ZB
5
Zions Bancorporation
Utah
$918K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
51
Bluefin Capital Management
New York
$210K 1,856 +1,856 New
Lazard Asset Management
52
Lazard Asset Management
New York
– – – –
SAC
53
Smith Affiliated Capital
New York
– – – –
BC
54
Bartlett & Co
Ohio
$36K 320 – –
BFEC
55
Benjamin F. Edwards & Company
Missouri
$31K 273 -4 -1%
AIP
56
Ameritas Investment Partners
Nebraska
$27K 240 – –
EWM
57
Endurance Wealth Management
Rhode Island
$26K 226 +226 New
FAM
58
Formidable Asset Management
Ohio
$17K 150 – –
WTB
59
Washington Trust Bank
Washington
$14K 124 – –
HR
60
Howe & Rusling
New York
$11K 100 – –
BCA
61
Bray Capital Advisors
Florida
$11K 95 +95 New
BCM
62
Brookstone Capital Management
Illinois
$8K 70 +70 New
Citigroup
63
Citigroup
New York
$6K 49 +49 New
FFC
64
First Financial Corp
Indiana
$6K 53 +53 New
MFS
65
MSI Financial Services
Massachusetts
$3K 23 -121 -84%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$3K 25 +25 New
GWM
67
Gupta Wealth Management
California
$2K 22 +22 New
TFA
68
Transamerica Financial Advisors
Florida
$1K 1 -2 -67%
DADC
69
D.A. Davidson & Co
Montana
$1K 10 +10 New
VKH
70
Virtu KCG Holdings
New York
– – -21,664 Closed
FAAM
71
First Allied Asset Management
California
– – -5,415 Closed
V
72
Veritable
Delaware
– – -3,210 Closed
SWP
73
Stratos Wealth Partners
Ohio
– – -3,070 Closed
BFA
74
Bragg Financial Advisors
North Carolina
– – -1,840 Closed
WCM
75
Wealthcare Capital Management
Virginia
$0 75 -150 -67%
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3
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