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iShares Agency Bond ETF
AGZ

Overview Fund Activity

72 hedge funds and large institutions have $440M invested in iShares Agency Bond ETF in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
15
Increased
24
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$129M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.5M
3
Bank of America
3
Bank of America
North Carolina
$19.9M
4
FIM
4
Freedom Investment Management
Connecticut
$4.13M
5
ACM
5
Arlington Capital Management
Illinois
$3.49M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.08M
2
KeyBank National Association
2
KeyBank National Association
Ohio
$15.7M
3
US Bancorp
3
US Bancorp
Minnesota
$16.9M
4
DWM
4
Destination Wealth Management
California
$0
5
JIR
5
James Investment Research
Ohio
$8.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
51
Lazard Asset Management
New York
– – – –
PFG
52
Pacific Financial Group
Washington
$49K 433 +433 New
SAM
53
Shamrock Asset Management
Texas
$45K 397 +397 New
SAC
54
Smith Affiliated Capital
New York
– – – –
BC
55
Bartlett & Co
Ohio
$36K 320 – –
LYV
56
Live Your Vision
Pennsylvania
$34K 300 +300 New
Citigroup
57
Citigroup
New York
$30K 263 +214 +437%
AP
58
Advisors Preferred
Maryland
$30K 267 +267 New
BFEC
59
Benjamin F. Edwards & Company
Missouri
$29K 257 -16 -6%
AIP
60
Ameritas Investment Partners
Nebraska
$27K 240 – –
EWM
61
Endurance Wealth Management
Rhode Island
$26K 226 – –
AP
62
Atwood & Palmer
Missouri
$24K 211 +211 New
FAM
63
Formidable Asset Management
Ohio
$17K 150 – –
Creative Planning
64
Creative Planning
Kansas
$16K 136 +136 New
WTB
65
Washington Trust Bank
Washington
$14K 124 – –
BCA
66
Bray Capital Advisors
Florida
$11K 95 – –
AIG
67
American International Group
New York
$8K 74 +74 New
BCM
68
Brookstone Capital Management
Illinois
$6K 54 -16 -23%
MFS
69
MSI Financial Services
Massachusetts
$6K 51 +28 +122%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$3K 25 +25 New
TRCT
71
Tower Research Capital (TRC)
New York
$2K 18 +18 New
TFA
72
Transamerica Financial Advisors
Florida
$1K 1 – –
DADC
73
D.A. Davidson & Co
Montana
$1K 10 – –
DWM
74
Destination Wealth Management
California
– – -6,077 Closed
Goldman Sachs
75
Goldman Sachs
New York
– – -3,452 Closed
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