We are live on ! Find out more
AGZ icon

iShares Agency Bond ETF

78 hedge funds and large institutions have $456M invested in iShares Agency Bond ETF in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

8% more funds holding

Funds holding: 7278 (+6)

3.64% more ownership

Funds ownership: 70.36%74% (+3.6%)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

4% more capital invested

Capital invested by funds: $440M → $456M (+$16.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
20
Increased
26
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
51
Goelzer Investment Management
Indiana
$272K +$5.56K +49 +2%
UCFA
52
United Capital Financial Advisors
Texas
$252K -$16K -141 -6%
SAM
53
Shamrock Asset Management
Texas
$240K +$196K +1,727 +435%
SWP
54
Stratos Wealth Partners
Ohio
$219K +$220K +1,935 New
CWM
55
Concert Wealth Management
California
$213K +$213K +1,881 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$202K -$3.74K -33 -2%
KSA
57
Ken Stern & Associates
California
$187K +$188K +1,653 New
Lazard Asset Management
58
Lazard Asset Management
New York
$149K
FHA
59
First Horizon Advisors
Tennessee
$104K -$84.9K -748 -45%
DADC
60
D.A. Davidson & Co
Montana
$67K +$66.1K +583 +5,830%
PFG
61
Pacific Financial Group
Washington
$49K +$340 +3 +0.7%
AF
62
Arrow Financial
New York
$45K +$45.4K +400 New
MFS
63
MSI Financial Services
Massachusetts
$43K +$37.5K +331 +649%
AIP
64
Ameritas Investment Partners
Nebraska
$27K
BFEC
65
Benjamin F. Edwards & Company
Missouri
$25K -$4.54K -40 -16%
AP
66
Atwood & Palmer
Missouri
$24K
BC
67
Bartlett & Co
Ohio
$23K -$13.6K -120 -38%
EWM
68
Endurance Wealth Management
Rhode Island
$23K -$2.84K -25 -11%
AP
69
Advisors Preferred
Maryland
$17K -$12.9K -114 -43%
MA
70
MUFG Americas
New York
$17K +$17K +150 New
FAM
71
Formidable Asset Management
Ohio
$16K
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$14K +$14.2K +125 New
Citigroup
73
Citigroup
New York
$11K -$18.8K -166 -63%
JWA
74
JFS Wealth Advisors
Pennsylvania
$6K +$5.67K +50 New
ASN
75
Advisory Services Network
Georgia
$5K +$4.99K +44 New