AGZ icon

iShares Agency Bond ETF
AGZ

Overview Fund Activity

75 hedge funds and large institutions have $411M invested in iShares Agency Bond ETF in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
22
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VKH
1
Virtu KCG Holdings
New York
$7.64M
2
AB
2
AT Bancorp
Iowa
$5.57M
3
Wells Fargo
3
Wells Fargo
California
$99.4M
4
LI
4
LVZ Inc
Michigan
$2.78M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$2.49M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.8M
2
Jane Street
2
Jane Street
New York
$2.5M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$10.9M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$0
5
AssetMark Inc
5
AssetMark Inc
California
$44.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$264K 2,301 +2,301 New
SWP
52
Stratos Wealth Partners
Ohio
$260K 2,264 +329 +17%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$248K 2,155 +369 +21%
UCFA
54
United Capital Financial Advisors
Texas
$247K 2,149 -75 -3%
MA
55
MUFG Americas
New York
$244K 2,124 +1,974 +1,316%
GWM
56
Geneos Wealth Management
Colorado
$183K 1,600 +1,600 New
Lazard Asset Management
57
Lazard Asset Management
New York
– – – –
FHA
58
First Horizon Advisors
Tennessee
$105K 915 – –
CFG
59
Citizens Financial Group
Rhode Island
$96K 831 +831 New
MFS
60
MSI Financial Services
Massachusetts
$53K 465 +83 +22%
AF
61
Arrow Financial
New York
$46K 400 – –
IA
62
IFP Advisors
Florida
$42K 368 -3,995 -92%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$33K 288 +71 +33%
AIG
64
American International Group
New York
$28K 242 -2,967 -92%
CYG
65
Clean Yield Group
Vermont
$28K 240 +240 New
AIP
66
Ameritas Investment Partners
Nebraska
$27K 240 – –
BC
67
Bartlett & Co
Ohio
$23K 200 – –
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$18K 159 +34 +27%
FAM
69
Formidable Asset Management
Ohio
$17K 150 – –
MWM
70
MinichMacGregor Wealth Management
New York
$9K 82 +82 New
SEI Investments
71
SEI Investments
Pennsylvania
$7K 60 +60 New
JWA
72
JFS Wealth Advisors
Pennsylvania
$6K 50 – –
ASN
73
Advisory Services Network
Georgia
$4K 37 -7 -16%
Creative Planning
74
Creative Planning
Kansas
$3K 27 +27 New
WAM
75
Wealthspire Advisors (Maryland)
Maryland
$1K 11 – –
1 2
3
4