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iShares Agency Bond ETF

82 hedge funds and large institutions have $307M invested in iShares Agency Bond ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0% more funds holding

Funds holding: 8282 (0)

5% less capital invested

Capital invested by funds: $323M → $307M (-$15.6M)

1.73% less ownership

Funds ownership: 66.94%65.21% (-1.7%)

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$220K -$9.11K -80 -4%
AG
52
Advisor Group
Arizona
$190K +$84.6K +743 +79%
LNWWM
53
Laird Norton Wetherby Wealth Management
California
$115K +$115K +1,013 New
BF
54
BOK Financial
Oklahoma
$95K +$95.1K +835 New
GRP
55
Global Retirement Partners
California
$84K -$5.58K -49 -6%
FMII
56
Farmers & Merchants Investments Inc
Nebraska
$65K -$71.4K -627 -52%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$64K +$228 +2 +0.4%
GWM
58
Geneos Wealth Management
Colorado
$53K -$22.7K -199 -30%
AIP
59
Ameritas Investment Partners
Nebraska
$44K
FCB
60
First Command Bank
Texas
$44K
FCFS
61
First Command Financial Services
Texas
$44K
ECM
62
Exchange Capital Management
Michigan
$42K -$652K -5,721 -94%
IA
63
IFP Advisors
Florida
$39K -$228 -2 -0.6%
SAM
64
Shamrock Asset Management
Texas
$34K +$34.4K +302 New
GEA
65
Glen Eagle Advisors
New Jersey
$25.6K
LYV
66
Live Your Vision
Pennsylvania
$16K
NC
67
NewSquare Capital
Pennsylvania
$15K -$2.28K -20 -13%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15K
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K
BTIS
70
BB&T Investment Services
North Carolina
$10K +$9.68K +85 New
MWM
71
MinichMacGregor Wealth Management
New York
$9K
ASN
72
Advisory Services Network
Georgia
$7K +$6.83K +60 New
BC
73
Bartlett & Co
Ohio
$6K
EWM
74
Endurance Wealth Management
Rhode Island
$6K
SFSIG
75
San Francisco Sentry Investment Group
California
$6K +$6.38K +56 New

AGZ Hedge Fund Activity: Q3 2017 in Review

82 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q3 2017, worth a combined $307M — down 4.8% from $323M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AGZ positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $2.22M. The largest seller was WBI Investments, exiting entirely with an estimated $8.74M sold.

  • 82 institutional investors held iShares Agency Bond ETF (AGZ) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $307M of iShares Agency Bond ETF stock for Q3 2017, down 4.8% quarter-over-quarter.
  • 10 funds opened new iShares Agency Bond ETF positions in Q3 2017 and 8 closed out, a net change of +2 holders.
  • The largest iShares Agency Bond ETF buyer in Q3 2017 was Bank of America, an estimated $2.22M added.
  • The largest iShares Agency Bond ETF seller in Q3 2017 was WBI Investments, an estimated $8.74M sold.

Based on aggregated 13F filings for Q3 2017.