iShares Agency Bond ETF
AGZ
92 hedge funds and large institutions have $293M invested in iShares Agency Bond ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 15 closing their positions.
23% more capital invested
Capital invested by funds: $238M → $293M (+$54.6M)
1% more funds holding
Funds holding: 91 → 92 (+1)
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
0.45% more ownership
Funds ownership: 58.74% → 59.18% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$27.4M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$10.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.73M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.26M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.51M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.11M |
| 3 |
HPC
HM Payson & Co
Portland,
Maine
|
-$2.55M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.29M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$2.26M |
AGZ Hedge Fund Activity: Q4 2018 in Review
92 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q4 2018, worth a combined $293M — up 23% from $238M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new AGZ positions and 15 closed out — a net gain of 1 holder — while 27 added to existing stakes and 25 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $27.4M. The largest seller was Jane Street, exiting entirely with an estimated $7.51M sold.
- 92 institutional investors held iShares Agency Bond ETF (AGZ) as of Q4 2018, up from 91 in Q3 2018.
- Funds reported $293M of iShares Agency Bond ETF stock for Q4 2018, up 23% quarter-over-quarter.
- 16 funds opened new iShares Agency Bond ETF positions in Q4 2018 and 15 closed out, a net change of +1 holder.
- The largest iShares Agency Bond ETF buyer in Q4 2018 was AssetMark Inc, an estimated $27.4M added.
- The largest iShares Agency Bond ETF seller in Q4 2018 was Jane Street, an estimated $7.51M sold.
Based on aggregated 13F filings for Q4 2018.