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iShares Agency Bond ETF
AGZ

Overview Fund Activity

103 hedge funds and large institutions have $269M invested in iShares Agency Bond ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
34
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$12.7M
2
KCM
2
Karp Capital Management
California
$5.16M
3
BlackRock
3
BlackRock
New York
$3.31M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$5.9M
5
HPC
5
HM Payson & Co
Maine
$2.62M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$0
2
WI
2
WBI Investments
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.2M
4
RJA
4
Raymond James & Associates
Florida
$12.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$368K
Name Market Value Shares Shares
Change 		Shares
Change %
BHB
51
Bank Hapoalim BM
Israel
– – – –
W
52
WealthOne
New York
$509K 4,485 -75 -2%
EA
53
Efficient Advisors
Ohio
$506K 4,456 +250 +6%
ECM
54
ETrade Capital Management
Virginia
$485K 4,267 +4 +0.1%
BRC
55
Bell Rock Capital
Delaware
$438K 3,872 +467 +14%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$368K 3,243 -48,424 -94%
PCG
57
Private Capital Group
Connecticut
$326K 2,870 – –
FSC
58
Full Sail Capital
Oklahoma
$326K 2,870 +2,870 New
RA
59
RFG Advisory
Alabama
$325K 2,870 -1,183 -29%
BRWA
60
B. Riley Wealth Advisors
Florida
$309K 2,720 +122 +5%
IC
61
Innealta Capital
Texas
$269K 2,373 -8 -0.3%
WT
62
Whittier Trust
California
$261K 2,298 -331 -13%
WTC
63
WhitTier Trust Company
Nevada
$241K 2,117 – –
PFG
64
Pacific Financial Group
Washington
$236K 2,078 +114 +6%
MWPCG
65
Measured Wealth Private Client Group
New Hampshire
$232K 2,041 +2,041 New
WCM
66
Weatherstone Capital Management
Colorado
$227K 1,997 -136 -6%
PFT
67
Providence First Trust
Arizona
$226K 1,986 – –
GRP
68
Global Retirement Partners
California
$197K 1,733 -109 -6%
MA
69
MUFG Americas
New York
$167K 1,469 -1,167 -44%
LWS
70
Lucia Wealth Services
California
$123K 1,087 -16 -1%
CYG
71
Clean Yield Group
Vermont
$114K 1,001 +30 +3%
GTAM
72
Global Trust Asset Management
Florida
$113K 999 +999 New
AIP
73
Ameritas Investment Partners
Nebraska
$79K 700 +80 +13%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$77K 679 +679 New
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.7K 640 +195 +44%
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