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iShares Agency Bond ETF
AGZ

110 hedge funds and large institutions have $284M invested in iShares Agency Bond ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

7% more funds holding

Funds holding: 103 → 110 (+7)

6% more capital invested

Capital invested by funds: $269M → $284M (+$15.1M)

1.54% less ownership

Funds ownership: 53.2% → 51.66% (-1.5%)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
37
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.2M
2
JIR
James Investment Research
Ohio
+$5.08M
3
Bank of America
Bank of America
North Carolina
+$3.38M
4
BlackRock
BlackRock
New York
+$2.84M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.28M

Top Sellers

1
Jane Street
Jane Street
New York
-$12.4M
2
AssetMark Inc
AssetMark Inc
California
-$2.45M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.06M
4
CSIA
Charles Schwab Investment Advisory
California
-$1.23M
5
ACP
Ashfield Capital Partners
California
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
51
Citizens Financial Group
Rhode Island
$575K +$45.9K +403 +9%
MML Investors Services
52
MML Investors Services
Massachusetts
$564K -$30.4K -267 -5%
FWP
53
FAS Wealth Partners
Kansas
$538K +$6.15K +54 +1%
W
54
WealthOne
New York
$526K +$8.99K +79 +2%
BHB
55
Bank Hapoalim BM
Israel
$523K – – –
EA
56
Efficient Advisors
Ohio
$503K -$10.6K -93 -2%
WP
57
WealthSource Partners
California
$485K +$479K +4,205 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$467K -$2.06M -18,063 -82%
ECM
59
ETrade Capital Management
Virginia
$460K -$31.2K -274 -6%
TW
60
Transform Wealth
Colorado
$424K +$419K +3,677 New
RA
61
RFG Advisory
Alabama
$422K +$99.4K +873 +30%
AWM
62
AE Wealth Management
Kansas
$406K +$401K +3,521 New
EWM
63
Evercore Wealth Management
New York
$392K -$293K -2,570 -43%
Jane Street
64
Jane Street
New York
$380K -$12.4M -108,592 -97%
BRWA
65
B. Riley Wealth Advisors
Florida
$340K +$25.4K +223 +8%
FSC
66
Full Sail Capital
Oklahoma
$333K – – –
PCG
67
Private Capital Group
Connecticut
$320K – – –
GIM
68
Goelzer Investment Management
Indiana
$292K -$776K -6,814 -73%
LNC
69
Lincoln National Corp
Pennsylvania
$286K +$283K +2,485 New
MA
70
Mutual Advisors
Nebraska
$281K +$277K +2,437 New
WT
71
Whittier Trust
California
$265K – – –
IWS
72
Insight Wealth Strategies
California
$253K +$250K +2,194 New
WTC
73
WhitTier Trust Company
Nevada
$244K – – –
PFG
74
Pacific Financial Group
Washington
$236K – – –
Baird Financial Group
75
Baird Financial Group
Wisconsin
$230K +$227K +1,997 New
1 2
3
4 5

AGZ Hedge Fund Activity: Q2 2019 in Review

110 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q2 2019, worth a combined $284M — up 5.6% from $269M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AGZ positions and 10 closed out — a net gain of 11 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.2M. The largest seller was Jane Street, cutting an estimated $12.4M.

  • 110 institutional investors held iShares Agency Bond ETF (AGZ) as of Q2 2019, up from 103 in Q1 2019.
  • Funds reported $284M of iShares Agency Bond ETF stock for Q2 2019, up 5.6% quarter-over-quarter.
  • 21 funds opened new iShares Agency Bond ETF positions in Q2 2019 and 10 closed out, a net change of +11 holders.
  • The largest iShares Agency Bond ETF buyer in Q2 2019 was Cambridge Investment Research Advisors, an estimated $6.2M added.
  • The largest iShares Agency Bond ETF seller in Q2 2019 was Jane Street, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2019.