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iShares Agency Bond ETF
AGZ

Overview Fund Activity

112 hedge funds and large institutions have $321M invested in iShares Agency Bond ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
51
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.2M
2
Jane Street
2
Jane Street
New York
$7.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.86M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$9M
5
US Bancorp
5
US Bancorp
Minnesota
$6.93M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$8.05M
3
Bank of America
3
Bank of America
North Carolina
$12.8M
4
ACP
4
Aveo Capital Partners
Colorado
$326K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.16M
Name Market Value Shares Shares
Change 		Shares
Change %
BRC
51
Bell Rock Capital
Delaware
$580K 5,023 -182 -3%
FWP
52
FAS Wealth Partners
Kansas
$545K 4,674 +9 +0.2%
BHB
53
Bank Hapoalim BM
Israel
– – – –
RA
54
RFG Advisory
Alabama
$527K 4,519 +776 +21%
GIM
55
Goelzer Investment Management
Indiana
$509K 4,365 +1,829 +72%
EA
56
Efficient Advisors
Ohio
$486K 4,168 -195 -4%
ECM
57
ETrade Capital Management
Virginia
$468K 4,018 +25 +0.6%
CA
58
Capital Advantage
California
$419K 3,595 +3,595 New
MA
59
Mutual Advisors
Nebraska
$396K 3,397 +960 +39%
AF
60
Advisornet Financial
Minnesota
$389K 3,336 +1,453 +77%
EWM
61
Evercore Wealth Management
New York
$379K 3,250 -150 -4%
GC
62
Guggenheim Capital
Illinois
$376K 3,226 +3,226 New
EAM
63
Eagle Asset Management
Florida
$373K 3,203 -3,983 -55%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$355K 3,047 +1,050 +53%
PCG
65
Private Capital Group
Connecticut
$335K 2,870 – –
FSC
66
Full Sail Capital
Oklahoma
$332K 2,870 – –
ACP
67
Aveo Capital Partners
Colorado
$326K 2,814 -22,930 -89%
BRWA
68
B. Riley Wealth Advisors
Florida
$310K 2,660 -283 -10%
LNC
69
Lincoln National Corp
Pennsylvania
$285K 2,443 -42 -2%
Renaissance Technologies
70
Renaissance Technologies
New York
$256K 2,200 -3,100 -58%
PFG
71
Pacific Financial Group
Washington
$256K 2,219 +141 +7%
W
72
WealthOne
New York
$248K 2,128 -2,436 -53%
WTC
73
WhitTier Trust Company
Nevada
$246K 2,117 – –
WAS
74
Winch Advisory Services
Wisconsin
$234K 2,011 +11 +0.6%
PFT
75
Providence First Trust
Arizona
$231K 1,986 – –
1 2
3
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