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iShares Agency Bond ETF
AGZ

Overview Fund Activity

126 hedge funds and large institutions have $299M invested in iShares Agency Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
126
Holders Change
+14
Holders Change %
+12.5%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
42
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$17.3M
2
RJA
2
Raymond James & Associates
Florida
$14M
3
Jane Street
3
Jane Street
New York
$13.3M
4
US Bancorp
4
US Bancorp
Minnesota
$11.8M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$10.5M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$18K
2
Citadel Advisors
2
Citadel Advisors
Florida
$280K
3
MWPCG
3
Measured Wealth Private Client Group
New Hampshire
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
51
Checchi Capital Advisers
California
$583K 5,047 -699 -12%
ECM
52
ETrade Capital Management
Virginia
$583K 5,042 +1,024 +25%
FWP
53
FAS Wealth Partners
Kansas
$565K 4,886 +212 +5%
MIM
54
Moseley Investment Management
Florida
$557K 4,823 -5,147 -52%
AF
55
Advisornet Financial
Minnesota
$535K 4,633 +1,297 +39%
RA
56
RFG Advisory
Alabama
$488K 4,225 -294 -7%
EA
57
Efficient Advisors
Ohio
$474K 4,098 -70 -2%
BRC
58
Bell Rock Capital
Delaware
$449K 3,920 -1,103 -22%
CA
59
Capital Advantage
California
$420K 3,595 – –
MA
60
Mutual Advisors
Nebraska
$412K 3,568 +171 +5%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$355K 3,074 +27 +0.9%
BRWA
62
B. Riley Wealth Advisors
Florida
$351K 3,037 +377 +14%
AI
63
Atria Investments
North Carolina
$350K 3,028 -2,479 -45%
SS
64
Simplicity Solutions
Minnesota
$349K 3,020 +3,020 New
FSC
65
Full Sail Capital
Oklahoma
$335K 2,870 – –
PCG
66
Private Capital Group
Connecticut
$331K 2,870 – –
MFG
67
Menard Financial Group
Texas
$330K 2,854 +2,854 New
EWM
68
Evercore Wealth Management
New York
$327K 2,825 -425 -13%
PFG
69
Pacific Financial Group
Washington
$315K 2,722 +503 +23%
DCM
70
Donaldson Capital Management
Indiana
$290K 2,505 +2,505 New
Citadel Advisors
71
Citadel Advisors
Florida
$280K 2,426 -73,559 -97%
Renaissance Technologies
72
Renaissance Technologies
New York
$277K 2,396 +196 +9%
TNB
73
TCF National Bank
South Dakota
$264K 2,280 +2,280 New
CYG
74
Clean Yield Group
Vermont
$251K 2,168 +1,183 +120%
WTC
75
WhitTier Trust Company
Nevada
$245K 2,117 – –
1 2
3
4 5