AGZ icon

iShares Agency Bond ETF
AGZ

Overview Fund Activity

143 hedge funds and large institutions have $453M invested in iShares Agency Bond ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 17 closing their positions.

Holders
143
Holders Change
+17
Holders Change %
+13.49%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.15%
New
36
Increased
47
Reduced
39
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$97.8M
2
Charles Schwab
2
Charles Schwab
California
$55.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$11.2M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$9.19M
5
Bank of America
5
Bank of America
North Carolina
$21.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
BlackRock
2
BlackRock
New York
$0
3
KCM
3
Karp Capital Management
California
$238K
4
Jane Street
4
Jane Street
New York
$5.64M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MCIA
51
Mountain Capital Investment Advisors
Colorado
$878K 7,315 +7,315 New
VFM
52
Vivid Financial Management
California
$857K 7,111 +599 +9%
ECM
53
ETrade Capital Management
Virginia
$856K 7,103 +2,061 +41%
CAG
54
Csenge Advisory Group
Florida
$816K 6,770 +6,770 New
CCA
55
Checchi Capital Advisers
California
$794K 6,585 +1,538 +30%
GIM
56
Goelzer Investment Management
Indiana
$764K 6,337 +266 +4%
HGWM
57
Horst & Graben Wealth Management
Oregon
$758K 6,285 +6,285 New
SPC
58
Sigma Planning Corp
Michigan
$737K 6,113 +6,113 New
EAM
59
Eagle Asset Management
Florida
$713K 5,919 -409 -6%
WP
60
WealthShield Partners
North Carolina
$702K 5,824 -126 -2%
RCA
61
Rowland Carmichael Advisors
Arizona
$680K 5,642 -3,195 -36%
AF
62
Advisornet Financial
Minnesota
$673K 5,579 +946 +20%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$651K 5,404 -376 -7%
FTUS
64
Flow Traders U.S.
New York
$649K 5,380 +5,380 New
CFG
65
Citizens Financial Group
Rhode Island
$638K 5,295 -285 -5%
CL
66
CPWM LLC
Washington
$618K 5,124 +5,124 New
AA
67
Alesco Advisors
New York
$603K 5,000 -7,400 -60%
MML Investors Services
68
MML Investors Services
Massachusetts
$554K 4,597 -1,299 -22%
EA
69
Efficient Advisors
Ohio
$554K 4,595 +497 +12%
MIM
70
Moseley Investment Management
Florida
$550K 4,558 -265 -5%
IWM
71
IHT Wealth Management
Illinois
$520K 4,317 +4,317 New
AWM
72
AE Wealth Management
Kansas
$509K 4,222 -2,388 -36%
FWP
73
FAS Wealth Partners
Kansas
$506K 4,197 -689 -14%
Janus Henderson Group
74
Janus Henderson Group
United Kingdom
$491K 4,075 +4,075 New
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$465K 3,859 +3,859 New
1 2
3
4 5