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iShares Agency Bond ETF
AGZ

Overview Fund Activity

135 hedge funds and large institutions have $449M invested in iShares Agency Bond ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 24 closing their positions.

Holders
135
Holders Change
-8
Holders Change %
-5.59%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
17
Increased
54
Reduced
41
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$28.5M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$17.3M
3
GT
3
Greenleaf Trust
Michigan
$13.2M
4
BlackRock
4
BlackRock
New York
$9.23M
5
CFG
5
Capstone Financial Group
Oklahoma
$13.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$47.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.17M
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$4.24M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$0
5
CAN
5
Claraphi Advisory Network
United States
$712K
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$960K 7,931 +3,334 +73%
SPC
52
Sigma Planning Corp
Michigan
$917K 7,576 +1,463 +24%
MFG
53
MidWestOne Financial Group
Iowa
$858K 7,085 -1,168 -14%
IWM
54
IHT Wealth Management
Illinois
$823K 6,798 +2,481 +57%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$766K 6,332 +928 +17%
ECM
56
ETrade Capital Management
Virginia
$739K 6,106 -997 -14%
MCIA
57
Mountain Capital Investment Advisors
Colorado
$723K 5,991 -1,324 -18%
FTUS
58
Flow Traders U.S.
New York
$720K 5,945 +565 +11%
CAN
59
Claraphi Advisory Network
United States
$712K 5,880 -36,061 -86%
CCA
60
Checchi Capital Advisers
California
$706K 5,826 -759 -12%
WP
61
WealthShield Partners
North Carolina
$703K 5,804 -20 -0.3%
EAM
62
Eagle Asset Management
Florida
$676K 5,594 -325 -5%
GIM
63
Goelzer Investment Management
Indiana
$675K 5,575 -762 -12%
AWM
64
AE Wealth Management
Kansas
$672K 5,547 +1,325 +31%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$622K 5,137 +2,949 +135%
CL
66
CPWM LLC
Washington
$621K 5,124 – –
EA
67
Efficient Advisors
Ohio
$621K 5,128 +533 +12%
VWA
68
Visionary Wealth Advisors
Illinois
$601K 4,961 +1,456 +42%
CFG
69
Citizens Financial Group
Rhode Island
$574K 4,739 -556 -11%
C1AG
70
Client 1st Advisory Group
Florida
$560K 4,605 -12,821 -74%
Janus Henderson Group
71
Janus Henderson Group
United Kingdom
$540K 4,459 +384 +9%
MIM
72
Moseley Investment Management
Florida
$489K 4,039 -519 -11%
FWP
73
FAS Wealth Partners
Kansas
$482K 3,982 -215 -5%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$481K 3,972 +113 +3%
PI
75
PFS Investments
Georgia
$445K 3,673 +1,405 +62%
1 2
3
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