We are live on ! Find out more
AGZ icon

iShares Agency Bond ETF

147 hedge funds and large institutions have $374M invested in iShares Agency Bond ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 157147 (-10)

16.37% less ownership

Funds ownership: 68.17%51.8% (-16%)

27% less capital invested

Capital invested by funds: $512M → $374M (-$138M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
57
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
51
Ashfield Capital Partners
California
$1.41M -$90.4K -765 -6%
GT
52
Greenleaf Trust
Michigan
$1.24M -$12.4M -105,155 -91%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$1.03M +$1.03M +8,703 New
GIM
54
Goelzer Investment Management
Indiana
$1.02M +$136K +1,149 +15%
SGCA
55
Steel Grove Capital Advisors
Tennessee
$990K
SPC
56
Sigma Planning Corp
Michigan
$989K +$33.2K +281 +3%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$959K +$634K +5,366 +196%
HWAM
58
Hennion & Walsh Asset Management
New Jersey
$955K +$125K +1,058 +15%
Janus Henderson Group
59
Janus Henderson Group
United Kingdom
$944K +$943K +7,975 New
TWM
60
TriaGen Wealth Management
California
$877K +$489K +4,138 +129%
CCA
61
Checchi Capital Advisers
California
$863K +$97.7K +827 +13%
AA
62
Advisory Alpha
Michigan
$842K
HH
63
Hilltop Holdings
Texas
$768K -$1.06K -9 -0.1%
BFA
64
Beaumont Financial Advisors
Massachusetts
$720K -$921K -7,791 -56%
JWCA
65
J.W. Cole Advisors
Florida
$700K -$14.7K -124 -2%
SWM
66
Strategic Wealth Management
Washington
$681K -$142K -1,200 -17%
HNB
67
Huntington National Bank
Ohio
$654K +$638K +5,396 New
BCM
68
Beaumont Capital Management
Massachusetts
$612K -$176K -1,489 -22%
CL
69
CPWM LLC
Washington
$607K
WP
70
WealthShield Partners
North Carolina
$601K +$594K +5,027 +10,054%
FWP
71
FAS Wealth Partners
Kansas
$588K +$1.06K +9 +0.2%
AFAS
72
Acorn Financial Advisory Services
Virginia
$557K +$191K +1,613 +52%
IWM
73
IHT Wealth Management
Illinois
$528K -$35.8K -303 -6%
Barclays
74
Barclays
United Kingdom
$521K +$520K +4,404 New
PWM
75
Perigon Wealth Management
California
$520K -$75.9K -642 -13%