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iShares Agency Bond ETF
AGZ

152 hedge funds and large institutions have $423M invested in iShares Agency Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

13% more capital invested

Capital invested by funds: $374M → $423M (+$49.2M)

3% more funds holding

Funds holding: 147 → 152 (+5)

2.68% more ownership

Funds ownership: 51.8% → 54.48% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
56
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$38.3M
2
AssetMark Inc
AssetMark Inc
California
+$26.7M
3
Jane Street
Jane Street
New York
+$23.6M
4
MWPCG
Measured Wealth Private Client Group
New Hampshire
+$4.07M
5
PCP
Proficio Capital Partners
Massachusetts
+$3.44M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$27.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.68M
3
Ameriprise
Ameriprise
Minnesota
-$9.66M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.41M
5
KFS
Kelly Financial Services
Massachusetts
-$4.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
51
Ashfield Capital Partners
California
$1.55M +$133K +1,116 +9%
HWAM
52
Hennion & Walsh Asset Management
New Jersey
$1.44M +$489K +4,114 +51%
HHRDM
53
H&H Retirement Design & Management
Nevada
$1.43M -$22.5K -189 -2%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.42M -$30.1K -253 -2%
GC
55
Guggenheim Capital
Illinois
$1.38M -$1.33M -11,153 -49%
MIH
56
Meitav Investment House
Israel
$1.36M -$86.4K -726 -6%
Barclays
57
Barclays
United Kingdom
$1.31M +$792K +6,655 +151%
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$1.29M +$350K +2,938 +37%
GIM
59
Goelzer Investment Management
Indiana
$1.01M -$15.5K -130 -2%
SPC
60
Sigma Planning Corp
Michigan
$1M +$10.5K +88 +1%
B
61
Bailard
California
$971K +$975K +8,197 New
ACP
62
Aveo Capital Partners
Colorado
$940K +$432K +3,628 +84%
TWM
63
TriaGen Wealth Management
California
$921K +$50.2K +422 +6%
CCA
64
Checchi Capital Advisers
California
$847K -$16.1K -135 -2%
CM
65
Columbus Macro
Pennsylvania
$847K +$851K +7,152 New
GT
66
Greenleaf Trust
Michigan
$845K -$398K -3,347 -32%
AA
67
Advisory Alpha
Michigan
$843K – – –
HH
68
Hilltop Holdings
Texas
$794K +$26.4K +222 +3%
SGCA
69
Steel Grove Capital Advisors
Tennessee
$743K -$250K -2,098 -25%
SWM
70
Strategic Wealth Management
Washington
$681K – – –
ACM
71
AlphaStar Capital Management
North Carolina
$661K +$668K +5,618 New
HNB
72
Huntington National Bank
Ohio
$623K -$31.1K -261 -5%
CL
73
CPWM LLC
Washington
$607K – – –
WP
74
WealthShield Partners
North Carolina
$605K +$2.97K +25 +0.5%
AFAS
75
Acorn Financial Advisory Services
Virginia
$556K -$2.26K -19 -0.4%
1 2
3
4 5

AGZ Hedge Fund Activity: Q3 2021 in Review

152 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q3 2021, worth a combined $423M — up 13% from $374M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AGZ positions and 16 closed out — a net gain of 6 holders — while 56 added to existing stakes and 41 trimmed.

The largest buyer was Stifel Financial, adding an estimated $38.3M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $27.2M sold.

  • 152 institutional investors held iShares Agency Bond ETF (AGZ) as of Q3 2021, up from 147 in Q2 2021.
  • Funds reported $423M of iShares Agency Bond ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 22 funds opened new iShares Agency Bond ETF positions in Q3 2021 and 16 closed out, a net change of +6 holders.
  • The largest iShares Agency Bond ETF buyer in Q3 2021 was Stifel Financial, an estimated $38.3M added.
  • The largest iShares Agency Bond ETF seller in Q3 2021 was Wealth Enhancement Advisory Services, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2021.