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iShares Agency Bond ETF
AGZ

Overview Fund Activity

152 hedge funds and large institutions have $405M invested in iShares Agency Bond ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 19 closing their positions.

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
54
Reduced
50
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UIA
1
UBP Investment Advisors
Switzerland
$9.84M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$8.64M
3
LI
3
LMCG Investments
Massachusetts
$6.51M
4
Ameriprise
4
Ameriprise
Minnesota
$8.62M
5
CTFG
5
Capstone Triton Financial Group
Oklahoma
$4.96M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.01M
2
EVM
2
Eaton Vance Management
Massachusetts
$0
3
Wells Fargo
3
Wells Fargo
California
$15.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.47M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.24M
Name Market Value Shares Shares
Change 		Shares
Change %
BRC
51
Bell Rock Capital
Delaware
$1.27M 11,437 +3,184 +39%
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$1.26M 11,196 +3,674 +49%
TWM
53
TriaGen Wealth Management
California
$1.24M 11,050 +3,243 +42%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.19M 10,630 -1,949 -15%
BAM
55
Belpointe Asset Management
Nevada
$1.19M 10,598 -23,343 -69%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.16M 10,344 -3,729 -26%
SPC
57
Sigma Planning Corp
Michigan
$1.11M 9,889 +102 +1%
CCA
58
Checchi Capital Advisers
California
$993K 8,840 +1,226 +16%
MIH
59
Meitav Investment House
Israel
$974K 8,691 -919 -10%
GIM
60
Goelzer Investment Management
Indiana
$961K 8,561 -329 -4%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$959K 8,543 +210 +3%
AWS
62
Atria Wealth Solutions
New York
$850K 7,566 +7,566 New
ACP
63
Aveo Capital Partners
Colorado
$847K 7,546 -257 -3%
AA
64
Advisory Alpha
Michigan
$799K 7,115 -831 -10%
CM
65
Columbus Macro
Pennsylvania
$777K 6,918 +27 +0.4%
SGCA
66
Steel Grove Capital Advisors
Tennessee
$704K 6,267 – –
NFP
67
Narus Financial Partners
Utah
$613K 5,456 +5,456 New
HIF
68
Hill Island Financial
Michigan
$609K 5,424 +8 +0.1%
JWCA
69
J.W. Cole Advisors
Florida
$603K 5,369 -55 -1%
CL
70
CPWM LLC
Washington
$575K 5,124 – –
WP
71
WealthShield Partners
North Carolina
$569K 5,068 -181 -3%
AFAS
72
Acorn Financial Advisory Services
Virginia
$568K 5,056 -50 -1%
PFG
73
Pacific Financial Group
Washington
$557K 4,958 +76 +2%
HWIS
74
Hancock Whitney Investment Services
Louisiana
$548K 4,880 -1,062 -18%
HNB
75
Huntington National Bank
Ohio
– – – –
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3
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