We are live on ! Find out more
AGZ icon

iShares Agency Bond ETF
AGZ

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 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

5.14% more ownership

Funds ownership: 55.82% → 60.96% (+5.1%)

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

4% less capital invested

Capital invested by funds: $422M → $405M (-$17.4M)

3% less funds holding

Funds holding: 157 → 152 (-5)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
2.4%
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
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UIA
UBP Investment Advisors
Switzerland
+$27.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.83M
3
Ameriprise
Ameriprise
Minnesota
+$5.43M
4
CTFG
Capstone Triton Financial Group
Oklahoma
+$5.15M
5
NRI
NFP Retirement Inc
California
+$3.31M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.7M
2
EVM
Eaton Vance Management
Massachusetts
-$6.73M
3
Wells Fargo
Wells Fargo
California
-$5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRC
51
Bell Rock Capital
Delaware
$1.27M +$366K +3,184 +39%
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$1.26M +$422K +3,674 +49%
TWM
53
TriaGen Wealth Management
California
$1.24M +$373K +3,243 +42%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.19M -$224K -1,949 -15%
BAM
55
Belpointe Asset Management
Nevada
$1.19M -$2.68M -23,343 -69%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.16M -$428K -3,729 -26%
SPC
57
Sigma Planning Corp
Michigan
$1.11M +$11.7K +102 +1%
CCA
58
Checchi Capital Advisers
California
$993K +$141K +1,226 +16%
MIH
59
Meitav Investment House
Israel
$974K -$106K -919 -10%
GIM
60
Goelzer Investment Management
Indiana
$961K -$37.8K -329 -4%
JP Morgan Chase
61
JP Morgan Chase
New York
$959K +$24.1K +210 +3%
AWS
62
Atria Wealth Solutions
New York
$850K +$869K +7,566 New
ACP
63
Aveo Capital Partners
Colorado
$847K -$29.5K -257 -3%
AA
64
Advisory Alpha
Michigan
$799K -$95.5K -831 -10%
CM
65
Columbus Macro
Pennsylvania
$777K +$3.1K +27 +0.4%
SGCA
66
Steel Grove Capital Advisors
Tennessee
$704K – – –
NFP
67
Narus Financial Partners
Utah
$613K +$627K +5,456 New
HIF
68
Hill Island Financial
Michigan
$609K +$919 +8 +0.1%
JWCA
69
J.W. Cole Advisors
Florida
$603K -$6.32K -55 -1%
CL
70
CPWM LLC
Washington
$575K – – –
WP
71
WealthShield Partners
North Carolina
$569K -$20.8K -181 -3%
AFAS
72
Acorn Financial Advisory Services
Virginia
$568K -$5.74K -50 -1%
PFG
73
Pacific Financial Group
Washington
$557K +$8.73K +76 +2%
HWIS
74
Hancock Whitney Investment Services
Louisiana
$548K -$122K -1,062 -18%
HNB
75
Huntington National Bank
Ohio
$481K – – –
1 2
3
4 5

AGZ Hedge Fund Activity: Q1 2022 in Review

152 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2022, worth a combined $405M — down 4.1% from $422M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AGZ and 18 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 54 added.

The largest buyer was UBP Investment Advisors, adding an estimated $27.7M. The largest seller was Morgan Stanley, cutting an estimated $9.7M.

  • 152 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2022, down from 157 in Q4 2021.
  • Funds reported $405M of iShares Agency Bond ETF stock for Q1 2022, down 4.1% quarter-over-quarter.
  • 18 funds opened new iShares Agency Bond ETF positions in Q1 2022 and 20 closed out, a net change of -2 holders.
  • The largest iShares Agency Bond ETF buyer in Q1 2022 was UBP Investment Advisors, an estimated $27.7M added.
  • The largest iShares Agency Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $9.7M sold.

Based on aggregated 13F filings for Q1 2022.