iShares Agency Bond ETF
AGZ
147 hedge funds and large institutions have $410M invested in iShares Agency Bond ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 18 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
6.78% more ownership
Funds ownership: 61.08% → 67.86% (+6.8%)
2% more funds holding
Funds holding: 144 → 147 (+3)
3% less capital invested
Capital invested by funds: $425M → $410M (-$14.3M)
26% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 54
Top Buyers
| 1 |
MCCA
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
+$18.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.9M |
| 3 |
GDP
Great Diamond Partners
Portland,
Maine
|
+$8.11M |
| 4 |
BlackRock
New York
|
+$7.85M |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$3.64M |
Top Sellers
| 1 |
AssetMark Inc
Concord,
California
|
-$62M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.61M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$3.32M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.93M |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$1.07M |
AGZ Hedge Fund Activity: Q2 2023 in Review
147 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q2 2023, worth a combined $410M — down 3.4% from $425M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new AGZ positions and 18 closed out — a net gain of 3 holders — while 40 added to existing stakes and 54 trimmed.
The largest buyer was Mill Creek Capital Advisors, opening a new position worth an estimated $18.2M. The largest seller was AssetMark Inc, cutting an estimated $62M.
- 147 institutional investors held iShares Agency Bond ETF (AGZ) as of Q2 2023, up from 144 in Q1 2023.
- Funds reported $410M of iShares Agency Bond ETF stock for Q2 2023, down 3.4% quarter-over-quarter.
- 21 funds opened new iShares Agency Bond ETF positions in Q2 2023 and 18 closed out, a net change of +3 holders.
- The largest iShares Agency Bond ETF buyer in Q2 2023 was Mill Creek Capital Advisors, an estimated $18.2M added.
- The largest iShares Agency Bond ETF seller in Q2 2023 was AssetMark Inc, an estimated $62M sold.
Based on aggregated 13F filings for Q2 2023.