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iShares Agency Bond ETF
AGZ

Overview Fund Activity

149 hedge funds and large institutions have $423M invested in iShares Agency Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 16 closing their positions.

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
44
Reduced
55
Closed
16
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$51.9M
2
PFO
2
Pathstone Family Office
New Jersey
$9.25M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.62M
4
ACP
4
Aveo Capital Partners
Colorado
$4.15M
5
AAS
5
Avantax Advisory Services
Texas
$11.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.73M
2
RJA
2
Raymond James & Associates
Florida
$15.9M
3
B
3
Bailard
California
$0
4
Ameriprise
4
Ameriprise
Minnesota
$12.2M
5
CFGS
5
Concourse Financial Group Securities
Alabama
$51.5K
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$1.13M 10,669 -268 -2%
SPC
52
Sigma Planning Corp
Michigan
$1.06M 10,050 +359 +4%
CAG
53
Csenge Advisory Group
Florida
$1.04M 9,821 +9,821 New
MML Investors Services
54
MML Investors Services
Massachusetts
$955K 9,024 -1,442 -14%
KAS
55
Kestra Advisory Services
Texas
$953K 9,005 -1,816 -17%
GIM
56
Goelzer Investment Management
Indiana
$925K 8,739 -760 -8%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$894K 8,449 -12,794 -60%
SG
58
Sharper & Granite
California
$871K 8,235 +155 +2%
GJIA
59
Glass Jacobson Investment Advisors
Maryland
$847K 8,008 +606 +8%
OC
60
Oppenheimer & Co
New York
$800K 7,559 +723 +11%
GC
61
Guggenheim Capital
Illinois
$791K 7,478 +2,358 +46%
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$716K 6,764 +595 +10%
UAS
63
United Asset Strategies
New York
$638K 6,032 -109 -2%
EGA
64
Eagle Global Advisors
Texas
$617K 5,830 – –
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$573K 5,422 +195 +4%
IAIM
66
International Assets Investment Management
Florida
$570K 5,392 -21 -0.4%
NFP
67
Narus Financial Partners
Utah
$558K 5,273 +10 +0.2%
NRI
68
NFP Retirement Inc
California
$549K 5,190 -1,340 -21%
AWS
69
Atria Wealth Solutions
New York
$549K 5,188 +2,714 +110%
HH
70
Hilltop Holdings
Texas
$548K 5,184 -209 -4%
JWCA
71
J.W. Cole Advisors
Florida
$533K 5,038 +157 +3%
AG
72
Ascent Group
Virginia
$516K 4,878 +4,878 New
CM
73
Columbus Macro
Pennsylvania
$504K 4,762 -5,349 -53%
RCAG
74
Rehmann Capital Advisory Group
Michigan
$492K 4,654 -594 -11%
MC
75
Moors & Cabot
Massachusetts
$473K 4,473 +307 +7%
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3
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