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iShares Agency Bond ETF
AGZ

Overview Fund Activity

144 hedge funds and large institutions have $456M invested in iShares Agency Bond ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
144
Holders Change
-10
Holders Change %
-6.49%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
50
Reduced
49
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13M
2
MAC
2
Mason & Associates (California)
California
$8.48M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$29.3M
4
WI
4
WBI Investments
New Jersey
$4.79M
5
BlackRock
5
BlackRock
New York
$16.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.03M
3
AssetMark Inc
3
AssetMark Inc
California
$41.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.52M
5
ACP
5
Aveo Capital Partners
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$1.12M 10,339 +7,177 +227%
CAG
52
Csenge Advisory Group
Florida
$1.08M 10,026 +284 +3%
PPC
53
Park Place Capital
Alabama
$1.01M 9,347 +87 +0.9%
GIM
54
Goelzer Investment Management
Indiana
$946K 8,756 +31 +0.4%
RB
55
Renasant Bank
Mississippi
$933K 8,639 +87 +1%
GJIA
56
Glass Jacobson Investment Advisors
Maryland
$908K 8,405 +833 +11%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$822K 7,606 -46 -0.6%
IP
58
Ignite Planners
California
$733K 6,841 +1,693 +33%
AWM
59
Avior Wealth Management
Nebraska
$722K 6,681 -2,286 -25%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$689K 6,375 -40 -0.6%
CAN
61
Cetera Advisor Networks
California
$622K 5,758 -4,070 -41%
EGA
62
Eagle Global Advisors
Texas
$618K 5,715 – –
NRI
63
NFP Retirement Inc
California
$588K 5,440 +2,920 +116%
SAM
64
Smartleaf Asset Management
Massachusetts
$568K 5,252 -93 -2%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$550K 5,096 -175 -3%
Financial Engines Advisors
66
Financial Engines Advisors
California
$550K 5,086 -1,135 -18%
CFD
67
Creative Financial Designs
Indiana
$545K 5,043 +2,253 +81%
CM
68
Columbus Macro
Pennsylvania
$522K 4,828 +90 +2%
RCAG
69
Rehmann Capital Advisory Group
Michigan
$499K 4,620 +24 +0.5%
AWS
70
Atria Wealth Solutions
New York
$498K 4,610 +40 +0.9%
JWCA
71
J.W. Cole Advisors
Florida
$484K 4,475 -367 -8%
BCM
72
Beaumont Capital Management
Massachusetts
$476K 4,405 -34,960 -89%
NFP
73
Narus Financial Partners
Utah
$472K 4,365 -566 -11%
MC
74
Moors & Cabot
Massachusetts
$453K 4,195 -632 -13%
AG
75
Ascent Group
Virginia
$446K 4,126 -674 -14%
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