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iShares Agency Bond ETF
AGZ
AGZ
81 hedge funds and large institutions have $485M invested in iShares Agency Bond ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
7% more funds holding
Funds holding: 76 → 81 (+5)
0.16% more ownership
Funds ownership: 77.03% → 77.19% (+0.16%)
2% less capital invested
Capital invested by funds: $493M → $485M (-$8.81M)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
27
Reduced
31
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.08M |
| 2 |
AssetMark Inc
Concord,
California
|
+$2.69M |
| 3 |
SG Americas Securities
New York
|
+$2.61M |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.39M |
| 5 |
CI
Cambiar Investors
Denver,
Colorado
|
+$2.28M |
Top Sellers
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$10.2M |
| 2 |
AB
AT Bancorp
Dubuque,
Iowa
|
-$3.59M |
| 3 |
Jane Street
New York
|
-$3.45M |
| 4 |
Morgan Stanley
New York
|
-$3.35M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
76
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $9K | – | – | – |
|
77
Creative Planning
Overland Park,
Kansas
| $7K | -$24.4K | -211 | -78% |
|
|
SFG
78
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $6K | – | – | – |
|
79
Mariner
Overland Park,
Kansas
| $5K | +$5.43K | +47 | New |
|
|
TFA
80
Transamerica Financial Advisors
St. Petersburg,
Florida
| $4K | – | – | – |
|
|
ASN
81
Advisory Services Network
Atlanta,
Georgia
| $3K | -$809 | -7 | -19% |
|
|
WAM
82
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $1K | – | – | – |
|
|
SIC
83
Salem Investment Counselors
Winston Salem,
North Carolina
| $25 | +$2.54K | +22 | New |
|
84
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.36M | -11,771 | Closed |
|
85
Ameriprise
Minneapolis,
Minnesota
| – | -$229K | -1,973 | Closed |
|
|
FHA
86
First Horizon Advisors
Memphis,
Tennessee
| – | -$106K | -915 | Closed |
|