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iShares Agency Bond ETF
AGZ

Overview Fund Activity

79 hedge funds and large institutions have $482M invested in iShares Agency Bond ETF in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
23
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
1
WBI Investments
New Jersey
$28.5M
2
AssetMark Inc
2
AssetMark Inc
California
$17.1M
3
MIS
3
Morningstar Investment Services
Illinois
$10.6M
4
BlackRock
4
BlackRock
New York
$5.11M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.4M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$7.75M
2
State Street
2
State Street
Massachusetts
$146M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.6M
4
Bank of America
4
Bank of America
North Carolina
$12.2M
5
ACP
5
Ashfield Capital Partners
California
$1.86M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
76
Transamerica Financial Advisors
Florida
$1K 1 – –
SEI Investments
77
SEI Investments
Pennsylvania
$1K 8 +8 New
AF
78
Allworth Financial
California
$1K 9 +9 New
BRWA
79
B. Riley Wealth Advisors
Florida
– – -25,180 Closed
AC
80
AFAM Capital
Texas
– – -9,589 Closed
FAAS
81
First Allied Advisory Services
California
– – -7,216 Closed
BCM
82
Bluefin Capital Management
New York
– – -7,081 Closed
CIM
83
Cetera Investment Management
California
– – -5,769 Closed
VKH
84
Virtu KCG Holdings
New York
– – -3,142 Closed
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
– – -3,091 Closed
SAM
86
Shamrock Asset Management
Texas
– – -578 Closed
YWP
87
YorkBridge Wealth Partners
New York
– – -40 Closed
WAM
88
Wealthspire Advisors (Maryland)
Maryland
– – -11 Closed
IWM
89
IHT Wealth Management
Illinois
$0 3 – –
Lazard Asset Management
90
Lazard Asset Management
New York
– – – –
HNB
91
Huntington National Bank
Ohio
– – – –
Parallax Volatility Advisers
92
Parallax Volatility Advisers
California
$0 1 – –
RFM
93
Royal Fund Management
Florida
$0 6 +6 New
1 2 3
4