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iShares Agency Bond ETF
AGZ

Overview Fund Activity

99 hedge funds and large institutions have $297M invested in iShares Agency Bond ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
99
Holders Change
–
Holders Change %
0%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.57M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$3.72M
3
LWS
3
Lucia Wealth Services
California
$3.74M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.03M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.13M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$63.9M
2
Jane Street
2
Jane Street
New York
$0
3
BlackRock
3
BlackRock
New York
$5.32M
4
MIS
4
Morningstar Investment Services
Illinois
$13M
5
WI
5
WBI Investments
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$21K 188 -229 -55%
LYV
77
Live Your Vision
Pennsylvania
$15K 138 – –
AWA
78
Acorn Wealth Advisors
Michigan
$9K 77 – –
SEI Investments
79
SEI Investments
Pennsylvania
$9K 83 +5 +6%
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$9K 77 +57 +285%
ECM
81
Exchange Capital Management
Michigan
$6K 56 -24 -30%
EWM
82
Endurance Wealth Management
Rhode Island
$6K 50 – –
BC
83
Bartlett & Co
Ohio
$6K 50 – –
BCWM
84
Bartlett & Co Wealth Management
Ohio
$5.6K 50 +50 New
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$5K 42 – –
APA
86
American Portfolios Advisors
New York
$4.48K 40 – –
ASN
87
Advisory Services Network
Georgia
$4K 35 -25 -42%
NC
88
NewSquare Capital
Pennsylvania
$4K 35 – –
SFG
89
SevenBridge Financial Group
Pennsylvania
$4K 40 – –
CFA
90
Carroll Financial Associates
North Carolina
$3K 30 – –
AF
91
Advisornet Financial
Minnesota
$3K 23 +23 New
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K 30 +30 New
WAM
93
Wealthspire Advisors (Maryland)
Maryland
$2K 18 – –
BFC
94
Bedel Financial Consulting
Indiana
$2K 15 +15 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$1K 7 -15 -68%
TFA
96
Transamerica Financial Advisors
Florida
$1K 1 – –
DWM
97
Destination Wealth Management
California
$1K 5 +5 New
William Blair & Company
98
William Blair & Company
Illinois
$1K 11 +11 New
Jane Street
99
Jane Street
New York
– – -53,895 Closed
WI
100
WBI Investments
New Jersey
– – -8,537 Closed
1 2 3
4
5