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iShares Agency Bond ETF

110 hedge funds and large institutions have $284M invested in iShares Agency Bond ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

7% more funds holding

Funds holding: 103110 (+7)

6% more capital invested

Capital invested by funds: $269M → $284M (+$15.1M)

1.54% less ownership

Funds ownership: 53.2%51.66% (-1.5%)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
37
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
76
Winch Advisory Services
Wisconsin
$230K +$228K +2,000 New
PFT
77
Providence First Trust
Arizona
$229K
AF
78
Advisornet Financial
Minnesota
$217K +$189K +1,660 +744%
IC
79
Innealta Capital
Texas
$211K -$61.9K -544 -23%
GRP
80
Global Retirement Partners
California
$205K +$5.58K +49 +3%
MA
81
MUFG Americas
New York
$146K -$23.5K -206 -14%
CYG
82
Clean Yield Group
Vermont
$115K
GTAM
83
Global Trust Asset Management
Florida
$115K
LFG
84
LifePlan Financial Group
Ohio
$98K +$37.1K +326 +62%
AIP
85
Ameritas Investment Partners
Nebraska
$80K
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.8K +$2.05K +18 +3%
SFG
87
SevenBridge Financial Group
Pennsylvania
$71K +$65.8K +578 +1,445%
FMII
88
Farmers & Merchants Investments Inc
Nebraska
$66K +$45K +395 +226%
NFG
89
Next Financial Group
Texas
$61K +$60.7K +533 New
SPIA
90
Steward Partners Investment Advisory
New York
$48K +$48.2K +423 New
CAC
91
Certified Advisory Corp
Florida
$47K +$46.3K +407 New
BAM
92
BTS Asset Management
Massachusetts
$46K +$45.7K +401 New
FCB
93
First Command Bank
Texas
$44K
FCFS
94
First Command Financial Services
Texas
$44K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$38K
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$26.5K +233 +530%
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$16K -$586K -5,145 -97%
ME
98
McIlrath & Eck
Washington
$15K
ASN
99
Advisory Services Network
Georgia
$9K -$455 -4 -5%
Kayne Anderson Rudnick Investment Management
100
Kayne Anderson Rudnick Investment Management
California
$9K +$8.88K +78 New

AGZ Hedge Fund Activity: Q2 2019 in Review

110 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q2 2019, worth a combined $284M — up 5.6% from $269M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AGZ positions and 10 closed out — a net gain of 11 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.2M. The largest seller was Jane Street, cutting an estimated $12.4M.

  • 110 institutional investors held iShares Agency Bond ETF (AGZ) as of Q2 2019, up from 103 in Q1 2019.
  • Funds reported $284M of iShares Agency Bond ETF stock for Q2 2019, up 5.6% quarter-over-quarter.
  • 21 funds opened new iShares Agency Bond ETF positions in Q2 2019 and 10 closed out, a net change of +11 holders.
  • The largest iShares Agency Bond ETF buyer in Q2 2019 was Cambridge Investment Research Advisors, an estimated $6.2M added.
  • The largest iShares Agency Bond ETF seller in Q2 2019 was Jane Street, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2019.