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iShares Agency Bond ETF
AGZ

Overview Fund Activity

135 hedge funds and large institutions have $449M invested in iShares Agency Bond ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 24 closing their positions.

Holders
135
Holders Change
-8
Holders Change %
-5.59%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
17
Increased
54
Reduced
41
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$28.5M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$17.3M
3
GT
3
Greenleaf Trust
Michigan
$13.2M
4
BlackRock
4
BlackRock
New York
$9.23M
5
CFG
5
Capstone Financial Group
Oklahoma
$13.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$47.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.17M
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$4.24M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$0
5
CAN
5
Claraphi Advisory Network
United States
$712K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
Capital Advantage
California
$435K 3,595 – –
BRC
77
Bell Rock Capital
Delaware
$403K 3,326 -323 -9%
KCM
78
Karp Capital Management
California
$373K 3,077 +1,099 +56%
AF
79
Advisornet Financial
Minnesota
$364K 3,007 -2,572 -46%
SS
80
Simplicity Solutions
Minnesota
$363K 2,999 +1,118 +59%
CYG
81
Clean Yield Group
Vermont
$362K 2,987 +826 +38%
PFG
82
Pacific Financial Group
Washington
$346K 2,870 – –
EWM
83
Evercore Wealth Management
New York
$342K 2,825 – –
AP
84
Advisors Preferred
Maryland
$340K 2,815 +2,815 New
BRWA
85
B. Riley Wealth Advisors
Florida
$309K 2,544 -334 -12%
DCM
86
Donaldson Capital Management
Indiana
$303K 2,505 – –
Stifel Financial
87
Stifel Financial
Missouri
$274K 2,265 +16 +0.7%
DAS
88
Dynamic Advisor Solutions
Arizona
$273K 2,251 +2,251 New
MA
89
Mutual Advisors
Nebraska
$265K 2,190 -198 -8%
PFT
90
Providence First Trust
Arizona
$241K 1,986 – –
WTC
91
WhitTier Trust Company
Nevada
$239K 1,977 -140 -7%
HAS
92
HBW Advisory Services
California
$239K 1,970 +1,970 New
APA
93
American Portfolios Advisors
New York
$238K 1,969 +314 +19%
LFG
94
LifePlan Financial Group
Ohio
$210K 1,736 +364 +27%
ACP
95
Aveo Capital Partners
Colorado
$209K 1,727 -24,281 -93%
WT
96
Whittier Trust
California
$203K 1,673 – –
PAG
97
Private Advisor Group
New Jersey
$181K 1,495 +1,495 New
BAM
98
BTS Asset Management
Massachusetts
$164K 1,356 +638 +89%
CIAS
99
Capital Investment Advisory Services
North Carolina
$159K 1,314 -628 -32%
GRP
100
Global Retirement Partners
California
$156K 1,291 +888 +220%
2 3
4
5 6