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iShares Agency Bond ETF
AGZ

157 hedge funds and large institutions have $512M invested in iShares Agency Bond ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

12.54% more ownership

Funds ownership: 55.63% → 68.17% (+13%)

8% more funds holding

Funds holding: 145 → 157 (+12)

0% less capital invested

Capital invested by funds: $512M → $512M (-$2.85K)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
157
Holders Change
+12
Holders Change %
+8.28%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
57
Reduced
43
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$25.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.01M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.38M
4
5L
55I LLC
Massachusetts
+$2.89M
5
Asset Management One
Asset Management One
Japan
+$2.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$12.6M
2
DFG
Demars Financial Group
Washington
-$8.59M
3
BlackRock
BlackRock
New York
-$7.65M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.35M
5
UBS Group
UBS Group
Switzerland
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
76
Fermata Advisors
California
$581K +$591K +4,978 New
AIC
77
Ameritas Investment Company
Nebraska
$580K +$585K +4,930 New
IWM
78
IHT Wealth Management
Illinois
$561K -$499K -4,202 -47%
W
79
WealthOne
New York
$514K +$128K +1,078 +33%
DFG
80
Demars Financial Group
Washington
$506K -$8.59M -72,340 -94%
RA
81
RFG Advisory
Alabama
$484K -$65.2K -549 -12%
PFG
82
Pacific Financial Group
Washington
$466K +$72K +606 +18%
HWMA
83
Heritage Wealth Management (Arizona)
Arizona
$461K +$465K +3,913 New
SFG
84
SageGuard Financial Group
Tennessee
$453K +$65.6K +552 +17%
CA
85
Capital Advantage
California
$423K – – –
MIM
86
Moseley Investment Management
Florida
$411K -$14.8K -125 -3%
SI
87
Stephens Inc
Arkansas
$402K +$405K +3,411 New
EA
88
Efficient Advisors
Ohio
$387K -$17.1K -144 -4%
TWM
89
TriaGen Wealth Management
California
$378K -$12.1K -102 -3%
AFAS
90
Acorn Financial Advisory Services
Virginia
$364K +$141K +1,191 +63%
TSS
91
Two Sigma Securities
New York
$352K +$355K +2,993 New
MHS
92
M Holdings Securities
Oregon
$342K +$345K +2,905 New
EWM
93
Evercore Wealth Management
New York
$333K – – –
AFWM
94
AMJ Financial Wealth Management
Virginia
$331K -$1M -8,438 -75%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$322K +$325K +2,735 New
TFA
96
Toth Financial Advisory
Virginia
$315K -$11.9K -100 -4%
DCM
97
Donaldson Capital Management
Indiana
$295K – – –
BRWA
98
B. Riley Wealth Advisors
Florida
$292K -$21.5K -181 -7%
DSAM
99
Dock Street Asset Management
Florida
$279K – – –
DAS
100
Dynamic Advisor Solutions
Arizona
$272K – – –
2 3
4
5 6

AGZ Hedge Fund Activity: Q1 2021 in Review

157 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2021, worth a combined $512M — down 0% from $512M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AGZ positions and 15 closed out — a net gain of 13 holders — while 57 added to existing stakes and 43 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $25.2M. The largest seller was Ameriprise, cutting an estimated $12.6M.

  • 157 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2021, up from 145 in Q4 2020.
  • Funds reported $512M of iShares Agency Bond ETF stock for Q1 2021, down 0% quarter-over-quarter.
  • 28 funds opened new iShares Agency Bond ETF positions in Q1 2021 and 15 closed out, a net change of +13 holders.
  • The largest iShares Agency Bond ETF buyer in Q1 2021 was AssetMark Inc, an estimated $25.2M added.
  • The largest iShares Agency Bond ETF seller in Q1 2021 was Ameriprise, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2021.