We are live on ! Find out more
AGZ icon

iShares Agency Bond ETF
AGZ

152 hedge funds and large institutions have $423M invested in iShares Agency Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

13% more capital invested

Capital invested by funds: $374M → $423M (+$49.2M)

3% more funds holding

Funds holding: 147 → 152 (+5)

2.68% more ownership

Funds ownership: 51.8% → 54.48% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
56
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$38.3M
2
AssetMark Inc
AssetMark Inc
California
+$26.7M
3
Jane Street
Jane Street
New York
+$23.6M
4
MWPCG
Measured Wealth Private Client Group
New Hampshire
+$4.07M
5
PCP
Proficio Capital Partners
Massachusetts
+$3.44M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$27.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.68M
3
Ameriprise
Ameriprise
Minnesota
-$9.66M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.41M
5
KFS
Kelly Financial Services
Massachusetts
-$4.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
76
Pacific Financial Group
Washington
$538K +$42K +353 +8%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$518K +$520K +4,374 New
IAIM
78
International Assets Investment Management
Florida
$463K +$89.5K +752 +24%
PWM
79
Perigon Wealth Management
California
$451K -$69.2K -582 -13%
HWMA
80
Heritage Wealth Management (Arizona)
Arizona
$449K +$9.99K +84 +2%
FWP
81
FAS Wealth Partners
Kansas
$438K -$151K -1,272 -26%
MC
82
Matisse Capital
Oregon
$438K +$440K +3,700 New
OMC
83
Old Mission Capital
Illinois
$432K +$434K +3,645 New
MIM
84
Moseley Investment Management
Florida
$367K -$22.1K -186 -6%
EWM
85
Evercore Wealth Management
New York
$365K +$30.3K +255 +9%
SI
86
Stephens Inc
Arkansas
$361K -$5.95K -50 -2%
DFG
87
Demars Financial Group
Washington
$337K -$135K -1,131 -28%
RA
88
RFG Advisory
Alabama
$335K -$127K -1,064 -27%
FA
89
Fermata Advisors
California
$335K +$336K +2,824 New
TFA
90
Toth Financial Advisory
Virginia
$323K – – –
LAM
91
LifePro Asset Management
California
$321K +$322K +2,710 New
DAS
92
Dynamic Advisor Solutions
Arizona
$313K +$1.19K +10 +0.4%
BRWA
93
B. Riley Wealth Advisors
Florida
$304K +$9.64K +81 +3%
IWM
94
IHT Wealth Management
Illinois
$301K -$228K -1,917 -43%
DCM
95
Donaldson Capital Management
Indiana
$297K – – –
EGA
96
Eagle Global Advisors
Texas
$294K +$55.9K +470 +23%
DIA
97
Dana Investment Advisors
Wisconsin
$287K +$43.8K +368 +18%
BAM
98
BTS Asset Management
Massachusetts
$286K -$66.5K -559 -19%
NL
99
NWAM LLC
Washington
$274K +$14.5K +122 +6%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$270K -$1.19K -10 -0.4%
2 3
4
5 6

AGZ Hedge Fund Activity: Q3 2021 in Review

152 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q3 2021, worth a combined $423M — up 13% from $374M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AGZ positions and 16 closed out — a net gain of 6 holders — while 56 added to existing stakes and 41 trimmed.

The largest buyer was Stifel Financial, adding an estimated $38.3M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $27.2M sold.

  • 152 institutional investors held iShares Agency Bond ETF (AGZ) as of Q3 2021, up from 147 in Q2 2021.
  • Funds reported $423M of iShares Agency Bond ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 22 funds opened new iShares Agency Bond ETF positions in Q3 2021 and 16 closed out, a net change of +6 holders.
  • The largest iShares Agency Bond ETF buyer in Q3 2021 was Stifel Financial, an estimated $38.3M added.
  • The largest iShares Agency Bond ETF seller in Q3 2021 was Wealth Enhancement Advisory Services, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2021.