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iShares Agency Bond ETF
AGZ

152 hedge funds and large institutions have $405M invested in iShares Agency Bond ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

5.14% more ownership

Funds ownership: 55.82% → 60.96% (+5.1%)

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

4% less capital invested

Capital invested by funds: $422M → $405M (-$17.4M)

3% less funds holding

Funds holding: 157 → 152 (-5)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
54
Reduced
50
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UIA
UBP Investment Advisors
Switzerland
+$27.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.83M
3
Ameriprise
Ameriprise
Minnesota
+$5.43M
4
CTFG
Capstone Triton Financial Group
Oklahoma
+$5.15M
5
NRI
NFP Retirement Inc
California
+$3.31M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.7M
2
EVM
Eaton Vance Management
Massachusetts
-$6.73M
3
Wells Fargo
Wells Fargo
California
-$5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSA
76
Tri-Star Advisors
Texas
$470K +$141K +1,226 +41%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$440K +$6.32K +55 +1%
CAN
78
Cetera Advisor Networks
California
$429K +$153K +1,335 +54%
5L
79
55I LLC
Massachusetts
$421K +$431K +3,751 New
MC
80
Matisse Capital
Oregon
$416K – – –
WP
81
WealthSource Partners
California
$410K +$159K +1,385 +61%
AG
82
Ascent Group
Virginia
$372K -$12.9K -112 -3%
DIA
83
Dana Investment Advisors
Wisconsin
$368K +$44K +383 +13%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$368K +$52.8K +460 +16%
HWMA
85
Heritage Wealth Management (Arizona)
Arizona
$363K +$372K +3,236 New
EWM
86
Evercore Wealth Management
New York
$353K – – –
LAM
87
LifePro Asset Management
California
$353K +$55.3K +481 +18%
IAIM
88
International Assets Investment Management
Florida
$350K -$115K -1,001 -24%
BAM
89
BTS Asset Management
Massachusetts
$342K +$5.28K +46 +2%
ACM
90
AlphaStar Capital Management
North Carolina
$340K -$278K -2,420 -44%
DAS
91
Dynamic Advisor Solutions
Arizona
$298K -$23K -200 -7%
DCM
92
Donaldson Capital Management
Indiana
$281K – – –
DWT
93
Dorsey & Whitney Trust
South Dakota
$281K – – –
BRWA
94
B. Riley Wealth Advisors
Florida
$278K -$1.38K -12 -0.5%
GT
95
Greenleaf Trust
Michigan
$268K -$84K -731 -23%
EAM
96
Eagle Asset Management
Florida
$240K -$9.42K -82 -4%
SI
97
Stephens Inc
Arkansas
$239K -$106K -921 -30%
DFG
98
Demars Financial Group
Washington
$228K -$5.86K -51 -2%
BFA
99
Beaumont Financial Advisors
Massachusetts
$226K -$2.53K -22 -1%
AFWM
100
AMJ Financial Wealth Management
Virginia
$217K – – –
2 3
4
5 6

AGZ Hedge Fund Activity: Q1 2022 in Review

152 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2022, worth a combined $405M — down 4.1% from $422M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AGZ and 18 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 54 added.

The largest buyer was UBP Investment Advisors, adding an estimated $27.7M. The largest seller was Morgan Stanley, cutting an estimated $9.7M.

  • 152 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2022, down from 157 in Q4 2021.
  • Funds reported $405M of iShares Agency Bond ETF stock for Q1 2022, down 4.1% quarter-over-quarter.
  • 18 funds opened new iShares Agency Bond ETF positions in Q1 2022 and 20 closed out, a net change of -2 holders.
  • The largest iShares Agency Bond ETF buyer in Q1 2022 was UBP Investment Advisors, an estimated $27.7M added.
  • The largest iShares Agency Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $9.7M sold.

Based on aggregated 13F filings for Q1 2022.