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iShares Agency Bond ETF
AGZ

Overview Fund Activity

154 hedge funds and large institutions have $471M invested in iShares Agency Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 71 reducing their positions, and 14 closing their positions.

Holders
154
Holders Change
+5
Holders Change %
+3.36%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
35
Reduced
71
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$36.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.8M
3
Ameriprise
3
Ameriprise
Minnesota
$15.9M
4
BlackRock
4
BlackRock
New York
$12.7M
5
AAS
5
Avantax Advisory Services
Texas
$13.8M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$24.4M
2
AssetMark Inc
2
AssetMark Inc
California
$50.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.64M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$13.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.45M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
76
Ascent Group
Virginia
$518K 4,800 -78 -2%
CM
77
Columbus Macro
Pennsylvania
$514K 4,738 -24 -0.5%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$498K 4,596 -58 -1%
AWS
79
Atria Wealth Solutions
New York
$496K 4,570 -618 -12%
DIA
80
Dana Investment Advisors
Wisconsin
$494K 4,554 +364 +9%
MFG
81
Merit Financial Group
Georgia
$493K 4,548 +4,548 New
IAIM
82
International Assets Investment Management
Florida
$443K 4,084 -1,308 -24%
PFG
83
Pacific Financial Group
Washington
$431K 3,973 +78 +2%
CFG
84
Citizens Financial Group
Rhode Island
$393K 3,624 -101 -3%
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$387K 3,571 -294 -8%
DAS
86
Dynamic Advisor Solutions
Arizona
$384K 3,560 +750 +27%
MIH
87
Meitav Investment House
Israel
$379K 3,504 – –
CCA
88
Checchi Capital Advisers
California
$366K 3,375 +1,292 +62%
ASN
89
Advisory Services Network
Georgia
$361K 3,327 – –
AA
90
Advisory Alpha
Michigan
$355K 3,275 -30 -0.9%
SWP
91
Stratos Wealth Partners
Ohio
$349K 3,219 -186 -5%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$343K 3,162 -47 -1%
Corient Private Wealth
93
Corient Private Wealth
Florida
$329K 3,036 +250 +9%
SJL
94
Shayne & Jacobs LLC
Tennessee
$329K 3,035 – –
EWM
95
Evercore Wealth Management
New York
$324K 2,985 – –
HIM
96
Hanlon Investment Management
New Jersey
$323K 2,978 -1,456 -33%
OMC
97
Old Mission Capital
Illinois
$314K 2,895 +2,895 New
TIAA Trust, National Association
98
TIAA Trust, National Association
North Carolina
$309K 2,852 +2,852 New
CFD
99
Creative Financial Designs
Indiana
$302K 2,790 +762 +38%
CA
100
Continuum Advisory
Idaho
$300K 2,763 -251 -8%
2 3
4
5 6