AGZ icon

iShares Agency Bond ETF
AGZ

Overview Fund Activity

144 hedge funds and large institutions have $456M invested in iShares Agency Bond ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
144
Holders Change
-10
Holders Change %
-6.49%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
50
Reduced
49
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13M
2
MAC
2
Mason & Associates (California)
California
$8.48M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$29.3M
4
WI
4
WBI Investments
New Jersey
$4.79M
5
BlackRock
5
BlackRock
New York
$16.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.03M
3
AssetMark Inc
3
AssetMark Inc
California
$41.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.52M
5
ACP
5
Aveo Capital Partners
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HH
76
Hilltop Holdings
Texas
$430K 3,979 -1,056 -21%
CFG
77
Citizens Financial Group
Rhode Island
$419K 3,874 +250 +7%
PFG
78
Pacific Financial Group
Washington
$415K 3,844 -129 -3%
MFG
79
Merit Financial Group
Georgia
$398K 3,720 -828 -18%
CCA
80
Checchi Capital Advisers
California
$396K 3,661 +286 +8%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$375K 3,474 -97 -3%
AA
82
Advisory Alpha
Michigan
$354K 3,275 – –
ASN
83
Advisory Services Network
Georgia
$348K 3,221 -106 -3%
DAS
84
Dynamic Advisor Solutions
Arizona
$336K 3,107 -453 -13%
SJL
85
Shayne & Jacobs LLC
Tennessee
$328K 3,035 – –
FCM
86
Fortis Capital Management
Washington
$324K 2,994 +2,994 New
Corient Private Wealth
87
Corient Private Wealth
Florida
$323K 2,990 -46 -2%
EWM
88
Evercore Wealth Management
New York
$323K 2,985 – –
PTC
89
Private Trust Company
Ohio
$304K 2,814 +930 +49%
DCM
90
Donaldson Capital Management
Indiana
$285K 2,640 – –
DWT
91
Dorsey & Whitney Trust
South Dakota
$270K 2,500 – –
HIM
92
Hanlon Investment Management
New Jersey
$260K 2,408 -570 -19%
AFAS
93
Acorn Financial Advisory Services
Virginia
$260K 2,407 -73 -3%
TIAA Trust, National Association
94
TIAA Trust, National Association
North Carolina
$258K 2,387 -465 -16%
MBT
95
Montecito Bank & Trust
California
$257K 2,378 – –
HNB
96
Huntington National Bank
Ohio
– – – –
MML Investors Services
97
MML Investors Services
Massachusetts
$249K 2,303 -3,248 -59%
SWP
98
Stratos Wealth Partners
Ohio
$249K 2,303 -916 -28%
ATC
99
Argent Trust Co
Tennessee
$244K 2,254 +2,254 New
KAS
100
Kestra Advisory Services
Texas
$231K 2,142 -101 -5%
2 3
4
5 6