We are live on ! Find out more
AGZ icon

iShares Agency Bond ETF

137 hedge funds and large institutions have $420M invested in iShares Agency Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.12% more ownership

Funds ownership: 65.47%66.6% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less funds holding

Funds holding: 144137 (-7)

8% less capital invested

Capital invested by funds: $456M → $420M (-$36M)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
39
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SJL
76
Shayne & Jacobs LLC
Tennessee
$327K
EWM
77
Evercore Wealth Management
New York
$321K
DAS
78
Dynamic Advisor Solutions
Arizona
$312K -$22.7K -212 -7%
Osaic Holdings
79
Osaic Holdings
Arizona
$302K -$2.2M -20,492 -88%
MML Investors Services
80
MML Investors Services
Massachusetts
$301K +$53.3K +497 +22%
Corient Private Wealth
81
Corient Private Wealth
Florida
$295K -$26.8K -250 -8%
MFG
82
Merit Financial Group
Georgia
$288K -$112K -1,040 -28%
AA
83
Advisory Alpha
Michigan
$285K -$67K -625 -19%
DCM
84
Donaldson Capital Management
Indiana
$284K
DWT
85
Dorsey & Whitney Trust
South Dakota
$269K
AFAS
86
Acorn Financial Advisory Services
Virginia
$265K +$6.01K +56 +2%
PWM
87
Prosperity Wealth Management
California
$259K +$258K +2,402 New
TIAA Trust, National Association
88
TIAA Trust, National Association
North Carolina
$257K
MBT
89
Montecito Bank & Trust
California
$256K
SVWG
90
Shared Vision Wealth Group
United States
$249K +$248K +2,315 New
HNB
91
Huntington National Bank
Ohio
$244K
ATC
92
Argent Trust Co
Tennessee
$243K
HH
93
Hilltop Holdings
Texas
$231K -$197K -1,837 -46%
Comerica Bank
94
Comerica Bank
Texas
$230K +$644 +6 +0.3%
BWCS
95
Beirne Wealth Consulting Services
Connecticut
$223K
KAS
96
Kestra Advisory Services
Texas
$223K -$7.83K -73 -3%
IAIM
97
International Assets Investment Management
Florida
$205K
SPIA
98
Steward Partners Investment Advisory
New York
$194K +$90K +839 +87%
CIAS
99
Capital Investment Advisory Services
North Carolina
$121K
AssetMark Inc
100
AssetMark Inc
California
$114K -$41.3M -384,796 -100%