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iShares Agency Bond ETF
AGZ

Overview Fund Activity

138 hedge funds and large institutions have $503M invested in iShares Agency Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 10 closing their positions.

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
43
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$83M
2
EWM
2
Executive Wealth Management
Michigan
$9.38M
3
MAC
3
Mason & Associates (California)
California
$13.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.9M
5
CIG
5
CHB Investment Group
Pennsylvania
$3.02M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.92M
2
CI
2
Cambiar Investors
Colorado
$687K
3
Wells Fargo
3
Wells Fargo
California
$12M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.7M
5
PAG
5
Private Advisor Group
New Jersey
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$374K 3,391 -210 -6%
ASN
77
Advisory Services Network
Georgia
$347K 3,221 – –
Financial Engines Advisors
78
Financial Engines Advisors
California
$339K 3,071 +3,071 New
SJL
79
Shayne & Jacobs LLC
Tennessee
$335K 3,035 – –
PFG
80
Pacific Financial Group
Washington
$331K 2,998 -311 -9%
EWM
81
Evercore Wealth Management
New York
$319K 2,885 -100 -3%
DAS
82
Dynamic Advisor Solutions
Arizona
$318K 2,883 -12 -0.4%
FFG
83
Fiduciary Financial Group
California
$318K 2,906 -289 -9%
MFG
84
Merit Financial Group
Georgia
$296K 2,680 – –
AA
85
Advisory Alpha
Michigan
$293K 2,650 – –
DCM
86
Donaldson Capital Management
Indiana
$291K 2,640 – –
AFAS
87
Acorn Financial Advisory Services
Virginia
$279K 2,527 +64 +3%
DWT
88
Dorsey & Whitney Trust
South Dakota
$276K 2,500 – –
PWM
89
Prosperity Wealth Management
California
$267K 2,416 +14 +0.6%
Citadel Advisors
90
Citadel Advisors
Florida
$266K 2,408 +2,408 New
Osaic Holdings
91
Osaic Holdings
Arizona
$263K 2,379 -426 -15%
SVWG
92
Shared Vision Wealth Group
United States
$255K 2,312 -3 -0.1%
ATC
93
Argent Trust Co
Tennessee
$249K 2,254 – –
Comerica Bank
94
Comerica Bank
Texas
$248K 2,247 +114 +5%
TIAA Trust, National Association
95
TIAA Trust, National Association
North Carolina
$232K 2,103 -284 -12%
MBT
96
Montecito Bank & Trust
California
$229K 2,078 -300 -13%
BWCS
97
Beirne Wealth Consulting Services
Connecticut
$229K 2,070 – –
KAS
98
Kestra Advisory Services
Texas
$223K 2,020 -49 -2%
SPIA
99
Steward Partners Investment Advisory
New York
$213K 1,926 +123 +7%
HH
100
Hilltop Holdings
Texas
$210K 1,904 -238 -11%
2 3
4
5 6