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iShares Agency Bond ETF
AGZ

Overview Fund Activity

151 hedge funds and large institutions have $536M invested in iShares Agency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
2.01%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
29
Increased
49
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$24.8M
2
SG
2
Straightline Group
Michigan
$17.6M
3
II
3
Impact Investors
California
$14.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.55M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$39.2M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$3.47M
2
BlackRock
2
BlackRock
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.19M
4
Jane Street
4
Jane Street
New York
$978K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$3.64M
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
76
Rehmann Capital Advisory Group
Michigan
$505K 4,674 +56 +1%
CCA
77
Checchi Capital Advisers
California
$501K 4,642 +268 +6%
CFG
78
Citizens Financial Group
Rhode Island
$491K 4,548 +535 +13%
PPC
79
Park Place Capital
Alabama
$489K 4,530 -4,394 -49%
AWM
80
AE Wealth Management
Kansas
$470K 4,349 +4,349 New
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$450K 4,167 +4,167 New
JWCA
82
J.W. Cole Advisors
Florida
$449K 4,160 +2 +0%
SAM
83
Smartleaf Asset Management
Massachusetts
$430K 3,979 -208 -5%
PTC
84
Private Trust Company
Ohio
$421K 3,904 -416 -10%
RB
85
Renasant Bank
Mississippi
$417K 3,866 -4,361 -53%
AWM
86
Avior Wealth Management
Nebraska
$410K 3,798 -373 -9%
NG
87
Novem Group
New York
$361K 3,344 +3,344 New
ASN
88
Advisory Services Network
Georgia
$348K 3,221 – –
PFG
89
Pacific Financial Group
Washington
$332K 3,076 +78 +3%
SJL
90
Shayne & Jacobs LLC
Tennessee
$328K 3,035 – –
FFG
91
Fiduciary Financial Group
California
$313K 2,910 +4 +0.1%
EWM
92
Evercore Wealth Management
New York
$311K 2,885 – –
DAS
93
Dynamic Advisor Solutions
Arizona
$303K 2,803 -80 -3%
AA
94
Advisory Alpha
Michigan
$286K 2,650 – –
DWT
95
Dorsey & Whitney Trust
South Dakota
$270K 2,500 – –
AFAS
96
Acorn Financial Advisory Services
Virginia
$269K 2,489 -38 -2%
PAS
97
PKS Advisory Services
New York
$266K 2,468 +2,468 New
PWM
98
Prosperity Wealth Management
California
$262K 2,426 +10 +0.4%
Osaic Holdings
99
Osaic Holdings
Arizona
$256K 2,363 -16 -0.7%
SVWG
100
Shared Vision Wealth Group
United States
$250K 2,318 +6 +0.3%
2 3
4
5 6