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iShares Agency Bond ETF
AGZ

110 hedge funds and large institutions have $284M invested in iShares Agency Bond ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

7% more funds holding

Funds holding: 103 → 110 (+7)

6% more capital invested

Capital invested by funds: $269M → $284M (+$15.1M)

1.54% less ownership

Funds ownership: 53.2% → 51.66% (-1.5%)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
37
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.2M
2
JIR
James Investment Research
Ohio
+$5.08M
3
Bank of America
Bank of America
North Carolina
+$3.38M
4
BlackRock
BlackRock
New York
+$2.84M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.28M

Top Sellers

1
Jane Street
Jane Street
New York
-$12.4M
2
AssetMark Inc
AssetMark Inc
California
-$2.45M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.06M
4
CSIA
Charles Schwab Investment Advisory
California
-$1.23M
5
ACP
Ashfield Capital Partners
California
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
101
American Portfolios Advisors
New York
$5.66K – – –
CIAS
102
Capital Investment Advisory Services
North Carolina
$5K +$5.12K +45 New
CFA
103
Camarda Financial Advisors
Florida
$3K – – –
CFA
104
Carroll Financial Associates
North Carolina
$3K – – –
SIS
105
Sound Income Strategies
Florida
$3K – – –
BFC
106
Bedel Financial Consulting
Indiana
$2K – – –
GWM
107
Geneos Wealth Management
Colorado
$2K – – –
ACS
108
Archford Capital Strategies
Illinois
$2K +$1.94K +17 New
TFA
109
Transamerica Financial Advisors
Florida
$1K +$114 +1 New
LWS
110
Lucia Wealth Services
California
– -$123K -1,087 Closed
JP Morgan Chase
111
JP Morgan Chase
New York
– -$77K -679 Closed
BMM
112
Buffington Mohr McNeal
Idaho
– -$50K -443 Closed
IBOK
113
Independence Bank of Kentucky
Kentucky
– -$40K -350 Closed
GEA
114
Glen Eagle Advisors
New Jersey
– -$25.6K -225 Closed
CA
115
Cetera Advisors
Colorado
– -$21K -185 Closed
Fidelity Investments
116
Fidelity Investments
Massachusetts
– -$18K -158 -99%
OWD
117
Osborn Williams & Donohoe
Ohio
– -$8K -69 Closed
GAM
118
Gemmer Asset Management
California
– -$4K -39 Closed
WAM
119
Wealthspire Advisors (Maryland)
Maryland
– -$2K -18 Closed
1 2 3 4
5

AGZ Hedge Fund Activity: Q2 2019 in Review

110 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q2 2019, worth a combined $284M — up 5.6% from $269M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AGZ positions and 10 closed out — a net gain of 11 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.2M. The largest seller was Jane Street, cutting an estimated $12.4M.

  • 110 institutional investors held iShares Agency Bond ETF (AGZ) as of Q2 2019, up from 103 in Q1 2019.
  • Funds reported $284M of iShares Agency Bond ETF stock for Q2 2019, up 5.6% quarter-over-quarter.
  • 21 funds opened new iShares Agency Bond ETF positions in Q2 2019 and 10 closed out, a net change of +11 holders.
  • The largest iShares Agency Bond ETF buyer in Q2 2019 was Cambridge Investment Research Advisors, an estimated $6.2M added.
  • The largest iShares Agency Bond ETF seller in Q2 2019 was Jane Street, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2019.