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iShares Agency Bond ETF
AGZ

Overview Fund Activity

112 hedge funds and large institutions have $321M invested in iShares Agency Bond ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
51
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$25.2M
2
Jane Street
2
Jane Street
New York
$7.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.86M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$9M
5
US Bancorp
5
US Bancorp
Minnesota
$6.93M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$8.05M
3
Bank of America
3
Bank of America
North Carolina
$12.8M
4
ACP
4
Aveo Capital Partners
Colorado
$326K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.16M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
101
Concourse Financial Group Securities
Alabama
$11K 96 +96 New
ASN
102
Advisory Services Network
Georgia
$9K 79 – –
Kayne Anderson Rudnick Investment Management
103
Kayne Anderson Rudnick Investment Management
California
$8K 69 -9 -12%
CIAS
104
Capital Investment Advisory Services
North Carolina
$5K 47 +2 +4%
CFA
105
Carroll Financial Associates
North Carolina
$3K 30 – –
SIS
106
Sound Income Strategies
Florida
$3K 26 – –
RP
107
Rice Partnership
Hawaii
$3K 23 +23 New
SB
108
Strategic Blueprint
Georgia
$3K 28 +28 New
GWM
109
Geneos Wealth Management
Colorado
$2K 20 – –
BFC
110
Bedel Financial Consulting
Indiana
$2K 15 – –
AIC
111
Ameritas Investment Company
Nebraska
$1K 9 +9 New
SWP
112
Strategic Wealth Partners
Ohio
$68 585 -6,115 -91%
BlackRock
113
BlackRock
New York
– – -54,167 Closed
B
114
Bailard
California
– – -11,460 Closed
RCAG
115
Rehmann Capital Advisory Group
Michigan
– – -5,848 Closed
TW
116
Transform Wealth
Colorado
– – -3,677 Closed
IWS
117
Insight Wealth Strategies
California
– – -2,194 Closed
GTAM
118
Global Trust Asset Management
Florida
– – -999 Closed
SFG
119
SevenBridge Financial Group
Pennsylvania
– – -618 Closed
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
– – -142 Closed
CFA
121
Camarda Financial Advisors
Florida
– – -24 Closed
ACS
122
Archford Capital Strategies
Illinois
– – -17 Closed
Parallax Volatility Advisers
123
Parallax Volatility Advisers
California
– – -1 Closed
TFA
124
Transamerica Financial Advisors
Florida
– – -1 Closed
LWA
125
Lenox Wealth Advisors
New York
$0 4 – –
1 2 3 4
5