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iShares Agency Bond ETF
AGZ

Overview Fund Activity

135 hedge funds and large institutions have $449M invested in iShares Agency Bond ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 24 closing their positions.

Holders
135
Holders Change
-8
Holders Change %
-5.59%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
17
Increased
54
Reduced
41
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$28.5M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$17.3M
3
GT
3
Greenleaf Trust
Michigan
$13.2M
4
BlackRock
4
BlackRock
New York
$9.23M
5
CFG
5
Capstone Financial Group
Oklahoma
$13.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$47.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.17M
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$4.24M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$0
5
CAN
5
Claraphi Advisory Network
United States
$712K
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
101
Concourse Financial Group Securities
Alabama
$139K 1,150 +82 +8%
CFD
102
Creative Financial Designs
Indiana
$121K 1,003 +1,003 New
PCG
103
Private Capital Group
Connecticut
$109K 904 – –
AIP
104
Ameritas Investment Partners
Nebraska
$104K 860 – –
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.7K 658 – –
SFS
106
Sowell Financial Services
Arkansas
$66K 543 -1,618 -75%
SPIA
107
Steward Partners Investment Advisory
New York
$55K 455 +33 +8%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$54K 446 -2,176 -83%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$38K 325 – –
GEA
110
Glen Eagle Advisors
New Jersey
$37.9K 313 – –
BFEC
111
Benjamin F. Edwards & Company
Missouri
$29K 241 +241 New
APWM
112
Atlas Private Wealth Management
New York
$25K 207 – –
IA
113
IFP Advisors
Florida
$21K 175 +20 +13%
MA
114
MUFG Americas
New York
$16K 1,711 -226 -12%
WFMPM
115
Woodley Farra Manion Portfolio Management
Indiana
$16K 131 – –
ME
116
McIlrath & Eck
Washington
$16K 131 – –
CHA
117
Carmichael Hill & Associates
Maryland
$16K 133 +28 +27%
HFA
118
HC Financial Advisors
California
$12K 103 – –
Fidelity Investments
119
Fidelity Investments
Massachusetts
$10K 83 +1 +1%
RCA
120
Rowland Carmichael Advisors
Arizona
$9K 72 -5,570 -99%
CAN
121
Cetera Advisor Networks
California
$9K 77 +77 New
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$8K 70 +16 +30%
BWM
123
BerganKDV Wealth Management
Minnesota
$7K 59 +59 New
CL
124
Cabana LLC
Arkansas
$6K 48 +48 New
Kayne Anderson Rudnick Investment Management
125
Kayne Anderson Rudnick Investment Management
California
$5K 43 – –
3 4
5
6 7