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iShares Agency Bond ETF
AGZ

152 hedge funds and large institutions have $423M invested in iShares Agency Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

13% more capital invested

Capital invested by funds: $374M → $423M (+$49.2M)

3% more funds holding

Funds holding: 147 → 152 (+5)

2.68% more ownership

Funds ownership: 51.8% → 54.48% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
56
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$38.3M
2
AssetMark Inc
AssetMark Inc
California
+$26.7M
3
Jane Street
Jane Street
New York
+$23.6M
4
MWPCG
Measured Wealth Private Client Group
New Hampshire
+$4.07M
5
PCP
Proficio Capital Partners
Massachusetts
+$3.44M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$27.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.68M
3
Ameriprise
Ameriprise
Minnesota
-$9.66M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.41M
5
KFS
Kelly Financial Services
Massachusetts
-$4.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
101
Beaumont Financial Advisors
Massachusetts
$250K -$473K -3,973 -65%
IFG
102
Independent Financial Group
California
$243K – – –
EAM
103
Eagle Asset Management
Florida
$242K +$13.9K +117 +6%
AFWM
104
AMJ Financial Wealth Management
Virginia
$230K – – –
EA
105
Efficient Advisors
Ohio
$227K -$168K -1,414 -42%
OWA
106
One Wealth Advisors
California
$225K +$226K +1,897 New
TCA
107
Transcend Capital Advisors
New Jersey
$218K +$220K +1,846 New
TSA
108
Tri-Star Advisors
Texas
$215K +$216K +1,818 New
PFT
109
Providence First Trust
Arizona
$201K – – –
William Blair & Company
110
William Blair & Company
Illinois
$198K -$833 -7 -0.4%
CA
111
Clearstead Advisors
Ohio
$194K +$153K +1,282 +362%
MA
112
MUFG Americas
New York
$164K – – –
WT
113
Whittier Trust
California
$162K – – –
FA
114
Flagstar Advisors
New York
$161K +$162K +1,363 New
CIAS
115
Capital Investment Advisory Services
North Carolina
$153K – – –
AIP
116
Ameritas Investment Partners
Nebraska
$148K – – –
CF
117
Centaurus Financial
California
$130K – – –
WTC
118
WhitTier Trust Company
Nevada
$118K – – –
CFGS
119
Concourse Financial Group Securities
Alabama
$112K -$40.1K -337 -26%
DWP
120
Destiny Wealth Partners
Florida
$87K +$87.3K +734 New
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$81K +$51.9K +436 +178%
NFG
122
Next Financial Group
Texas
$76K +$12.5K +105 +20%
CYG
123
Clean Yield Group
Vermont
$57K -$98.2K -825 -63%
HI
124
Harbour Investments
Wisconsin
$56K +$4.52K +38 +9%
APA
125
American Portfolios Advisors
New York
$44.5K -$1.07K -9 -2%
3 4
5
6 7

AGZ Hedge Fund Activity: Q3 2021 in Review

152 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q3 2021, worth a combined $423M — up 13% from $374M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AGZ positions and 16 closed out — a net gain of 6 holders — while 56 added to existing stakes and 41 trimmed.

The largest buyer was Stifel Financial, adding an estimated $38.3M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $27.2M sold.

  • 152 institutional investors held iShares Agency Bond ETF (AGZ) as of Q3 2021, up from 147 in Q2 2021.
  • Funds reported $423M of iShares Agency Bond ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 22 funds opened new iShares Agency Bond ETF positions in Q3 2021 and 16 closed out, a net change of +6 holders.
  • The largest iShares Agency Bond ETF buyer in Q3 2021 was Stifel Financial, an estimated $38.3M added.
  • The largest iShares Agency Bond ETF seller in Q3 2021 was Wealth Enhancement Advisory Services, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2021.