We are live on ! Find out more
AGZ icon

iShares Agency Bond ETF
AGZ

152 hedge funds and large institutions have $405M invested in iShares Agency Bond ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

5.14% more ownership

Funds ownership: 55.82% → 60.96% (+5.1%)

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

4% less capital invested

Capital invested by funds: $422M → $405M (-$17.4M)

3% less funds holding

Funds holding: 157 → 152 (-5)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
54
Reduced
50
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UIA
UBP Investment Advisors
Switzerland
+$27.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.83M
3
Ameriprise
Ameriprise
Minnesota
+$5.43M
4
CTFG
Capstone Triton Financial Group
Oklahoma
+$5.15M
5
NRI
NFP Retirement Inc
California
+$3.31M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.7M
2
EVM
Eaton Vance Management
Massachusetts
-$6.73M
3
Wells Fargo
Wells Fargo
California
-$5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
101
Efficient Advisors
Ohio
$209K +$4.71K +41 +2%
RWA
102
RGT Wealth Advisors
Texas
$194K -$216K -1,878 -52%
APA
103
American Portfolios Advisors
New York
$181K +$115 +1 +0.1%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$179K -$23K -200 -11%
William Blair & Company
105
William Blair & Company
Illinois
$169K – – –
TFA
106
Toth Financial Advisory
Virginia
$165K -$138K -1,202 -45%
AIP
107
Ameritas Investment Partners
Nebraska
$161K +$21.3K +185 +15%
WT
108
Whittier Trust
California
$153K – – –
MA
109
MUFG Americas
New York
$151K -$2.41K -21 -2%
CIAS
110
Capital Investment Advisory Services
North Carolina
$126K -$19.2K -167 -13%
CF
111
Centaurus Financial
California
$122K -$1.15K -10 -0.9%
WTC
112
WhitTier Trust Company
Nevada
$112K – – –
CFGS
113
Concourse Financial Group Securities
Alabama
$92K -$18.6K -162 -16%
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$83K +$7.7K +67 +10%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$80K – – –
FWP
116
FAS Wealth Partners
Kansas
$78K -$323K -2,812 -80%
MCC
117
Money Concepts Capital
Florida
$74K +$75.6K +658 New
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$69K – – –
CYG
119
Clean Yield Group
Vermont
$54K – – –
GRP
120
Global Retirement Partners
California
$53K +$54.8K +477 New
SLWA
121
San Luis Wealth Advisors
California
$51K +$50.3K +438 New
T
122
TCWP
Ohio
$48K +$49.7K +433 New
CA
123
Clearstead Advisors
Ohio
$43K -$98K -853 -69%
FPS
124
Fieldpoint Private Securities
Connecticut
$42K – – –
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.8K – – –
3 4
5
6 7

AGZ Hedge Fund Activity: Q1 2022 in Review

152 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2022, worth a combined $405M — down 4.1% from $422M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AGZ and 18 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 54 added.

The largest buyer was UBP Investment Advisors, adding an estimated $27.7M. The largest seller was Morgan Stanley, cutting an estimated $9.7M.

  • 152 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2022, down from 157 in Q4 2021.
  • Funds reported $405M of iShares Agency Bond ETF stock for Q1 2022, down 4.1% quarter-over-quarter.
  • 18 funds opened new iShares Agency Bond ETF positions in Q1 2022 and 20 closed out, a net change of -2 holders.
  • The largest iShares Agency Bond ETF buyer in Q1 2022 was UBP Investment Advisors, an estimated $27.7M added.
  • The largest iShares Agency Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $9.7M sold.

Based on aggregated 13F filings for Q1 2022.