We are live on ! Find out more
AGZ icon

iShares Agency Bond ETF

143 hedge funds and large institutions have $360M invested in iShares Agency Bond ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.55% less ownership

Funds ownership: 60.96%58.4% (-2.6%)

6% less funds holding

Funds holding: 152143 (-9)

11% less capital invested

Capital invested by funds: $405M → $360M (-$45.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

42% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 60

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
35
Reduced
60
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
MUFG Americas
New York
$148K
BFEC
102
Benjamin F. Edwards & Company
Missouri
$143K +$111K +1,002 +337%
PTC
103
Private Trust Company
Ohio
$127K +$128K +1,157 New
CIAS
104
Capital Investment Advisory Services
North Carolina
$124K
CF
105
Centaurus Financial
California
$120K
WTC
106
WhitTier Trust Company
Nevada
$110K
TFA
107
Toth Financial Advisory
Virginia
$106K -$55.8K -506 -34%
HI
108
Harbour Investments
Wisconsin
$94K +$94.2K +854 New
BSB
109
Bangor Savings Bank
Maine
$92K +$92.3K +837 New
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$79K
FWP
111
FAS Wealth Partners
Kansas
$74K -$1.99K -18 -3%
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$68K
CFGS
113
Concourse Financial Group Securities
Alabama
$66K -$24.2K -219 -27%
EWA
114
EverSource Wealth Advisors
Alabama
$65K +$65.1K +590 New
GRP
115
Global Retirement Partners
California
$52K
FPS
116
Fieldpoint Private Securities
Connecticut
$41K
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.9K
CYG
118
Clean Yield Group
Vermont
$37K -$16K -145 -30%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$36K
MHR
120
Matthew Hamilton Rosenberg
$33K +$32.5K +295 +4,917%
SIS
121
Sound Income Strategies
Florida
$31K
AWM
122
Accel Wealth Management
Iowa
$29K
PFA
123
Professional Financial Advisors
Nebraska
$28K
KFS
124
Kelly Financial Services
Massachusetts
$19.8K -$4.96K -45 -20%
CHA
125
Carmichael Hill & Associates
Maryland
$15K -$13.7K -124 -48%