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iShares Agency Bond ETF
AGZ

Overview Fund Activity

151 hedge funds and large institutions have $536M invested in iShares Agency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
2.01%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
29
Increased
49
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.55M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$39.2M
3
Wells Fargo
3
Wells Fargo
California
$16.2M
4
MAC
4
Mason & Associates (California)
California
$17.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$17.1M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$3.47M
2
BlackRock
2
BlackRock
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.19M
4
Jane Street
4
Jane Street
New York
$978K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$3.64M
Name Market Value Shares Shares
Change 		Shares
Change %
ATC
101
Argent Trust Co
Tennessee
$243K 2,254 – –
Comerica Bank
102
Comerica Bank
Texas
$242K 2,239 -8 -0.4%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$233K 2,162 +2,162 New
Creative Planning
104
Creative Planning
Kansas
$228K 2,114 +2,114 New
TIAA Trust, National Association
105
TIAA Trust, National Association
North Carolina
$227K 2,103 – –
SA
106
Sanctuary Advisors
Indiana
$225K 2,075 -2,123 -51%
MBT
107
Montecito Bank & Trust
California
$224K 2,078 – –
SPIA
108
Steward Partners Investment Advisory
New York
$206K 1,907 -19 -1%
PFT
109
Providence First Trust
Arizona
$124K 1,146 +1,146 New
CIAS
110
Capital Investment Advisory Services
North Carolina
$121K 1,121 – –
TPCM
111
Templeton & Phillips Capital Management
Tennessee
$109K 1,008 – –
HNB
112
Huntington National Bank
Ohio
– – – –
AssetMark Inc
113
AssetMark Inc
California
$76.5K 709 -350 -33%
IA
114
IFP Advisors
Florida
$76.3K 707 +707 New
CYG
115
Clean Yield Group
Vermont
$70.2K 650 +102 +19%
GRP
116
Global Retirement Partners
California
$67.4K 624 – –
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$59.9K 555 -25 -4%
PS
118
Principal Securities
Iowa
$53.2K 493 – –
DJSG
119
D.J. St. Germain
Massachusetts
$51.3K 475 – –
HI
120
Harbour Investments
Wisconsin
$48.9K 453 – –
WT
121
Whittier Trust
California
$47.6K 441 – –
CFGS
122
Concourse Financial Group Securities
Alabama
$46.8K 434 -60 -12%
WSFS
123
Wilmington Savings Fund Society
Delaware
$37.8K 350 – –
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$32.4K 300 – –
BF
125
BOK Financial
Oklahoma
$24.4K 227 – –
3 4
5
6 7