We are live on ! Find out more
AGZ icon

iShares Agency Bond ETF
AGZ

157 hedge funds and large institutions have $512M invested in iShares Agency Bond ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

33% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 43

12.54% more ownership

Funds ownership: 55.63% → 68.17% (+13%)

8% more funds holding

Funds holding: 145 → 157 (+12)

0% less capital invested

Capital invested by funds: $512M → $512M (-$2.85K)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
157
Holders Change
+12
Holders Change %
+8.28%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
57
Reduced
43
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$25.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.01M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.38M
4
5L
55I LLC
Massachusetts
+$2.89M
5
Asset Management One
Asset Management One
Japan
+$2.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$12.6M
2
DFG
Demars Financial Group
Washington
-$8.59M
3
BlackRock
BlackRock
New York
-$7.65M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.35M
5
UBS Group
UBS Group
Switzerland
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
KFS
127
Kelly Financial Services
Massachusetts
$36.1K +$36.3K +306 New
EP
128
Eudaimonia Partners
Tennessee
$36K +$36.5K +307 New
GRP
129
Global Retirement Partners
California
$34K -$2.61K -22 -7%
SIS
130
Sound Income Strategies
Florida
$33.1K – – –
APA
131
American Portfolios Advisors
New York
$31.1K -$188K -1,580 -86%
AWM
132
Accel Wealth Management
Iowa
$31K – – –
GEA
133
Glen Eagle Advisors
New Jersey
$30K -$6.89K -58 -19%
FPS
134
Fieldpoint Private Securities
Connecticut
$29K – – –
APC
135
Aspire Private Capital
North Carolina
$16K -$8.91K -75 -36%
CHA
136
Carmichael Hill & Associates
Maryland
$16K – – –
ME
137
McIlrath & Eck
Washington
$15K – – –
TLFA
138
True Link Financial Advisors
California
$15K +$14.8K +125 New
Fidelity Investments
139
Fidelity Investments
Massachusetts
$14K +$5.94K +50 +70%
FFA
140
Founders Financial Alliance
North Carolina
$13K +$594 +5 +5%
APWM
141
Atlas Private Wealth Management
New York
$12K -$12.2K -103 -50%
JPLA
142
Joseph P. Lucia & Associates
New York
$9K +$9.5K +80 New
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$8K – – –
IRC
144
Investors Research Corp
Georgia
$8K +$8.07K +68 New
ACM
145
Allred Capital Management
Texas
$7.06K +$7.13K +60 New
WP
146
WealthShield Partners
North Carolina
$6K -$615K -5,179 -99%
IAS
147
IMA Advisory Services
Colorado
$6K – – –
Kayne Anderson Rudnick Investment Management
148
Kayne Anderson Rudnick Investment Management
California
$4K -$238 -2 -6%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$4K – – –
COCM
150
Charter Oak Capital Management
New Hampshire
$3K – – –
3 4 5
6
7

AGZ Hedge Fund Activity: Q1 2021 in Review

157 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2021, worth a combined $512M — down 0% from $512M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AGZ positions and 15 closed out — a net gain of 13 holders — while 57 added to existing stakes and 43 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $25.2M. The largest seller was Ameriprise, cutting an estimated $12.6M.

  • 157 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2021, up from 145 in Q4 2020.
  • Funds reported $512M of iShares Agency Bond ETF stock for Q1 2021, down 0% quarter-over-quarter.
  • 28 funds opened new iShares Agency Bond ETF positions in Q1 2021 and 15 closed out, a net change of +13 holders.
  • The largest iShares Agency Bond ETF buyer in Q1 2021 was AssetMark Inc, an estimated $25.2M added.
  • The largest iShares Agency Bond ETF seller in Q1 2021 was Ameriprise, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2021.