AGZ icon

iShares Agency Bond ETF
AGZ

Overview Fund Activity

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 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
2.41%
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
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UIA
1
UBP Investment Advisors
Switzerland
$9.84M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$8.64M
3
Ameriprise
3
Ameriprise
Minnesota
$8.62M
4
CTFG
4
Capstone Triton Financial Group
Oklahoma
$4.96M
5
NRI
5
NFP Retirement Inc
California
$3.23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.01M
2
EVM
2
Eaton Vance Management
Massachusetts
$0
3
Wells Fargo
3
Wells Fargo
California
$15.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.47M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$37K +$113 +1 +0.3%
FFA
127
Founders Financial Alliance
North Carolina
$34K – – –
CFD
128
Creative Financial Designs
Indiana
$34K +$6.8K +60 +25%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$33K +$33K +297 New
SIS
130
Sound Income Strategies
Florida
$32K – – –
AWM
131
Accel Wealth Management
Iowa
$30K – – –
CHA
132
Carmichael Hill & Associates
Maryland
$29K – – –
PFA
133
Professional Financial Advisors
Nebraska
$28K +$111 +1 +0.4%
KFS
134
Kelly Financial Services
Massachusetts
$25.2K +$112 +1 +0.4%
ME
135
McIlrath & Eck
Washington
$15K – – –
IRC
136
Investors Research Corp
Georgia
$15K – – –
ACM
137
Antonetti Capital Management
Florida
$14K – – –
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$12K +$4.14K +39 +53%
BWL
139
Bogart Wealth LLC
Virginia
$12K +$12K +104 New
Fidelity Investments
140
Fidelity Investments
Massachusetts
$10K -$1.12K -10 -10%
HBW
141
Hazlett, Burt & Watson
West Virginia
$10K +$10K +90 New
LWP
142
Laurel Wealth Planning
Minnesota
$10K +$10K +91 New
IAS
143
IMA Advisory Services
Colorado
$6K – – –
SPIA
144
Steward Partners Investment Advisory
New York
$4K – – –
COCM
145
Charter Oak Capital Management
New Hampshire
$3K – – –
BFC
146
Bedel Financial Consulting
Indiana
$2K – – –
MHR
147
Matthew Hamilton Rosenberg
$1K -$107K -641 -99%
Kayne Anderson Rudnick Investment Management
148
Kayne Anderson Rudnick Investment Management
California
$1K -$3.71K -26 -79%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$1K – – –
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +7 New
3 4 5
6
7