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iShares Agency Bond ETF
AGZ

Overview Fund Activity

147 hedge funds and large institutions have $410M invested in iShares Agency Bond ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
40
Reduced
54
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCCA
1
Mill Creek Capital Advisors
Pennsylvania
$18.1M
2
Ameriprise
2
Ameriprise
Minnesota
$15.3M
3
GDP
3
Great Diamond Partners
Maine
$8.05M
4
BlackRock
4
BlackRock
New York
$7.79M
5
JIP
5
Jaffetilchin Investment Partners
Florida
$14.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$5.47M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.68M
3
ACP
3
Aveo Capital Partners
Colorado
$579K
4
Bank of America
4
Bank of America
North Carolina
$10.1M
5
CAG
5
Csenge Advisory Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
126
Center for Financial Planning
Michigan
$15.8K +$15.8K +148 New
ACM
127
Antonetti Capital Management
Florida
$13.5K – – –
POIA
128
Pin Oak Investment Advisors
Texas
$12K +$12K +110 New
NA
129
NewEdge Advisors
Louisiana
$11.7K – – –
BWL
130
Bogart Wealth LLC
Virginia
$10.8K – – –
AIP
131
Ameritas Investment Partners
Nebraska
$10.7K -$108K -1,005 -91%
FFA
132
Founders Financial Alliance
North Carolina
$10.5K – – –
JHCP
133
Jackson Hole Capital Partners
Oklahoma
$10.5K – – –
HBW
134
Hazlett, Burt & Watson
West Virginia
$10K – – –
FWP
135
FAS Wealth Partners
Kansas
$8.99K – – –
IAS
136
IMA Advisory Services
Colorado
$6.74K +$428 +4 +7%
RTL
137
Red Tortoise LLC
Georgia
$4.73K – – –
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$4.6K -$3.32K -31 -42%
FFA
139
Farther Finance Advisors
California
$3.32K +$3.32K +31 New
HR
140
Howe & Rusling
New York
$3.21K -$13.6K -127 -81%
EWA
141
EverSource Wealth Advisors
Alabama
$3.1K +$3.1K +29 New
GEA
142
Glen Eagle Advisors
New Jersey
$2.38K +$103 +1 +5%
ME
143
McIlrath & Eck
Washington
$1.71K – – –
AF
144
Advisornet Financial
Minnesota
$1.6K – – –
OC
145
Oakworth Capital
Alabama
$1.18K +$1.18K +11 New
Kayne Anderson Rudnick Investment Management
146
Kayne Anderson Rudnick Investment Management
California
$748 – – –
TAM
147
Tucker Asset Management
Colorado
$535 – – –
Fidelity Investments
148
Fidelity Investments
Massachusetts
$107 +$107 +1 New
CAG
149
Csenge Advisory Group
Florida
– -$1.07M -9,922 Closed
AG
150
Ascent Group
Virginia
– -$969K -8,951 Closed
3 4 5
6
7