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iShares Agency Bond ETF
AGZ

Overview Fund Activity

137 hedge funds and large institutions have $420M invested in iShares Agency Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
39
Reduced
47
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Faithward Advisors
Pennsylvania
$18M
2
Jane Street
2
Jane Street
New York
$7.64M
3
UBS Group
3
UBS Group
Switzerland
$8.33M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$31.9M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$37.9M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$114K
2
BlackRock
2
BlackRock
New York
$6.27M
3
EWM
3
Executive Wealth Management
Michigan
$0
4
ACM
4
Andina Capital Management
Utah
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$302K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$6.78K +$6.78K +63 New
AIC
127
Archer Investment Corporation
Indiana
$5.26K -$1.07K -10 -17%
RTL
128
Red Tortoise LLC
Georgia
$4.92K +$107 +1 +2%
FFA
129
Farther Finance Advisors
California
$3.33K – – –
Fidelity Investments
130
Fidelity Investments
Massachusetts
$1.94K -$46.8K -435 -96%
NP
131
NorthRock Partners
Minnesota
$1.72K – – –
AF
132
Advisornet Financial
Minnesota
$1.61K – – –
CP
133
Camelot Portfolios
Ohio
$1.61K +$1.61K +15 New
GJWM
134
Gilliland Jeter Wealth Management
Arkansas
$1.08K +$1.08K +10 New
FWP
135
FAS Wealth Partners
Kansas
$539 – – –
TAM
136
Tucker Asset Management
Colorado
$538 – – –
SFC
137
Strategic Financial Concepts
Texas
$228 +$228 +24,813 New
GEA
138
Glen Eagle Advisors
New Jersey
$72 – – –
EWM
139
Executive Wealth Management
Michigan
– -$8.52M -79,436 Closed
ACM
140
Andina Capital Management
Utah
– -$4.28M -39,632 Closed
SPC
141
Sigma Planning Corp
Michigan
– -$1.33M -12,285 Closed
CAG
142
Csenge Advisory Group
Florida
– -$1.08M -10,026 Closed
NRI
143
NFP Retirement Inc
California
– -$588K -5,440 Closed
Financial Engines Advisors
144
Financial Engines Advisors
California
– -$550K -5,086 Closed
AWS
145
Atria Wealth Solutions
New York
– -$498K -4,610 Closed
BCM
146
Beaumont Capital Management
Massachusetts
– -$476K -4,405 Closed
AG
147
Ascent Group
Virginia
– -$446K -4,126 Closed
Envestnet Portfolio Solutions
148
Envestnet Portfolio Solutions
Illinois
– -$375K -3,474 Closed
HIM
149
Hanlon Investment Management
New Jersey
– -$260K -2,408 Closed
SWP
150
Stratos Wealth Partners
Ohio
– -$249K -2,303 Closed
3 4 5
6
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