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iShares Agency Bond ETF
AGZ

Overview Fund Activity

138 hedge funds and large institutions have $503M invested in iShares Agency Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 10 closing their positions.

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
43
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$83M
2
EWM
2
Executive Wealth Management
Michigan
$9.38M
3
MAC
3
Mason & Associates (California)
California
$13.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.9M
5
RJA
5
Raymond James & Associates
Florida
$20.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.92M
2
CI
2
Cambiar Investors
Colorado
$687K
3
Wells Fargo
3
Wells Fargo
California
$12M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.7M
5
PAG
5
Private Advisor Group
New Jersey
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$8.29K 75 +12 +19%
BWL
127
Bogart Wealth LLC
Virginia
$7.29K 66 – –
AIC
128
Archer Investment Corporation
Indiana
$5.44K 49 – –
RTL
129
Red Tortoise LLC
Georgia
$5.09K 46 – –
Fidelity Investments
130
Fidelity Investments
Massachusetts
$5.07K 46 +28 +156%
HBW
131
Hazlett, Burt & Watson
West Virginia
$5K 41 -49 -54%
FFA
132
Farther Finance Advisors
California
$3.42K 31 – –
IAIM
133
International Assets Investment Management
Florida
$1.91K 210,759 +208,850 +10,940%
AF
134
Advisornet Financial
Minnesota
$1.66K 15 – –
AF
135
Allworth Financial
California
$773 7 +7 New
FWP
136
FAS Wealth Partners
Kansas
$552 5 – –
Kayne Anderson Rudnick Investment Management
137
Kayne Anderson Rudnick Investment Management
California
$221 2 -799 -100%
CA
138
CoreCap Advisors
Michigan
$110 1 +1 New
GEA
139
Glen Eagle Advisors
New Jersey
$74 1 – –
SFC
140
Strategic Financial Concepts
Texas
– – -24,813 Closed
CM
141
Columbus Macro
Pennsylvania
– – -4,819 Closed
MML Investors Services
142
MML Investors Services
Massachusetts
– – -2,800 Closed
ATPW
143
Ashton Thomas Private Wealth
Arizona
– – -1,000 Closed
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
– – -200 Closed
KFS
145
Kelly Financial Services
Massachusetts
– – -191 Closed
NP
146
NorthRock Partners
Minnesota
– – -16 Closed
CP
147
Camelot Portfolios
Ohio
– – -15 Closed
GJWM
148
Gilliland Jeter Wealth Management
Arkansas
– – -10 Closed
TAM
149
Tucker Asset Management
Colorado
– – -5 Closed
2 3 4 5
6