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iShares Agency Bond ETF
AGZ

Overview Fund Activity

151 hedge funds and large institutions have $536M invested in iShares Agency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
2.01%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
29
Increased
49
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.55M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$39.2M
3
Wells Fargo
3
Wells Fargo
California
$16.2M
4
MAC
4
Mason & Associates (California)
California
$17.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$17.1M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$3.47M
2
BlackRock
2
BlackRock
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.19M
4
Jane Street
4
Jane Street
New York
$978K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$23K +$428 +4 +2%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$22K +$17.1K +158 +343%
FVIM
128
Fort Vancouver Investment Management
Washington
$17.8K – – –
TFA
129
Toth Financial Advisory
Virginia
$16.2K – – –
AIP
130
Ameritas Investment Partners
Nebraska
$10.8K – – –
FFA
131
Founders Financial Alliance
North Carolina
$10.6K – – –
JHCP
132
Jackson Hole Capital Partners
Oklahoma
$10.6K – – –
POIA
133
Pin Oak Investment Advisors
Texas
$10K – – –
T
134
Transce3nd
Texas
$9.82K +$9.82K +91 New
LI
135
LRI Investments
Florida
$9.18K – – –
BWL
136
Bogart Wealth LLC
Virginia
$7.13K – – –
PIS
137
POM Investment Strategies
North Carolina
$6.15K +$6.15K +57 New
AIC
138
Archer Investment Corporation
Indiana
$5.39K +$108 +1 +2%
RTL
139
Red Tortoise LLC
Georgia
$5.04K +$107 +1 +2%
HBW
140
Hazlett, Burt & Watson
West Virginia
$4K – – –
WTFG
141
Wood Tarver Financial Group
Idaho
$4K +$4K +44 New
FWM
142
FLP Wealth Management
Arkansas
$3.78K +$3.78K +35 New
MCM
143
MAI Capital Management
Ohio
$3.78K +$3.78K +35 New
MCM
144
Mainstream Capital Management
California
$1.51K +$1.51K +14 New
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$1.19K -$6.91K -64 -85%
CA
146
CoreCap Advisors
Michigan
$1.08K +$972 +9 +900%
NWWA
147
New Wave Wealth Advisors
Arkansas
$1.08K +$1.08K +10 New
FWP
148
FAS Wealth Partners
Kansas
$540 – – –
Jones Financial Companies
149
Jones Financial Companies
Missouri
$432 +$432 +4 New
AF
150
Allworth Financial
California
$216 -$540 -5 -71%
3 4 5
6
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