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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.

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 Market Value Shares Shares
Change 		Shares
Change %
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$1K 9 +9 New
TAM
152
Tucker Asset Management
Colorado
$562 5 – –
EVM
153
Eaton Vance Management
Massachusetts
– – -57,449 Closed
FTUS
154
Flow Traders U.S.
New York
– – -17,896 Closed
OC
155
Oppenheimer & Co
New York
– – -16,749 Closed
Citadel Advisors
156
Citadel Advisors
Florida
– – -14,726 Closed
PCP
157
Proficio Capital Partners
Massachusetts
– – -11,312 Closed
Janus Henderson Group
158
Janus Henderson Group
United Kingdom
– – -7,737 Closed
HHRDM
159
H&H Retirement Design & Management
Nevada
– – -6,261 Closed
GC
160
Guggenheim Capital
Illinois
– – -5,066 Closed
AP
161
Advisor Partners
California
– – -3,731 Closed
Renaissance Technologies
162
Renaissance Technologies
New York
– – -3,406 Closed
EGA
163
Eagle Global Advisors
Texas
– – -2,485 Closed
MIM
164
Moseley Investment Management
Florida
– – -2,302 Closed
FA
165
Fermata Advisors
California
– – -2,227 Closed
PWM
166
Perigon Wealth Management
California
– – -1,766 Closed
PAS
167
Park Avenue Securities
New York
– – -1,742 Closed
DWP
168
Destiny Wealth Partners
Florida
– – -734 Closed
SCM
169
Shelton Capital Management
Colorado
– – -340 Closed
SCA
170
Snowden Capital Advisors
New York
– – -217 Closed
CA
171
CoreCap Advisors
Michigan
– – -110 Closed
SWM
172
Selective Wealth Management
Virginia
$0 1 – –
3 4 5 6
7