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iShares Agency Bond ETF
AGZ

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 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

5.14% more ownership

Funds ownership: 55.82% → 60.96% (+5.1%)

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

4% less capital invested

Capital invested by funds: $422M → $405M (-$17.4M)

3% less funds holding

Funds holding: 157 → 152 (-5)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
2.4%
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
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UIA
UBP Investment Advisors
Switzerland
+$27.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.83M
3
Ameriprise
Ameriprise
Minnesota
+$5.43M
4
CTFG
Capstone Triton Financial Group
Oklahoma
+$5.15M
5
NRI
NFP Retirement Inc
California
+$3.31M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.7M
2
EVM
Eaton Vance Management
Massachusetts
-$6.73M
3
Wells Fargo
Wells Fargo
California
-$5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$1K +$1.03K +9 New
TAM
152
Tucker Asset Management
Colorado
$562 – – –
EVM
153
Eaton Vance Management
Massachusetts
– -$6.73M -57,449 Closed
FTUS
154
Flow Traders U.S.
New York
– -$2.1M -17,896 Closed
OC
155
Oppenheimer & Co
New York
– -$1.96M -16,749 Closed
Citadel Advisors
156
Citadel Advisors
Florida
– -$1.73M -14,726 Closed
PCP
157
Proficio Capital Partners
Massachusetts
– -$1.32M -11,312 Closed
Janus Henderson Group
158
Janus Henderson Group
United Kingdom
– -$907K -7,737 Closed
HHRDM
159
H&H Retirement Design & Management
Nevada
– -$716K -6,261 Closed
GC
160
Guggenheim Capital
Illinois
– -$594K -5,066 Closed
AP
161
Advisor Partners
California
– -$438K -3,731 Closed
Renaissance Technologies
162
Renaissance Technologies
New York
– -$399K -3,406 Closed
EGA
163
Eagle Global Advisors
Texas
– -$291K -2,485 Closed
MIM
164
Moseley Investment Management
Florida
– -$270K -2,302 Closed
FA
165
Fermata Advisors
California
– -$261K -2,227 Closed
IFG
166
Independent Financial Group
California
– -$220K -1,874 Closed
PWM
167
Perigon Wealth Management
California
– -$207K -1,766 Closed
PAS
168
Park Avenue Securities
New York
– -$204K -1,742 Closed
DWP
169
Destiny Wealth Partners
Florida
– -$86K -734 Closed
SCM
170
Shelton Capital Management
Colorado
– -$40K -340 Closed
SCA
171
Snowden Capital Advisors
New York
– -$25K -217 Closed
CA
172
CoreCap Advisors
Michigan
– -$13K -110 Closed
3 4 5 6
7

AGZ Hedge Fund Activity: Q1 2022 in Review

152 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2022, worth a combined $405M — down 4.1% from $422M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AGZ and 18 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 54 added.

The largest buyer was UBP Investment Advisors, adding an estimated $27.7M. The largest seller was Morgan Stanley, cutting an estimated $9.7M.

  • 152 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2022, down from 157 in Q4 2021.
  • Funds reported $405M of iShares Agency Bond ETF stock for Q1 2022, down 4.1% quarter-over-quarter.
  • 18 funds opened new iShares Agency Bond ETF positions in Q1 2022 and 20 closed out, a net change of -2 holders.
  • The largest iShares Agency Bond ETF buyer in Q1 2022 was UBP Investment Advisors, an estimated $27.7M added.
  • The largest iShares Agency Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $9.7M sold.

Based on aggregated 13F filings for Q1 2022.