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iShares Agency Bond ETF
AGZ
AGZ
144 hedge funds and large institutions have $425M invested in iShares Agency Bond ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
28% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 18
21% more capital invested
Capital invested by funds: $350M → $425M (+$75M)
1% more funds holding
Funds holding: 142 → 144 (+2)
5% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 44
0.64% more ownership
Funds ownership: 60.44% → 61.08% (+0.64%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
46
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AssetMark Inc
Concord,
California
|
+$45.5M |
| 2 |
Jane Street
New York
|
+$21.6M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$11.2M |
| 4 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$3.83M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.61M |
Top Sellers
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$19.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.85M |
| 3 |
BA
Bridge Advisory
Pasadena,
California
|
-$3.48M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$2.47M |
| 5 |
Nomura Asset Management
Tokyo,
Japan
|
-$2.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Renaissance Technologies
New York
| – | -$436K | -4,100 | Closed |
|
|
CS
152
Comerica Securities
Detroit,
Michigan
| – | -$241K | -2,267 | Closed |
|
153
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$216K | -2,029 | Closed |
|
|
SL
154
Sentinus LLC
Oak Brook,
Illinois
| – | -$213K | -2,000 | Closed |
|
|
MCC
155
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$69.4K | -652 | Closed |
|
|
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$38.6K | -363 | Closed |
|
|
CT
157
Colonial Trust
Spartanburg,
South Carolina
| – | -$14.9K | -140 | Closed |
|
158
Rockefeller Capital Management
New York
| – | -$9K | -89 | Closed |
|
159
William Blair & Company
Chicago,
Illinois
| – | -$8.01K | -75 | Closed |
|
|
PMFA
160
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$6.28K | -59 | Closed |
|
|
LFG
161
Larson Financial Group
St Louis,
Missouri
| – | -$213 | -2 | Closed |
|
162
Fidelity Investments
Boston,
Massachusetts
| – | -$106 | -1 | Closed |
|