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iShares Agency Bond ETF
AGZ
AGZ
137 hedge funds and large institutions have $420M invested in iShares Agency Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
1.12% more ownership
Funds ownership: 65.47% → 66.6% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less funds holding
Funds holding: 144 → 137 (-7)
8% less capital invested
Capital invested by funds: $456M → $420M (-$36M)
17% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 47
30% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 20
Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
39
Reduced
47
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
+$17.9M |
| 2 |
Jane Street
New York
|
+$2.95M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.81M |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$2.66M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.61M |
Top Sellers
| 1 |
AssetMark Inc
Concord,
California
|
-$41.3M |
| 2 |
BlackRock
New York
|
-$10.4M |
| 3 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$8.52M |
| 4 |
ACM
Andina Capital Management
Lehi,
Utah
|
-$4.28M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NCTC
151
New Covenant Trust Company
Jeffersonville,
Indiana
| – | -$57.6K | -533 | Closed |
|
|
CAL
152
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$45K | -418 | Closed |
|
|
AWM
153
Ameliora Wealth Management
Zurich,
Switzerland
| – | -$27.6K | -255 | Closed |
|
154
William Blair & Company
Chicago,
Illinois
| – | -$19.4K | -180 | Closed |
|
|
WP
155
WealthShield Partners
Cary,
North Carolina
| – | -$14.4K | -133 | Closed |
|
|
HR
156
Howe & Rusling
Rochester,
New York
| – | -$11.5K | -106 | Closed |
|
|
GA
157
GoalVest Advisory
New York
| – | -$10.7K | -99 | Closed |
|
|
CA
158
CoreCap Advisors
Southfield,
Michigan
| – | -$3.46K | -32 | Closed |
|