iShares Agency Bond ETF
AGZ
157 hedge funds and large institutions have $422M invested in iShares Agency Bond ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 20 closing their positions.
30% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 20
3% more funds holding
Funds holding: 152 → 157 (+5)
1.34% more ownership
Funds ownership: 54.48% → 55.82% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $423M → $422M (-$436K)
8% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$6.77M |
| 2 |
Jane Street
New York
|
+$5.84M |
| 3 |
Morgan Stanley
New York
|
+$5.61M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.97M |
| 5 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
+$3.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.45M |
| 2 |
CTFG
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
-$7.14M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$4.75M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.07M |
| 5 |
PGA
Portland Global Advisors
Portland,
Maine
|
-$3.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -8 | Closed |
|
|
SWM
177
Selective Wealth Management
Forest,
Virginia
| – | +$118 | +1 | New |
|
AGZ Hedge Fund Activity: Q4 2021 in Review
157 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q4 2021, worth a combined $422M — down 0.1% from $423M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new AGZ positions and 20 closed out — a net gain of 6 holders — while 48 added to existing stakes and 52 trimmed.
The largest buyer was Eaton Vance Management, opening a new position worth an estimated $6.77M. The largest seller was Bank of America, cutting an estimated $8.45M.
- 157 institutional investors held iShares Agency Bond ETF (AGZ) as of Q4 2021, up from 152 in Q3 2021.
- Funds reported $422M of iShares Agency Bond ETF stock for Q4 2021, down 0.1% quarter-over-quarter.
- 26 funds opened new iShares Agency Bond ETF positions in Q4 2021 and 20 closed out, a net change of +6 holders.
- The largest iShares Agency Bond ETF buyer in Q4 2021 was Eaton Vance Management, an estimated $6.77M added.
- The largest iShares Agency Bond ETF seller in Q4 2021 was Bank of America, an estimated $8.45M sold.
Based on aggregated 13F filings for Q4 2021.