iShares Agency Bond ETF
AGZ
56 hedge funds and large institutions have $265M invested in iShares Agency Bond ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 4 closing their positions.
118% more capital inflows, than outflows
Capital inflows: $64.4M | Capital outflows: $29.6M
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% less funds holding
Funds holding: 58 → 56 (-2)
38% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$40.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.8M |
| 3 |
BB&T Securities
Richmond,
Virginia
|
+$1.14M |
| 4 |
Goldman Sachs
New York
|
+$696K |
| 5 |
Charles Schwab
San Francisco,
California
|
+$511K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$10.3M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
-$6.62M |
| 3 |
Morgan Stanley
New York
|
-$5.31M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.36M |
| 5 |
BCM
Bluefin Capital Management
New York
|
-$733K |
AGZ Hedge Fund Activity: Q3 2013 in Review
56 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q3 2013, worth a combined $265M — up 9.2% from $243M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AGZ positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 24 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $40.4M. The largest seller was Jane Street, cutting an estimated $10.3M.
- 56 institutional investors held iShares Agency Bond ETF (AGZ) as of Q3 2013, down from 58 in Q2 2013.
- Funds reported $265M of iShares Agency Bond ETF stock for Q3 2013, up 9.2% quarter-over-quarter.
- 5 funds opened new iShares Agency Bond ETF positions in Q3 2013 and 4 closed out, a net change of +1 holder.
- The largest iShares Agency Bond ETF buyer in Q3 2013 was Charles Schwab Investment Advisory, an estimated $40.4M added.
- The largest iShares Agency Bond ETF seller in Q3 2013 was Jane Street, an estimated $10.3M sold.
Based on aggregated 13F filings for Q3 2013.