iShares Agency Bond ETF
AGZ
60 hedge funds and large institutions have $297M invested in iShares Agency Bond ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
60% more capital inflows, than outflows
Capital inflows: $49.6M | Capital outflows: $30.9M
7% more funds holding
Funds holding: 56 → 60 (+4)
17% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$10.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.15M |
| 4 |
Jane Street
New York
|
+$5.71M |
| 5 |
Virtu KCG Holdings
New York
|
+$2.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$11.3M |
| 2 |
AssetMark Inc
Concord,
California
|
-$7.86M |
| 3 |
Morgan Stanley
New York
|
-$2.75M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.8M |
AGZ Hedge Fund Activity: Q4 2013 in Review
60 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q4 2013, worth a combined $297M — up 12% from $265M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AGZ positions and 6 closed out — a net gain of 4 holders — while 19 added to existing stakes and 23 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $13M. The largest seller was Wells Fargo, cutting an estimated $11.3M.
- 60 institutional investors held iShares Agency Bond ETF (AGZ) as of Q4 2013, up from 56 in Q3 2013.
- Funds reported $297M of iShares Agency Bond ETF stock for Q4 2013, up 12% quarter-over-quarter.
- 10 funds opened new iShares Agency Bond ETF positions in Q4 2013 and 6 closed out, a net change of +4 holders.
- The largest iShares Agency Bond ETF buyer in Q4 2013 was Beaumont Financial Advisors, an estimated $13M added.
- The largest iShares Agency Bond ETF seller in Q4 2013 was Wells Fargo, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2013.