iShares Agency Bond ETF
AGZ
60 hedge funds and large institutions have $258M invested in iShares Agency Bond ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 60 → 60 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
3.7% less ownership
Funds ownership: 68.15% → 64.45% (-3.7%)
13% less capital invested
Capital invested by funds: $297M → $258M (-$39.1M)
33% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.36M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.76M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$2.39M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.24M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$940K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$14.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.74M |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$5.21M |
| 5 |
Morgan Stanley
New York
|
-$4.6M |
AGZ Hedge Fund Activity: Q1 2014 in Review
60 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2014, worth a combined $258M — down 13% from $297M a quarter earlier.
Fund positioning in AGZ was balanced in Q1 2014: 6 funds opened new positions, 6 closed out, 18 added to existing stakes and 27 trimmed.
The largest buyer was US Bancorp, adding an estimated $3.36M. The largest seller was Beaumont Financial Advisors, cutting an estimated $14.7M.
- 60 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $258M of iShares Agency Bond ETF stock for Q1 2014, down 13% quarter-over-quarter.
- 6 funds opened new iShares Agency Bond ETF positions in Q1 2014 and 6 closed out, a net change of 0 holders.
- The largest iShares Agency Bond ETF buyer in Q1 2014 was US Bancorp, an estimated $3.36M added.
- The largest iShares Agency Bond ETF seller in Q1 2014 was Beaumont Financial Advisors, an estimated $14.7M sold.
Based on aggregated 13F filings for Q1 2014.