iShares Agency Bond ETF
AGZ
56 hedge funds and large institutions have $242M invested in iShares Agency Bond ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 10 closing their positions.
0.69% less ownership
Funds ownership: 64.45% → 63.76% (-0.69%)
6% less capital invested
Capital invested by funds: $258M → $242M (-$15.5M)
7% less funds holding
Funds holding: 60 → 56 (-4)
25% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 24
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.16M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$3.01M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$1.19M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$901K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$756K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.33M |
| 2 |
Jane Street
New York
|
-$5.59M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$3.5M |
| 4 |
FNBOO
First National Bank of Omaha
Omaha,
Nebraska
|
-$1.97M |
| 5 |
Morgan Stanley
New York
|
-$1.96M |
AGZ Hedge Fund Activity: Q2 2014 in Review
56 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q2 2014, worth a combined $242M — down 6% from $258M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of AGZ and 7 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 18 added.
The largest buyer was Wells Fargo, adding an estimated $3.16M. The largest seller was Bank of America, cutting an estimated $7.33M.
- 56 institutional investors held iShares Agency Bond ETF (AGZ) as of Q2 2014, down from 60 in Q1 2014.
- Funds reported $242M of iShares Agency Bond ETF stock for Q2 2014, down 6% quarter-over-quarter.
- 7 funds opened new iShares Agency Bond ETF positions in Q2 2014 and 10 closed out, a net change of -3 holders.
- The largest iShares Agency Bond ETF buyer in Q2 2014 was Wells Fargo, an estimated $3.16M added.
- The largest iShares Agency Bond ETF seller in Q2 2014 was Bank of America, an estimated $7.33M sold.
Based on aggregated 13F filings for Q2 2014.