iShares Agency Bond ETF
AGZ
58 hedge funds and large institutions have $255M invested in iShares Agency Bond ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
5% more capital invested
Capital invested by funds: $242M → $255M (+$13.1M)
4% more funds holding
Funds holding: 56 → 58 (+2)
1.44% more ownership
Funds ownership: 63.76% → 65.2% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$10.6M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$3.2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.88M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.8M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$923K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.15M |
| 2 |
ACP
Ashfield Capital Partners
San Francisco,
California
|
-$1.57M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$873K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$759K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$669K |
AGZ Hedge Fund Activity: Q3 2014 in Review
58 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q3 2014, worth a combined $255M — up 5.4% from $242M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AGZ positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 20 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $10.6M. The largest seller was PNC Financial Services Group, cutting an estimated $4.15M.
- 58 institutional investors held iShares Agency Bond ETF (AGZ) as of Q3 2014, up from 56 in Q2 2014.
- Funds reported $255M of iShares Agency Bond ETF stock for Q3 2014, up 5.4% quarter-over-quarter.
- 6 funds opened new iShares Agency Bond ETF positions in Q3 2014 and 4 closed out, a net change of +2 holders.
- The largest iShares Agency Bond ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $10.6M added.
- The largest iShares Agency Bond ETF seller in Q3 2014 was PNC Financial Services Group, an estimated $4.15M sold.
Based on aggregated 13F filings for Q3 2014.