iShares Agency Bond ETF
AGZ
60 hedge funds and large institutions have $372M invested in iShares Agency Bond ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
45% more capital invested
Capital invested by funds: $255M → $372M (+$116M)
18.13% more ownership
Funds ownership: 65.2% → 83.33% (+18%)
3% more funds holding
Funds holding: 58 → 60 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$66.5M |
| 2 |
AssetMark Inc
Concord,
California
|
+$47.5M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.24M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.66M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$5.87M |
| 2 |
Jane Street
New York
|
-$3.95M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.04M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.45M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.87M |
AGZ Hedge Fund Activity: Q4 2014 in Review
60 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q4 2014, worth a combined $372M — up 45% from $255M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AGZ positions and 7 closed out — a net gain of 4 holders — while 22 added to existing stakes and 14 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $66.5M. The largest seller was Managed Account Advisors, cutting an estimated $5.87M.
- 60 institutional investors held iShares Agency Bond ETF (AGZ) as of Q4 2014, up from 58 in Q3 2014.
- Funds reported $372M of iShares Agency Bond ETF stock for Q4 2014, up 45% quarter-over-quarter.
- 11 funds opened new iShares Agency Bond ETF positions in Q4 2014 and 7 closed out, a net change of +4 holders.
- The largest iShares Agency Bond ETF buyer in Q4 2014 was Beaumont Financial Advisors, an estimated $66.5M added.
- The largest iShares Agency Bond ETF seller in Q4 2014 was Managed Account Advisors, an estimated $5.87M sold.
Based on aggregated 13F filings for Q4 2014.