AGZ icon

iShares Agency Bond ETF
AGZ

Overview Fund Activity

75 hedge funds and large institutions have $411M invested in iShares Agency Bond ETF in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
22
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VKH
1
Virtu KCG Holdings
New York
$7.64M
2
AB
2
AT Bancorp
Iowa
$5.57M
3
Wells Fargo
3
Wells Fargo
California
$99.4M
4
LI
4
LVZ Inc
Michigan
$2.78M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$2.49M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.8M
2
Jane Street
2
Jane Street
New York
$2.5M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$10.9M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$0
5
AssetMark Inc
5
AssetMark Inc
California
$44.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$99.4M 865,362 +34,260 +4%
CSIA
2
Charles Schwab Investment Advisory
California
$57.5M 500,914 -4,462 -0.9%
AssetMark Inc
3
AssetMark Inc
California
$44.4M 386,882 -32,528 -8%
Bank of America
4
Bank of America
North Carolina
$20.2M 175,641 +14,974 +9%
Ameriprise
5
Ameriprise
Minnesota
$18.2M 158,318 -20,181 -11%
US Bancorp
6
US Bancorp
Minnesota
$16.8M 146,171 -2,607 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.8M 120,270 -66,171 -35%
Morgan Stanley
8
Morgan Stanley
New York
$11.6M 100,909 -3,055 -3%
KeyBank National Association
9
KeyBank National Association
Ohio
$10.9M 95,098 -38,204 -29%
LPL Financial
10
LPL Financial
California
$10.2M 89,179 +1,432 +2%
JIR
11
James Investment Research
Ohio
$7.99M 69,584 -1,667 -2%
VKH
12
Virtu KCG Holdings
New York
$7.64M 66,465 +66,465 New
RJA
13
Raymond James & Associates
Florida
$7.46M 64,944 +18,910 +41%
ACP
14
Ashfield Capital Partners
California
$6.88M 59,890 -3,455 -5%
UBS Group
15
UBS Group
Switzerland
$6.84M 59,519 -7,878 -12%
AB
16
AT Bancorp
Iowa
$5.57M 48,466 +36,335 +300%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$5.41M 47,060 -715 -1%
MIS
18
Morningstar Investment Services
Illinois
$4.59M 39,908 +3,565 +10%
ACM
19
Arlington Capital Management
Illinois
$3.94M 34,277 +2,995 +10%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.71M 32,297 -14,809 -31%
Charles Schwab
21
Charles Schwab
California
$3.31M 28,819 -697 -2%
BA
22
BlackRock Advisors
Delaware
$3M 26,105 +4,479 +21%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$2.96M 25,736 +54 +0.2%
ZB
24
Zions Bancorporation
Utah
$2.89M 25,195 -81 -0.3%
LI
25
LVZ Inc
Michigan
$2.78M 24,174 +24,174 New
1
2 3 4