iShares Agency Bond ETF
AGZ
77 hedge funds and large institutions have $467M invested in iShares Agency Bond ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 13 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
0.84% less ownership
Funds ownership: 77.19% → 76.35% (-0.84%)
4% less capital invested
Capital invested by funds: $485M → $467M (-$17.5M)
5% less funds holding
Funds holding: 81 → 77 (-4)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$7.95M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.88M |
| 3 |
TA
Tiedemann Advisors
New York
|
+$1.14M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.1M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$899K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.16M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.25M |
| 3 |
AB
AT Bancorp
Dubuque,
Iowa
|
-$2.16M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.8M |
| 5 |
ACP
Ashfield Capital Partners
San Francisco,
California
|
-$1.16M |
AGZ Hedge Fund Activity: Q4 2016 in Review
77 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q4 2016, worth a combined $467M — down 3.6% from $485M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of AGZ and 10 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 27 added.
The largest buyer was AssetMark Inc, adding an estimated $7.95M. The largest seller was Bank of America, cutting an estimated $4.16M.
- 77 institutional investors held iShares Agency Bond ETF (AGZ) as of Q4 2016, down from 81 in Q3 2016.
- Funds reported $467M of iShares Agency Bond ETF stock for Q4 2016, down 3.6% quarter-over-quarter.
- 10 funds opened new iShares Agency Bond ETF positions in Q4 2016 and 13 closed out, a net change of -3 holders.
- The largest iShares Agency Bond ETF buyer in Q4 2016 was AssetMark Inc, an estimated $7.95M added.
- The largest iShares Agency Bond ETF seller in Q4 2016 was Bank of America, an estimated $4.16M sold.
Based on aggregated 13F filings for Q4 2016.