AGZ icon

iShares Agency Bond ETF
AGZ

Overview Fund Activity

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.

Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
27
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$10.7M
2
Wells Fargo
2
Wells Fargo
California
$79.2M
3
TA
3
Tiedemann Advisors
New York
$1.13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.09M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$5.74M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$16.2M
2
UBS Group
2
UBS Group
Switzerland
$3.65M
3
AB
3
AT Bancorp
Iowa
$1.58M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.8M
5
ACP
5
Ashfield Capital Partners
California
$5.32M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$152M 1,346,367 – –
Wells Fargo
2
Wells Fargo
California
$79.2M 702,980 +16,510 +2%
CSIA
3
Charles Schwab Investment Advisory
California
$56.6M 502,802 -1,699 -0.3%
US Bancorp
4
US Bancorp
Minnesota
$18.8M 166,912 +6,266 +4%
Bank of America
5
Bank of America
North Carolina
$16.2M 143,663 -36,600 -20%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.7M 130,793 -4,691 -3%
KeyBank National Association
7
KeyBank National Association
Ohio
$13.9M 123,854 +2,787 +2%
AssetMark Inc
8
AssetMark Inc
California
$10.7M 95,332 +69,831 +274%
Jane Street
9
Jane Street
New York
$9.71M 86,249 -10,025 -10%
RJA
10
Raymond James & Associates
Florida
$9.2M 81,670 -2,406 -3%
Morgan Stanley
11
Morgan Stanley
New York
$8.16M 72,449 +1,816 +3%
JIR
12
James Investment Research
Ohio
$7.51M 66,663 -812 -1%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$5.74M 50,928 +7,897 +18%
MIS
14
Morningstar Investment Services
Illinois
$5.45M 48,389 +3,914 +9%
ACP
15
Ashfield Capital Partners
California
$5.32M 47,202 -10,174 -18%
SG Americas Securities
16
SG Americas Securities
New York
$4.02M 35,680 – –
UBS Group
17
UBS Group
Switzerland
$3.65M 32,375 -28,573 -47%
BA
18
BlackRock Advisors
Delaware
$3.34M 29,697 +259 +0.9%
BRWA
19
B. Riley Wealth Advisors
Florida
$2.84M 25,180 +2,410 +11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.8M 24,832 -15,847 -39%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$2.78M 24,682 -552 -2%
ZB
22
Zions Bancorporation
Utah
$2.56M 22,690 +6,282 +38%
CI
23
Cambiar Investors
Colorado
$2.52M 22,376 +2,619 +13%
SPC
24
Sigma Planning Corp
Michigan
$2.47M 21,903 -8,904 -29%
LPL Financial
25
LPL Financial
California
$1.96M 17,418 -7,664 -31%
1
2 3 4