iShares Agency Bond ETF
AGZ
82 hedge funds and large institutions have $323M invested in iShares Agency Bond ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
4% more funds holding
Funds holding: 79 → 82 (+3)
8.78% less ownership
Funds ownership: 75.72% → 66.94% (-8.8%)
14% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 29
33% less capital invested
Capital invested by funds: $482M → $323M (-$159M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.22M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$3.16M |
| 3 |
RWM
RKL Wealth Management
Lancaster,
Pennsylvania
|
+$2.08M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$1.61M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$146M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$19.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.04M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$2.33M |
| 5 |
Jane Street
New York
|
-$1.62M |
AGZ Hedge Fund Activity: Q2 2017 in Review
82 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q2 2017, worth a combined $323M — down 33% from $482M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AGZ positions and 8 closed out — a net gain of 4 holders — while 25 added to existing stakes and 29 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.22M. The largest seller was State Street, exiting entirely with an estimated $146M sold.
- 82 institutional investors held iShares Agency Bond ETF (AGZ) as of Q2 2017, up from 79 in Q1 2017.
- Funds reported $323M of iShares Agency Bond ETF stock for Q2 2017, down 33% quarter-over-quarter.
- 12 funds opened new iShares Agency Bond ETF positions in Q2 2017 and 8 closed out, a net change of +4 holders.
- The largest iShares Agency Bond ETF buyer in Q2 2017 was Wells Fargo, an estimated $4.22M added.
- The largest iShares Agency Bond ETF seller in Q2 2017 was State Street, an estimated $146M sold.
Based on aggregated 13F filings for Q2 2017.