iShares Agency Bond ETF
AGZ
99 hedge funds and large institutions have $315M invested in iShares Agency Bond ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 5 closing their positions.
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
21% more funds holding
Funds holding: 82 → 99 (+17)
2% more capital invested
Capital invested by funds: $307M → $315M (+$7.46M)
0.36% more ownership
Funds ownership: 65.21% → 65.58% (+0.36%)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$3.51M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$1.46M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$1.31M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$1.3M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$968K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.08M |
| 2 |
Morgan Stanley
New York
|
-$1.39M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$963K |
| 4 |
Janus Henderson Group
London,
|
-$838K |
| 5 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
-$789K |
AGZ Hedge Fund Activity: Q4 2017 in Review
99 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q4 2017, worth a combined $315M — up 2.4% from $307M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new AGZ positions and 5 closed out — a net gain of 17 holders — while 27 added to existing stakes and 27 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $3.51M. The largest seller was Bank of America, cutting an estimated $3.08M.
- 99 institutional investors held iShares Agency Bond ETF (AGZ) as of Q4 2017, up from 82 in Q3 2017.
- Funds reported $315M of iShares Agency Bond ETF stock for Q4 2017, up 2.4% quarter-over-quarter.
- 22 funds opened new iShares Agency Bond ETF positions in Q4 2017 and 5 closed out, a net change of +17 holders.
- The largest iShares Agency Bond ETF buyer in Q4 2017 was AssetMark Inc, an estimated $3.51M added.
- The largest iShares Agency Bond ETF seller in Q4 2017 was Bank of America, an estimated $3.08M sold.
Based on aggregated 13F filings for Q4 2017.