iShares Agency Bond ETF
AGZ
99 hedge funds and large institutions have $297M invested in iShares Agency Bond ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
6% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 31
0% more funds holding
Funds holding: 99 → 99 (0)
0.27% less ownership
Funds ownership: 65.58% → 65.31% (-0.27%)
6% less capital invested
Capital invested by funds: $315M → $297M (-$17.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.91M |
| 2 |
Janus Henderson Group
London,
|
+$3.46M |
| 3 |
LWS
Lucia Wealth Services
San Diego,
California
|
+$3.1M |
| 4 |
Morgan Stanley
New York
|
+$2.67M |
| 5 |
Goldman Sachs
New York
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$20.3M |
| 2 |
Jane Street
New York
|
-$6.09M |
| 3 |
BlackRock
New York
|
-$1.96M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$1.48M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$966K |
AGZ Hedge Fund Activity: Q1 2018 in Review
99 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2018, worth a combined $297M — down 5.5% from $315M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AGZ positions and 10 closed out — a net gain of 2 holders — while 33 added to existing stakes and 31 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $3.91M. The largest seller was Wells Fargo, cutting an estimated $20.3M.
- 99 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $297M of iShares Agency Bond ETF stock for Q1 2018, down 5.5% quarter-over-quarter.
- 12 funds opened new iShares Agency Bond ETF positions in Q1 2018 and 10 closed out, a net change of +2 holders.
- The largest iShares Agency Bond ETF buyer in Q1 2018 was Envestnet Asset Management, an estimated $3.91M added.
- The largest iShares Agency Bond ETF seller in Q1 2018 was Wells Fargo, an estimated $20.3M sold.
Based on aggregated 13F filings for Q1 2018.