AGZ icon

iShares Agency Bond ETF

92 hedge funds and large institutions have $293M invested in iShares Agency Bond ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
27
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$58.3M 520,151 -20,372 -4%
AssetMark Inc
2
AssetMark Inc
California
$49.7M 442,993 +247,841 +127%
RJA
3
Raymond James & Associates
Florida
$21.6M 192,744 +15,287 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.3M 181,062 +87,852 +94%
Bank of America
5
Bank of America
North Carolina
$13.8M 122,771 +27,003 +28%
MIS
6
Morningstar Investment Services
Illinois
$13.7M 121,820 -729 -0.6%
KeyBank National Association
7
KeyBank National Association
Ohio
$11.1M 98,689 -4,744 -5%
WI
8
WBI Investments
New Jersey
$10.9M 97,311 +97,311 New
Morgan Stanley
9
Morgan Stanley
New York
$10.5M 93,486 +18,347 +24%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.79M 51,667 +47,538 +1,151%
RWM
11
RKL Wealth Management
Pennsylvania
$4.92M 43,908 +5,752 +15%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$4.82M 42,967 -566 -1%
JIR
13
James Investment Research
Ohio
$4.38M 39,100 -2,826 -7%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$4.21M 37,505 +13,397 +56%
US Bancorp
15
US Bancorp
Minnesota
$3.98M 35,508 +2,564 +8%
Wells Fargo
16
Wells Fargo
California
$3.98M 35,468 -20,666 -37%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.9M 34,818 +69 +0.2%
BFA
18
Beaumont Financial Advisors
Massachusetts
$3.52M 31,350 +25,427 +429%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.2M 28,539 +16,343 +134%
UBS Group
20
UBS Group
Switzerland
$2.82M 25,141 -13,034 -34%
ACP
21
Aveo Capital Partners
Colorado
$2.7M 24,100 +24,100 New
AB
22
AT Bancorp
Iowa
$2.62M 23,400 -2,085 -8%
PFC
23
Personal Financial Consultants
California
$2.49M 22,184 +22,184 New
LPL Financial
24
LPL Financial
California
$2.45M 21,884 +711 +3%
UIA
25
UBP Investment Advisors
Switzerland
$1.75M 15,574 -7,112 -31%