AGZ icon

iShares Agency Bond ETF

103 hedge funds and large institutions have $269M invested in iShares Agency Bond ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
34
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$57.1M 502,619 -17,532 -3%
AssetMark Inc
2
AssetMark Inc
California
$49.6M 436,355 -6,638 -1%
Bank of America
3
Bank of America
North Carolina
$13.5M 118,707 -4,064 -3%
RJA
4
Raymond James & Associates
Florida
$12.8M 112,536 -80,208 -42%
Jane Street
5
Jane Street
New York
$12.7M 111,887 +111,887 New
KeyBank National Association
6
KeyBank National Association
Ohio
$11.7M 103,187 +4,498 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.2M 89,867 -91,195 -50%
Morgan Stanley
8
Morgan Stanley
New York
$7.88M 69,410 -24,076 -26%
Wells Fargo
9
Wells Fargo
California
$6.16M 54,258 +18,790 +53%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$5.9M 51,951 +23,412 +82%
RWM
11
RKL Wealth Management
Pennsylvania
$5.79M 50,944 +7,036 +16%
KCM
12
Karp Capital Management
California
$5.16M 45,472 +35,797 +370%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$4.91M 43,260 +293 +0.7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4M 35,235 +417 +1%
JIR
15
James Investment Research
Ohio
$3.86M 34,014 -5,086 -13%
US Bancorp
16
US Bancorp
Minnesota
$3.55M 31,221 -4,287 -12%
UBS Group
17
UBS Group
Switzerland
$3.41M 30,024 +4,883 +19%
BlackRock
18
BlackRock
New York
$3.31M 29,180 +29,180 New
ACP
19
Aveo Capital Partners
Colorado
$2.84M 24,994 +894 +4%
LPL Financial
20
LPL Financial
California
$2.78M 24,475 +2,591 +12%
HPC
21
HM Payson & Co
Maine
$2.62M 23,046 +23,046 New
Citadel Advisors
22
Citadel Advisors
Florida
$2.52M 22,146 +22,146 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.51M 22,118 +21,043 +1,957%
AB
24
AT Bancorp
Iowa
$2.09M 18,399 -5,001 -21%
Ameriprise
25
Ameriprise
Minnesota
$2.01M 17,773 +9,898 +126%