AGZ icon

iShares Agency Bond ETF

110 hedge funds and large institutions have $284M invested in iShares Agency Bond ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
21
Increased
37
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$56.7M 491,849 -10,770 -2%
AssetMark Inc
2
AssetMark Inc
California
$47.8M 414,796 -21,559 -5%
Bank of America
3
Bank of America
North Carolina
$17.1M 148,412 +29,705 +25%
RJA
4
Raymond James & Associates
Florida
$13M 112,529 -7 -0%
KeyBank National Association
5
KeyBank National Association
Ohio
$11.9M 103,452 +265 +0.3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$9.65M 83,730 -6,137 -7%
JIR
7
James Investment Research
Ohio
$9.06M 78,648 +44,634 +131%
Morgan Stanley
8
Morgan Stanley
New York
$7.15M 62,025 -7,385 -11%
KCM
9
Karp Capital Management
California
$6.96M 60,356 +14,884 +33%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$6.82M 59,158 +7,207 +14%
RWM
11
RKL Wealth Management
Pennsylvania
$6.71M 58,269 +7,325 +14%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.65M 57,669 +54,426 +1,678%
BlackRock
13
BlackRock
New York
$6.24M 54,167 +24,987 +86%
Wells Fargo
14
Wells Fargo
California
$5.89M 51,111 -3,147 -6%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$5.01M 43,450 +190 +0.4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.06M 35,226 -9 -0%
UBS Group
17
UBS Group
Switzerland
$3.65M 31,694 +1,670 +6%
US Bancorp
18
US Bancorp
Minnesota
$3.3M 28,591 -2,630 -8%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$3.25M 28,322 +20,046 +242%
ACP
20
Aveo Capital Partners
Colorado
$2.96M 25,744 +750 +3%
Citadel Advisors
21
Citadel Advisors
Florida
$2.92M 25,342 +3,196 +14%
LPL Financial
22
LPL Financial
California
$2.9M 25,142 +667 +3%
HPC
23
HM Payson & Co
Maine
$2.66M 23,046
CFG
24
Cooper Financial Group
California
$2.24M 19,436 +19,436 New
Asset Management One
25
Asset Management One
Japan
$1.9M 16,450 +8,952 +119%