iShares Agency Bond ETF
AGZ
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.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
37% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 27
7% more funds holding
Funds holding: 103 → 110 (+7)
6% more capital invested
Capital invested by funds: $269M → $284M (+$15.1M)
1.54% less ownership
Funds ownership: 53.2% → 51.66% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.2M |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
+$5.08M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.38M |
| 4 |
BlackRock
New York
|
+$2.84M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$12.4M |
| 2 |
AssetMark Inc
Concord,
California
|
-$2.45M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.06M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.23M |
| 5 |
ACP
Ashfield Capital Partners
San Francisco,
California
|
-$1.2M |
AGZ Hedge Fund Activity: Q2 2019 in Review
110 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q2 2019, worth a combined $284M — up 5.6% from $269M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new AGZ positions and 10 closed out — a net gain of 11 holders — while 37 added to existing stakes and 27 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.2M. The largest seller was Jane Street, cutting an estimated $12.4M.
- 110 institutional investors held iShares Agency Bond ETF (AGZ) as of Q2 2019, up from 103 in Q1 2019.
- Funds reported $284M of iShares Agency Bond ETF stock for Q2 2019, up 5.6% quarter-over-quarter.
- 21 funds opened new iShares Agency Bond ETF positions in Q2 2019 and 10 closed out, a net change of +11 holders.
- The largest iShares Agency Bond ETF buyer in Q2 2019 was Cambridge Investment Research Advisors, an estimated $6.2M added.
- The largest iShares Agency Bond ETF seller in Q2 2019 was Jane Street, an estimated $12.4M sold.
Based on aggregated 13F filings for Q2 2019.