iShares Agency Bond ETF
AGZ
112 hedge funds and large institutions have $321M invested in iShares Agency Bond ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 24 reducing their positions, and 12 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 24
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
13% more capital invested
Capital invested by funds: $284M → $321M (+$37M)
3.43% more ownership
Funds ownership: 51.66% → 55.09% (+3.4%)
2% more funds holding
Funds holding: 110 → 112 (+2)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.3M |
| 2 |
Jane Street
New York
|
+$7.28M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.87M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.69M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$6.24M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.04M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.51M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$2.66M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.56M |
AGZ Hedge Fund Activity: Q3 2019 in Review
112 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q3 2019, worth a combined $321M — up 13% from $284M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AGZ positions and 12 closed out — a net gain of 2 holders — while 51 added to existing stakes and 24 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $15.3M. The largest seller was BlackRock, exiting entirely with an estimated $6.24M sold.
- 112 institutional investors held iShares Agency Bond ETF (AGZ) as of Q3 2019, up from 110 in Q2 2019.
- Funds reported $321M of iShares Agency Bond ETF stock for Q3 2019, up 13% quarter-over-quarter.
- 14 funds opened new iShares Agency Bond ETF positions in Q3 2019 and 12 closed out, a net change of +2 holders.
- The largest iShares Agency Bond ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $15.3M added.
- The largest iShares Agency Bond ETF seller in Q3 2019 was BlackRock, an estimated $6.24M sold.
Based on aggregated 13F filings for Q3 2019.