iShares Agency Bond ETF
AGZ
126 hedge funds and large institutions have $299M invested in iShares Agency Bond ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 12 closing their positions.
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 35
13% more funds holding
Funds holding: 112 → 126 (+14)
2.21% less ownership
Funds ownership: 55.09% → 52.88% (-2.2%)
7% less capital invested
Capital invested by funds: $321M → $299M (-$22.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$17.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.04M |
| 3 |
Jane Street
New York
|
+$5.71M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$4.94M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$48.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$8.53M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.08M |
| 4 |
MWPCG
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
-$2.73M |
| 5 |
Janus Henderson Group
London,
|
-$2.71M |
AGZ Hedge Fund Activity: Q4 2019 in Review
126 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q4 2019, worth a combined $299M — down 6.9% from $321M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new AGZ positions and 12 closed out — a net gain of 14 holders — while 42 added to existing stakes and 35 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $17.4M. The largest seller was AssetMark Inc, cutting an estimated $48.2M.
- 126 institutional investors held iShares Agency Bond ETF (AGZ) as of Q4 2019, up from 112 in Q3 2019.
- Funds reported $299M of iShares Agency Bond ETF stock for Q4 2019, down 6.9% quarter-over-quarter.
- 26 funds opened new iShares Agency Bond ETF positions in Q4 2019 and 12 closed out, a net change of +14 holders.
- The largest iShares Agency Bond ETF buyer in Q4 2019 was BlackRock, an estimated $17.4M added.
- The largest iShares Agency Bond ETF seller in Q4 2019 was AssetMark Inc, an estimated $48.2M sold.
Based on aggregated 13F filings for Q4 2019.