iShares Agency Bond ETF
AGZ
143 hedge funds and large institutions have $453M invested in iShares Agency Bond ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 17 closing their positions.
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
112% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 17
51% more capital invested
Capital invested by funds: $299M → $453M (+$153M)
21% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 39
13% more funds holding
Funds holding: 126 → 143 (+17)
4.87% more ownership
Funds ownership: 52.88% → 57.75% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$95.7M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$54M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.98M |
| 4 |
CFG
Capstone Financial Group
Oklahoma City,
Oklahoma
|
+$4.95M |
| 5 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
+$4.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$55.5M |
| 2 |
BlackRock
New York
|
-$17.3M |
| 3 |
KCM
Karp Capital Management
Sausalito,
California
|
-$11.4M |
| 4 |
Jane Street
New York
|
-$8.09M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.76M |
AGZ Hedge Fund Activity: Q1 2020 in Review
143 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2020, worth a combined $453M — up 51% from $299M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AGZ positions and 17 closed out — a net gain of 19 holders — while 47 added to existing stakes and 39 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $95.7M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $55.5M sold.
- 143 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2020, up from 126 in Q4 2019.
- Funds reported $453M of iShares Agency Bond ETF stock for Q1 2020, up 51% quarter-over-quarter.
- 36 funds opened new iShares Agency Bond ETF positions in Q1 2020 and 17 closed out, a net change of +19 holders.
- The largest iShares Agency Bond ETF buyer in Q1 2020 was AssetMark Inc, an estimated $95.7M added.
- The largest iShares Agency Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $55.5M sold.
Based on aggregated 13F filings for Q1 2020.