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iShares Agency Bond ETF
AGZ

Overview Fund Activity

135 hedge funds and large institutions have $449M invested in iShares Agency Bond ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 24 closing their positions.

Holders
135
Holders Change
-8
Holders Change %
-5.59%
% of All Funds
2.78%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
17
Increased
54
Reduced
41
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$28.5M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$17.3M
3
GT
3
Greenleaf Trust
Michigan
$13.2M
4
BlackRock
4
BlackRock
New York
$9.23M
5
CFG
5
Capstone Financial Group
Oklahoma
$13.1M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$47.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.17M
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$4.24M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$0
5
CAN
5
Claraphi Advisory Network
United States
$712K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$52.9M 437,183 -20,355 -4%
AssetMark Inc
2
AssetMark Inc
California
$47.3M 390,860 -420,529 -52%
Wells Fargo
3
Wells Fargo
California
$28.5M 235,078 +143,863 +158%
Bank of America
4
Bank of America
North Carolina
$21.6M 178,236 +1,313 +0.7%
RJA
5
Raymond James & Associates
Florida
$17.6M 145,599 +16,190 +13%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$17.4M 143,278 +23,693 +20%
HighTower Advisors
7
HighTower Advisors
Illinois
$17.3M 143,271 +139,948 +4,211%
US Bancorp
8
US Bancorp
Minnesota
$17.2M 141,978 +45,492 +47%
KeyBank National Association
9
KeyBank National Association
Ohio
$16.1M 132,812 +10,177 +8%
GT
10
Greenleaf Trust
Michigan
$13.2M 109,035 +109,035 New
CFG
11
Capstone Financial Group
Oklahoma
$13.1M 108,851 +48,948 +82%
UBS Group
12
UBS Group
Switzerland
$12.8M 105,506 +39,880 +61%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.8M 89,035 -30,059 -25%
Morgan Stanley
14
Morgan Stanley
New York
$9.87M 81,465 -12,236 -13%
BlackRock
15
BlackRock
New York
$9.23M 76,200 +76,200 New
RWM
16
RKL Wealth Management
Pennsylvania
$8.6M 70,981 +3,568 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.17M 67,438 -76,561 -53%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$7.67M 63,366 +24,012 +61%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$7.04M 58,105 +7,481 +15%
AFWM
20
AMJ Financial Wealth Management
Virginia
$6.02M 49,748 -17,483 -26%
JIR
21
James Investment Research
Ohio
$5.85M 48,330 -22,354 -32%
Citadel Advisors
22
Citadel Advisors
Florida
$5.65M 46,658 +37,237 +395%
HHRDM
23
H&H Retirement Design & Management
Nevada
$5.41M 44,682 -133 -0.3%
Ameriprise
24
Ameriprise
Minnesota
$4.82M 40,374 +17,966 +80%
LPL Financial
25
LPL Financial
California
$4.41M 36,376 +4,074 +13%
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