iShares Agency Bond ETF
AGZ
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.
32% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 41
1% less capital invested
Capital invested by funds: $453M → $449M (-$3.24M)
1.06% less ownership
Funds ownership: 57.75% → 56.69% (-1.1%)
6% less funds holding
Funds holding: 143 → 135 (-8)
29% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 24
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$17.4M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$16.9M |
| 3 |
GT
Greenleaf Trust
Kalamazoo,
Michigan
|
+$13.2M |
| 4 |
BlackRock
New York
|
+$9.2M |
| 5 |
CFG
Capstone Financial Group
Oklahoma City,
Oklahoma
|
+$5.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$50.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.24M |
| 3 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$4.97M |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$4.53M |
| 5 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$4.35M |
AGZ Hedge Fund Activity: Q2 2020 in Review
135 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q2 2020, worth a combined $449M — down 0.72% from $453M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of AGZ and 17 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 54 added.
The largest buyer was Wells Fargo, adding an estimated $17.4M. The largest seller was AssetMark Inc, cutting an estimated $50.8M.
- 135 institutional investors held iShares Agency Bond ETF (AGZ) as of Q2 2020, down from 143 in Q1 2020.
- Funds reported $449M of iShares Agency Bond ETF stock for Q2 2020, down 0.72% quarter-over-quarter.
- 17 funds opened new iShares Agency Bond ETF positions in Q2 2020 and 24 closed out, a net change of -7 holders.
- The largest iShares Agency Bond ETF buyer in Q2 2020 was Wells Fargo, an estimated $17.4M added.
- The largest iShares Agency Bond ETF seller in Q2 2020 was AssetMark Inc, an estimated $50.8M sold.
Based on aggregated 13F filings for Q2 2020.