iShares Agency Bond ETF
AGZ
145 hedge funds and large institutions have $512M invested in iShares Agency Bond ETF in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 12 closing their positions.
158% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 12
29% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 38
11% more funds holding
Funds holding: 131 → 145 (+14)
2% less capital invested
Capital invested by funds: $523M → $512M (-$11.4M)
4.12% less ownership
Funds ownership: 59.74% → 55.63% (-4.1%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$62M |
| 2 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
+$9.23M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.98M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$7.05M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$79.6M |
| 2 |
BlackRock
New York
|
-$16.1M |
| 3 |
AFWM
AMJ Financial Wealth Management
Leesburg,
Virginia
|
-$5.1M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$3.23M |
| 5 |
SMG
Smart Money Group
Eastland,
Texas
|
-$3.02M |
AGZ Hedge Fund Activity: Q4 2020 in Review
145 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q4 2020, worth a combined $512M — down 2.2% from $523M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new AGZ positions and 12 closed out — a net gain of 19 holders — while 49 added to existing stakes and 38 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $62M. The largest seller was Jane Street, cutting an estimated $79.6M.
- 145 institutional investors held iShares Agency Bond ETF (AGZ) as of Q4 2020, up from 131 in Q3 2020.
- Funds reported $512M of iShares Agency Bond ETF stock for Q4 2020, down 2.2% quarter-over-quarter.
- 31 funds opened new iShares Agency Bond ETF positions in Q4 2020 and 12 closed out, a net change of +19 holders.
- The largest iShares Agency Bond ETF buyer in Q4 2020 was AssetMark Inc, an estimated $62M added.
- The largest iShares Agency Bond ETF seller in Q4 2020 was Jane Street, an estimated $79.6M sold.
Based on aggregated 13F filings for Q4 2020.