iShares Agency Bond ETF
AGZ
157 hedge funds and large institutions have $513M invested in iShares Agency Bond ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 15 closing their positions.
87% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 15
33% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 43
12.54% more ownership
Funds ownership: 55.63% → 68.17% (+13%)
8% more funds holding
Funds holding: 145 → 157 (+12)
0% more capital invested
Capital invested by funds: $512M → $513M (+$1.41M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$25.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.01M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.38M |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$2.89M |
| 5 |
Asset Management One
Tokyo,
Japan
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.6M |
| 2 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
-$8.59M |
| 3 |
BlackRock
New York
|
-$7.65M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.35M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.91M |
AGZ Hedge Fund Activity: Q1 2021 in Review
157 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2021, worth a combined $513M — up 0.28% from $512M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new AGZ positions and 15 closed out — a net gain of 13 holders — while 57 added to existing stakes and 43 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $25.2M. The largest seller was Ameriprise, cutting an estimated $12.6M.
- 157 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2021, up from 145 in Q4 2020.
- Funds reported $513M of iShares Agency Bond ETF stock for Q1 2021, up 0.28% quarter-over-quarter.
- 28 funds opened new iShares Agency Bond ETF positions in Q1 2021 and 15 closed out, a net change of +13 holders.
- The largest iShares Agency Bond ETF buyer in Q1 2021 was AssetMark Inc, an estimated $25.2M added.
- The largest iShares Agency Bond ETF seller in Q1 2021 was Ameriprise, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2021.