iShares Agency Bond ETF
AGZ
147 hedge funds and large institutions have $373M invested in iShares Agency Bond ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 24 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 51
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 157 → 147 (-10)
16.93% less ownership
Funds ownership: 68.17% → 51.24% (-17%)
27% less capital invested
Capital invested by funds: $513M → $373M (-$140M)
33% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.8M |
| 3 |
Asset Management One
Tokyo,
Japan
|
+$4.35M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$3.89M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$102M |
| 2 |
Jane Street
New York
|
-$39.4M |
| 3 |
GT
Greenleaf Trust
Kalamazoo,
Michigan
|
-$12.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5.97M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.18M |
AGZ Hedge Fund Activity: Q2 2021 in Review
147 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q2 2021, worth a combined $373M — down 27% from $513M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of AGZ and 16 opened new positions — a net loss of 8 holders — while 51 trimmed existing stakes and 56 added.
The largest buyer was Ameriprise, adding an estimated $11.2M. The largest seller was AssetMark Inc, cutting an estimated $102M.
- 147 institutional investors held iShares Agency Bond ETF (AGZ) as of Q2 2021, down from 157 in Q1 2021.
- Funds reported $373M of iShares Agency Bond ETF stock for Q2 2021, down 27% quarter-over-quarter.
- 16 funds opened new iShares Agency Bond ETF positions in Q2 2021 and 24 closed out, a net change of -8 holders.
- The largest iShares Agency Bond ETF buyer in Q2 2021 was Ameriprise, an estimated $11.2M added.
- The largest iShares Agency Bond ETF seller in Q2 2021 was AssetMark Inc, an estimated $102M sold.
Based on aggregated 13F filings for Q2 2021.