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iShares Agency Bond ETF
AGZ

152 hedge funds and large institutions have $405M invested in iShares Agency Bond ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

5.14% more ownership

Funds ownership: 55.82% → 60.96% (+5.1%)

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

4% less capital invested

Capital invested by funds: $422M → $405M (-$17.4M)

3% less funds holding

Funds holding: 157 → 152 (-5)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
18
Increased
54
Reduced
50
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UIA
UBP Investment Advisors
Switzerland
+$27.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.83M
3
Ameriprise
Ameriprise
Minnesota
+$5.43M
4
CTFG
Capstone Triton Financial Group
Oklahoma
+$5.15M
5
NRI
NFP Retirement Inc
California
+$3.31M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.7M
2
EVM
Eaton Vance Management
Massachusetts
-$6.73M
3
Wells Fargo
Wells Fargo
California
-$5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.68M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$36.4M -$1.86M -16,205 -5%
Jane Street
2
Jane Street
New York
$30.5M +$2.73M +23,783 +10%
AssetMark Inc
3
AssetMark Inc
California
$26.3M -$105K -910 -0.4%
HighTower Advisors
4
HighTower Advisors
Illinois
$23.6M +$425K +3,698 +2%
US Bancorp
5
US Bancorp
Minnesota
$16.2M +$455K +3,963 +3%
Wells Fargo
6
Wells Fargo
California
$15.8M -$5M -43,567 -24%
Bank of America
7
Bank of America
North Carolina
$15.8M +$572K +4,981 +4%
KeyBank National Association
8
KeyBank National Association
Ohio
$14.2M +$151K +1,316 +1%
RJA
9
Raymond James & Associates
Florida
$12.3M +$2.18M +18,995 +21%
RWM
10
RKL Wealth Management
Pennsylvania
$10.6M +$40.4K +352 +0.4%
Asset Management One
11
Asset Management One
Japan
$10.1M -$500K -4,351 -5%
UIA
12
UBP Investment Advisors
Switzerland
$9.84M +$27.7M +240,739 +933%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$9.74M +$131K +1,137 +1%
Morgan Stanley
14
Morgan Stanley
New York
$9.01M -$9.7M -84,441 -51%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$8.64M +$8.83M +76,910 New
Ameriprise
16
Ameriprise
Minnesota
$8.62M +$5.43M +47,299 +161%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.47M -$4.68M -40,777 -35%
BA
18
Bridge Advisory
California
$8M +$2.18M +18,954 +36%
KCM
19
Karp Capital Management
California
$7.29M +$697K +6,068 +10%
LI
20
LMCG Investments
Massachusetts
$6.51M +$6.66M +57,973 New
MWPCG
21
Measured Wealth Private Client Group
New Hampshire
$5.31M +$862K +7,500 +19%
RCAG
22
Rehmann Capital Advisory Group
Michigan
$5.03M +$375K +3,264 +8%
AAS
23
Avantax Advisory Services
Texas
$4.97M +$174K +1,518 +4%
CTFG
24
Capstone Triton Financial Group
Oklahoma
$4.96M +$5.15M +44,852 New
UBS Group
25
UBS Group
Switzerland
$4.7M +$228K +1,986 +5%
1
2 3 4 5

AGZ Hedge Fund Activity: Q1 2022 in Review

152 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2022, worth a combined $405M — down 4.1% from $422M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AGZ and 18 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 54 added.

The largest buyer was UBP Investment Advisors, adding an estimated $27.7M. The largest seller was Morgan Stanley, cutting an estimated $9.7M.

  • 152 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2022, down from 157 in Q4 2021.
  • Funds reported $405M of iShares Agency Bond ETF stock for Q1 2022, down 4.1% quarter-over-quarter.
  • 18 funds opened new iShares Agency Bond ETF positions in Q1 2022 and 20 closed out, a net change of -2 holders.
  • The largest iShares Agency Bond ETF buyer in Q1 2022 was UBP Investment Advisors, an estimated $27.7M added.
  • The largest iShares Agency Bond ETF seller in Q1 2022 was Morgan Stanley, an estimated $9.7M sold.

Based on aggregated 13F filings for Q1 2022.