iShares Agency Bond ETF
AGZ
143 hedge funds and large institutions have $360M invested in iShares Agency Bond ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 60 reducing their positions, and 22 closing their positions.
2.55% less ownership
Funds ownership: 60.96% → 58.4% (-2.6%)
6% less funds holding
Funds holding: 152 → 143 (-9)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
41% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 22
42% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 60
59% less capital inflows, than outflows
Capital inflows: $25.9M | Capital outflows: $62.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$7.74M |
| 2 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
+$4.06M |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
+$3.87M |
| 4 |
Asset Management One
Tokyo,
Japan
|
+$3.87M |
| 5 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UIA
UBP Investment Advisors
Geneva,
Switzerland
|
-$9.84M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.99M |
| 3 |
KCM
Karp Capital Management
Sausalito,
California
|
-$6.52M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$5.57M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$4.87M |
AGZ Hedge Fund Activity: Q2 2022 in Review
143 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q2 2022, worth a combined $360M — down 11% from $405M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of AGZ and 13 opened new positions — a net loss of 9 holders — while 60 trimmed existing stakes and 35 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $7.74M. The largest seller was UBP Investment Advisors, exiting entirely with an estimated $9.84M sold.
- 143 institutional investors held iShares Agency Bond ETF (AGZ) as of Q2 2022, down from 152 in Q1 2022.
- Funds reported $360M of iShares Agency Bond ETF stock for Q2 2022, down 11% quarter-over-quarter.
- 13 funds opened new iShares Agency Bond ETF positions in Q2 2022 and 22 closed out, a net change of -9 holders.
- The largest iShares Agency Bond ETF buyer in Q2 2022 was Citadel Advisors, an estimated $7.74M added.
- The largest iShares Agency Bond ETF seller in Q2 2022 was UBP Investment Advisors, an estimated $9.84M sold.
Based on aggregated 13F filings for Q2 2022.