iShares Agency Bond ETF
AGZ
142 hedge funds and large institutions have $340M invested in iShares Agency Bond ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 52 reducing their positions, and 22 closing their positions.
23% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 22
1.86% more ownership
Funds ownership: 56.86% → 58.73% (+1.9%)
2% more capital invested
Capital invested by funds: $334M → $340M (+$6.16M)
0% more funds holding
Funds holding: 142 → 142 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
29% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$17.7M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$9.71M |
| 3 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$4.12M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.99M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$10.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.9M |
| 3 |
LI
LMCG Investments
Boston,
Massachusetts
|
-$4.11M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.36M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.85M |
AGZ Hedge Fund Activity: Q4 2022 in Review
142 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q4 2022, worth a combined $340M — up 1.8% from $334M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new AGZ positions and 22 closed out — a net gain of 5 holders — while 37 added to existing stakes and 52 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $17.7M. The largest seller was Jane Street, cutting an estimated $10.7M.
- 142 institutional investors held iShares Agency Bond ETF (AGZ) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $340M of iShares Agency Bond ETF stock for Q4 2022, up 1.8% quarter-over-quarter.
- 27 funds opened new iShares Agency Bond ETF positions in Q4 2022 and 22 closed out, a net change of +5 holders.
- The largest iShares Agency Bond ETF buyer in Q4 2022 was Raymond James & Associates, an estimated $17.7M added.
- The largest iShares Agency Bond ETF seller in Q4 2022 was Jane Street, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2022.