AGZ icon

iShares Agency Bond ETF

144 hedge funds and large institutions have $425M invested in iShares Agency Bond ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 18 closing their positions.

Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
46
Reduced
44
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$67.7M 625,773 +422,703 +208%
RJA
2
Raymond James & Associates
Florida
$34.3M 317,032 -98 -0%
Stifel Financial
3
Stifel Financial
Missouri
$33.6M 310,233 +22,334 +8%
HighTower Advisors
4
HighTower Advisors
Illinois
$27.3M 251,836 +5,896 +2%
Jane Street
5
Jane Street
New York
$26.9M 248,700 +200,512 +416%
Asset Management One
6
Asset Management One
Japan
$15M 138,242 +22,917 +20%
KeyBank National Association
7
KeyBank National Association
Ohio
$12.6M 116,615 -3,204 -3%
Bank of America
8
Bank of America
North Carolina
$12.2M 112,762 -1,555 -1%
Wells Fargo
9
Wells Fargo
California
$11.5M 106,080 -4,532 -4%
JIP
10
Jaffetilchin Investment Partners
Florida
$11.3M 104,447 +104,447 New
SFM
11
Signet Financial Management
New Jersey
$10.8M 99,464 -6,320 -6%
RWM
12
RKL Wealth Management
Pennsylvania
$10.4M 95,728 +1,399 +1%
AAS
13
Avantax Advisory Services
Texas
$8.48M 78,320 +5,548 +8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.25M 76,259 +21,622 +40%
EWM
15
Executive Wealth Management
Michigan
$8.05M 74,405 +35,657 +92%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$7.13M 65,908 -9,114 -12%
US Bancorp
17
US Bancorp
Minnesota
$6.9M 63,778 -2,890 -4%
Morgan Stanley
18
Morgan Stanley
New York
$6.08M 56,194 +1,327 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.32M 49,170 +33,579 +215%
UBS Group
20
UBS Group
Switzerland
$4.78M 44,127 +2,830 +7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.1M 37,859 +3,627 +11%
ACP
22
Aveo Capital Partners
Colorado
$3.92M 36,206 +30,521 +537%
Ameriprise
23
Ameriprise
Minnesota
$3.53M 32,543 -72,994 -69%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.5M 32,334 +4,879 +18%
MWPCG
25
Measured Wealth Private Client Group
New Hampshire
$3.45M 31,856 -1,110 -3%