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iShares Agency Bond ETF
AGZ
AGZ
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.
New
Increased
Maintained
Reduced
Closed
28% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 18
21% more capital invested
Capital invested by funds: $350M → $425M (+$75M)
1% more funds holding
Funds holding: 142 → 144 (+2)
5% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 44
0.64% more ownership
Funds ownership: 60.44% → 61.08% (+0.64%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
2.29%
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
–
Top Buyers
| 1 |
AssetMark Inc
Concord,
California
|
+$45.5M |
| 2 |
Jane Street
New York
|
+$21.6M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$11.2M |
| 4 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$3.83M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.61M |
Top Sellers
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$19.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.85M |
| 3 |
BA
Bridge Advisory
Pasadena,
California
|
-$3.48M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$2.47M |
| 5 |
Nomura Asset Management
Tokyo,
Japan
|
-$2.28M |
