iShares Agency Bond ETF
AGZ
144 hedge funds and large institutions have $427M 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.
28% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 18
26% more capital invested
Capital invested by funds: $340M → $427M (+$87M)
2.35% more ownership
Funds ownership: 58.73% → 61.08% (+2.4%)
1% more funds holding
Funds holding: 142 → 144 (+2)
5% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 44
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$9.92M |
| 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 |
AGZ Hedge Fund Activity: Q1 2023 in Review
144 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2023, worth a combined $427M — up 26% from $340M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new AGZ positions and 18 closed out — a net gain of 5 holders — while 46 added to existing stakes and 44 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $45.5M. The largest seller was Pathstone Family Office, exiting entirely with an estimated $9.92M sold.
- 144 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2023, up from 142 in Q4 2022.
- Funds reported $427M of iShares Agency Bond ETF stock for Q1 2023, up 26% quarter-over-quarter.
- 23 funds opened new iShares Agency Bond ETF positions in Q1 2023 and 18 closed out, a net change of +5 holders.
- The largest iShares Agency Bond ETF buyer in Q1 2023 was AssetMark Inc, an estimated $45.5M added.
- The largest iShares Agency Bond ETF seller in Q1 2023 was Pathstone Family Office, an estimated $9.92M sold.
Based on aggregated 13F filings for Q1 2023.