iShares Agency Bond ETF
AGZ
149 hedge funds and large institutions have $423M invested in iShares Agency Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 16 closing their positions.
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
1% more funds holding
Funds holding: 147 → 149 (+2)
3% more capital invested
Capital invested by funds: $410M → $423M (+$12.8M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.87% less ownership
Funds ownership: 67.86% → 65% (-2.9%)
20% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$46.8M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$9.31M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$3.6M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$25.8M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$20.5M |
| 3 |
B
Bailard
Foster City,
California
|
-$2.91M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.9M |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$1.54M |
AGZ Hedge Fund Activity: Q3 2023 in Review
149 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q3 2023, worth a combined $423M — up 3.1% from $410M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new AGZ positions and 16 closed out — a net gain of 4 holders — while 44 added to existing stakes and 55 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $46.8M. The largest seller was Jane Street, cutting an estimated $25.8M.
- 149 institutional investors held iShares Agency Bond ETF (AGZ) as of Q3 2023, up from 147 in Q2 2023.
- Funds reported $423M of iShares Agency Bond ETF stock for Q3 2023, up 3.1% quarter-over-quarter.
- 20 funds opened new iShares Agency Bond ETF positions in Q3 2023 and 16 closed out, a net change of +4 holders.
- The largest iShares Agency Bond ETF buyer in Q3 2023 was AssetMark Inc, an estimated $46.8M added.
- The largest iShares Agency Bond ETF seller in Q3 2023 was Jane Street, an estimated $25.8M sold.
Based on aggregated 13F filings for Q3 2023.