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iShares Agency Bond ETF
AGZ
AGZ
154 hedge funds and large institutions have $471M invested in iShares Agency Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 71 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
64% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 14
11% more capital invested
Capital invested by funds: $423M → $471M (+$48.1M)
4.53% more ownership
Funds ownership: 65% → 69.52% (+4.5%)
3% more funds holding
Funds holding: 149 → 154 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
51% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 71
Holders
154
Holders Change
+5
Holders Change %
+3.36%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
35
Reduced
71
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$36.2M |
| 2 |
Morgan Stanley
New York
|
+$8.44M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.29M |
| 4 |
BlackRock
New York
|
+$2.95M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.01M |
Top Sellers
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$4.66M |
| 2 |
AssetMark Inc
Concord,
California
|
-$2.97M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.81M |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$1.87M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.62M |
