iShares Agency Bond ETF
AGZ
154 hedge funds and large institutions have $464M 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.
127% more capital inflows, than outflows
Capital inflows: $71.9M | Capital outflows: $31.6M
64% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 14
3% more funds holding
Funds holding: 149 → 154 (+5)
3.36% more ownership
Funds ownership: 65% → 68.36% (+3.4%)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$36.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.29M |
| 3 |
BlackRock
New York
|
+$2.95M |
| 4 |
Avantax Advisory Services
Dallas,
Texas
|
+$2.01M |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
AGZ Hedge Fund Activity: Q4 2023 in Review
154 of the 6,873 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q4 2023, worth a combined $464M — up 9.5% from $423M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new AGZ positions and 14 closed out — a net gain of 9 holders — while 35 added to existing stakes and 71 trimmed.
The largest buyer was TRUE Private Wealth Advisors, opening a new position worth an estimated $36.2M. The largest seller was HighTower Advisors, cutting an estimated $4.66M.
- 154 institutional investors held iShares Agency Bond ETF (AGZ) as of Q4 2023, up from 149 in Q3 2023.
- Funds reported $464M of iShares Agency Bond ETF stock for Q4 2023, up 9.5% quarter-over-quarter.
- 23 funds opened new iShares Agency Bond ETF positions in Q4 2023 and 14 closed out, a net change of +9 holders.
- The largest iShares Agency Bond ETF buyer in Q4 2023 was TRUE Private Wealth Advisors, an estimated $36.2M added.
- The largest iShares Agency Bond ETF seller in Q4 2023 was HighTower Advisors, an estimated $4.66M sold.
Based on aggregated 13F filings for Q4 2023.