iShares Agency Bond ETF
AGZ
144 hedge funds and large institutions have $456M invested in iShares Agency Bond ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 19 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
2% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 49
3% less capital invested
Capital invested by funds: $471M → $456M (-$14.9M)
4.05% less ownership
Funds ownership: 69.52% → 65.47% (-4%)
6% less funds holding
Funds holding: 154 → 144 (-10)
47% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 19
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.54M |
| 2 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
+$8.48M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$5.01M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$4.78M |
| 5 |
BlackRock
New York
|
+$4.14M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.9M |
| 2 |
Morgan Stanley
New York
|
-$8.69M |
| 3 |
AssetMark Inc
Concord,
California
|
-$8.27M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.75M |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$4M |
AGZ Hedge Fund Activity: Q1 2024 in Review
144 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2024, worth a combined $456M — down 3.2% from $471M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of AGZ and 10 opened new positions — a net loss of 9 holders — while 49 trimmed existing stakes and 50 added.
The largest buyer was Envestnet Asset Management, adding an estimated $8.54M. The largest seller was Ameriprise, cutting an estimated $12.9M.
- 144 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2024, down from 154 in Q4 2023.
- Funds reported $456M of iShares Agency Bond ETF stock for Q1 2024, down 3.2% quarter-over-quarter.
- 10 funds opened new iShares Agency Bond ETF positions in Q1 2024 and 19 closed out, a net change of -9 holders.
- The largest iShares Agency Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $8.54M added.
- The largest iShares Agency Bond ETF seller in Q1 2024 was Ameriprise, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2024.