iShares Agency Bond ETF
AGZ
137 hedge funds and large institutions have $420M invested in iShares Agency Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 20 closing their positions.
1.12% more ownership
Funds ownership: 65.47% → 66.6% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less funds holding
Funds holding: 144 → 137 (-7)
8% less capital invested
Capital invested by funds: $456M → $420M (-$36M)
17% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 47
30% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
+$17.9M |
| 2 |
Jane Street
New York
|
+$2.95M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.81M |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$2.66M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$41.3M |
| 2 |
BlackRock
New York
|
-$10.4M |
| 3 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$8.52M |
| 4 |
ACM
Andina Capital Management
Lehi,
Utah
|
-$4.28M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.2M |
AGZ Hedge Fund Activity: Q2 2024 in Review
137 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q2 2024, worth a combined $420M — down 7.9% from $456M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of AGZ and 14 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 39 added.
The largest buyer was Faithward Advisors, opening a new position worth an estimated $17.9M. The largest seller was AssetMark Inc, cutting an estimated $41.3M.
- 137 institutional investors held iShares Agency Bond ETF (AGZ) as of Q2 2024, down from 144 in Q1 2024.
- Funds reported $420M of iShares Agency Bond ETF stock for Q2 2024, down 7.9% quarter-over-quarter.
- 14 funds opened new iShares Agency Bond ETF positions in Q2 2024 and 20 closed out, a net change of -6 holders.
- The largest iShares Agency Bond ETF buyer in Q2 2024 was Faithward Advisors, an estimated $17.9M added.
- The largest iShares Agency Bond ETF seller in Q2 2024 was AssetMark Inc, an estimated $41.3M sold.
Based on aggregated 13F filings for Q2 2024.