iShares Agency Bond ETF
AGZ
138 hedge funds and large institutions have $503M invested in iShares Agency Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 10 closing their positions.
599% more capital inflows, than outflows
Capital inflows: $83.1M | Capital outflows: $11.9M
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
4.57% more ownership
Funds ownership: 66.6% → 71.17% (+4.6%)
1% more funds holding
Funds holding: 137 → 138 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
13% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$43.7M |
| 2 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$9.3M |
| 3 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
+$4.33M |
| 4 |
JP Morgan Chase
New York
|
+$4.14M |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.89M |
| 2 |
Cambiar Investors
Denver,
Colorado
|
-$1.36M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$827K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$730K |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
-$555K |
AGZ Hedge Fund Activity: Q3 2024 in Review
138 of the 6,983 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q3 2024, worth a combined $503M — up 20% from $420M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AGZ positions and 10 closed out — a net gain of 1 holder — while 42 added to existing stakes and 48 trimmed.
The largest buyer was TRUE Private Wealth Advisors, adding an estimated $43.7M. The largest seller was Jane Street, cutting an estimated $2.89M.
- 138 institutional investors held iShares Agency Bond ETF (AGZ) as of Q3 2024, up from 137 in Q2 2024.
- Funds reported $503M of iShares Agency Bond ETF stock for Q3 2024, up 20% quarter-over-quarter.
- 11 funds opened new iShares Agency Bond ETF positions in Q3 2024 and 10 closed out, a net change of +1 holder.
- The largest iShares Agency Bond ETF buyer in Q3 2024 was TRUE Private Wealth Advisors, an estimated $43.7M added.
- The largest iShares Agency Bond ETF seller in Q3 2024 was Jane Street, an estimated $2.89M sold.
Based on aggregated 13F filings for Q3 2024.