iShares Agency Bond ETF
AGZ
152 hedge funds and large institutions have $536M invested in iShares Agency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 14 closing their positions.
114% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 14
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
23% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 40
10% more funds holding
Funds holding: 138 → 152 (+14)
7% more capital invested
Capital invested by funds: $503M → $536M (+$33.4M)
6.45% more ownership
Funds ownership: 71.17% → 77.62% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$7.34M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$5.36M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.51M |
| 4 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
+$4.13M |
| 5 |
Bank of New York Mellon
New York
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$13.5M |
| 2 |
BlackRock
New York
|
-$5.96M |
| 3 |
JP Morgan Chase
New York
|
-$4.62M |
| 4 |
Jane Street
New York
|
-$3.86M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.38M |
AGZ Hedge Fund Activity: Q4 2024 in Review
152 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q4 2024, worth a combined $536M — up 6.6% from $503M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new AGZ positions and 14 closed out — a net gain of 16 holders — while 49 added to existing stakes and 40 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $7.34M. The largest seller was Avantax Advisory Services, cutting an estimated $13.5M.
- 152 institutional investors held iShares Agency Bond ETF (AGZ) as of Q4 2024, up from 138 in Q3 2024.
- Funds reported $536M of iShares Agency Bond ETF stock for Q4 2024, up 6.6% quarter-over-quarter.
- 30 funds opened new iShares Agency Bond ETF positions in Q4 2024 and 14 closed out, a net change of +16 holders.
- The largest iShares Agency Bond ETF buyer in Q4 2024 was Citadel Advisors, an estimated $7.34M added.
- The largest iShares Agency Bond ETF seller in Q4 2024 was Avantax Advisory Services, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2024.