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iShares Agency Bond ETF

139 hedge funds and large institutions have $448M invested in iShares Agency Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 139139 (0)

1.34% less ownership

Funds ownership: 74.27%72.93% (-1.3%)

7% less capital invested

Capital invested by funds: $480M → $448M (-$31.6M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

42% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 62

Holders
139
Holders Change
Holders Change %
0%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
12
Increased
36
Reduced
62
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$4.01M +$116K +1,067 +3%
LPL Financial
27
LPL Financial
California
$3.75M -$842K -7,719 -18%
FF
28
Fluent Financial
Texas
$3.72M +$905K +8,298 +32%
AAS
29
Avantax Advisory Services
Texas
$3.66M +$486K +4,458 +15%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$3.58M -$62.7K -575 -2%
WI
31
WBI Investments
New Jersey
$3.58M -$253K -2,325 -7%
CFO
32
CVA Family Office
Colorado
$3.19M -$2.18K -20 -0.1%
CIG
33
CHB Investment Group
Pennsylvania
$3.18M -$1.64K -15 -0.1%
HPC
34
HM Payson & Co
Maine
$2.94M +$5.56K +51 +0.2%
TPWA
35
TRUE Private Wealth Advisors
Oregon
$2.7M -$41.5M -380,380 -94%
SB
36
Sunflower Bank
Texas
$2.53M
JIP
37
Jaffetilchin Investment Partners
Florida
$2.3M +$237K +2,178 +12%
TI
38
Tidal Investments
Wisconsin
$2.24M +$1.19M +10,899 +114%
SSWM
39
Smith Salley Wealth Management
North Carolina
$2.16M +$11.3K +104 +0.5%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.1M +$495K +4,542 +31%
FFN
41
Focus Financial Network
Minnesota
$2.1M -$137K -1,254 -6%
VCWM
42
Vista Cima Wealth Management
Arizona
$1.9M -$21.4K -196 -1%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$1.8M -$1.54M -14,100 -46%
CTFG
44
Capstone Triton Financial Group
Oklahoma
$1.66M +$1.65M +15,113 New
GC
45
Guggenheim Capital
Illinois
$1.56M -$366K -3,353 -19%
JIR
46
James Investment Research
Ohio
$1.54M -$25.8K -237 -2%
IA
47
Insight Advisors
Pennsylvania
$1.42M -$1.2K -11 -0.1%
Cerity Partners
48
Cerity Partners
New York
$1.41M +$1.4M +12,813 New
FA
49
Fiducient Advisors
Illinois
$1.4M -$3.38K -31 -0.2%
PAG
50
Private Advisor Group
New Jersey
$1.37M +$4.58K +42 +0.3%

AGZ Hedge Fund Activity: Q2 2025 in Review

139 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q2 2025, worth a combined $448M — down 6.6% from $480M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AGZ positions and 11 closed out — a net gain of 1 holder — while 36 added to existing stakes and 62 trimmed.

The largest buyer was Syon Capital, opening a new position worth an estimated $20.5M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $41.5M.

  • 139 institutional investors held iShares Agency Bond ETF (AGZ) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $448M of iShares Agency Bond ETF stock for Q2 2025, down 6.6% quarter-over-quarter.
  • 12 funds opened new iShares Agency Bond ETF positions in Q2 2025 and 11 closed out, a net change of +1 holder.
  • The largest iShares Agency Bond ETF buyer in Q2 2025 was Syon Capital, an estimated $20.5M added.
  • The largest iShares Agency Bond ETF seller in Q2 2025 was TRUE Private Wealth Advisors, an estimated $41.5M sold.

Based on aggregated 13F filings for Q2 2025.