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iShares Agency Bond ETF
AGZ

145 hedge funds and large institutions have $414M invested in iShares Agency Bond ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

4% more funds holding

Funds holding: 139 → 145 (+6)

4% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 51

4.68% less ownership

Funds ownership: 72.93% → 68.25% (-4.7%)

8% less capital invested

Capital invested by funds: $448M → $414M (-$33.7M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
49
Reduced
51
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$4.92M
2
Jane Street
Jane Street
New York
+$4.15M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.87M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.6M
5
Stifel Financial
Stifel Financial
Missouri
+$3.04M

Top Sellers

Rank Fund Capital Flow
1
FA
Faithward Advisors
Pennsylvania
-$21M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.3M
3
Wells Fargo
Wells Fargo
California
-$7.61M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.58M
5
HPC
HM Payson & Co
Maine
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$3.93M +$160K +1,457 +4%
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$3.52M -$509K -4,640 -13%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$3.52M -$81.9K -747 -2%
CFO
29
CVA Family Office
Colorado
$3.22M +$11.7K +107 +0.4%
JIP
30
Jaffetilchin Investment Partners
Florida
$2.92M +$596K +5,439 +26%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.86M -$10.3M -93,921 -78%
TI
32
Tidal Investments
Wisconsin
$2.55M +$292K +2,665 +13%
SB
33
Sunflower Bank
Texas
$2.54M – – –
WI
34
WBI Investments
New Jersey
$2.42M -$1.18M -10,744 -33%
TPWA
35
TRUE Private Wealth Advisors
Oregon
$2.39M -$323K -2,945 -12%
SSWM
36
Smith Salley Wealth Management
North Carolina
$2.31M +$140K +1,281 +7%
FFN
37
Focus Financial Network
Minnesota
$2.12M +$9.65K +88 +0.5%
VCWM
38
Vista Cima Wealth Management
Arizona
$2.01M +$94.1K +858 +5%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$1.81M – – –
CTFG
40
Capstone Triton Financial Group
Oklahoma
$1.64M -$31.5K -287 -2%
JIR
41
James Investment Research
Ohio
$1.49M -$55.1K -503 -4%
IA
42
Insight Advisors
Pennsylvania
$1.48M +$46.9K +428 +3%
FA
43
Fiducient Advisors
Illinois
$1.46M +$51K +465 +4%
Cerity Partners
44
Cerity Partners
New York
$1.38M -$38.5K -351 -3%
PAG
45
Private Advisor Group
New Jersey
$1.36M -$13.7K -125 -1%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$1.27M +$237K +2,162 +23%
GC
47
Guggenheim Capital
Illinois
$1.24M -$322K -2,941 -21%
FCM
48
Fortis Capital Management
Washington
$1.14M +$37.4K +341 +3%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.1M -$1.01M -9,248 -48%
GJIA
50
Glass Jacobson Investment Advisors
Maryland
$1.08M +$47.6K +434 +5%
1
2
3 4 5

AGZ Hedge Fund Activity: Q3 2025 in Review

145 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q3 2025, worth a combined $414M — down 7.5% from $448M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AGZ positions and 7 closed out — a net gain of 8 holders — while 49 added to existing stakes and 51 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $4.92M. The largest seller was Faithward Advisors, cutting an estimated $21M.

  • 145 institutional investors held iShares Agency Bond ETF (AGZ) as of Q3 2025, up from 139 in Q2 2025.
  • Funds reported $414M of iShares Agency Bond ETF stock for Q3 2025, down 7.5% quarter-over-quarter.
  • 15 funds opened new iShares Agency Bond ETF positions in Q3 2025 and 7 closed out, a net change of +8 holders.
  • The largest iShares Agency Bond ETF buyer in Q3 2025 was HighTower Advisors, an estimated $4.92M added.
  • The largest iShares Agency Bond ETF seller in Q3 2025 was Faithward Advisors, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2025.