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iShares Agency Bond ETF
AGZ

Overview Fund Activity

134 hedge funds and large institutions have $442M invested in iShares Agency Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 62 reducing their positions, and 11 closing their positions.

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
1.8%
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
33
Reduced
62
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Syon Capital
California
$20.6M
2
Ameriprise
2
Ameriprise
Minnesota
$5.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.58M
4
Jane Street
4
Jane Street
New York
$6.42M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$21.4M

Top Sellers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$2.7M
2
BlackRock
2
BlackRock
New York
$0
3
MCCA
3
Mill Creek Capital Advisors
Pennsylvania
$13.4M
4
Wells Fargo
4
Wells Fargo
California
$12.8M
5
CM
5
Columbus Macro
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
51
Goelzer Investment Management
Indiana
$1.12M 10,245 -75 -0.7%
FCM
52
Fortis Capital Management
Washington
$1.09M 9,943 -13,078 -57%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.07M 9,761 -14,124 -59%
GJIA
54
Glass Jacobson Investment Advisors
Maryland
$1.03M 9,396 +208 +2%
RCAG
55
Rehmann Capital Advisory Group
Michigan
$1.03M 9,371 -634 -6%
MF
56
Montis Financial
Massachusetts
$1.03M 9,368 -4,378 -32%
IP
57
Ignite Planners
California
$970K 8,899 +622 +8%
JWCA
58
J.W. Cole Advisors
Florida
$904K 8,245 +162 +2%
MC
59
Moors & Cabot
Massachusetts
$892K 8,129 +533 +7%
CI
60
Cambiar Investors
Colorado
$871K 7,941 -380 -5%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$811K 7,393 -315 -4%
CFG
62
Citizens Financial Group
Rhode Island
$735K 6,698 +1,512 +29%
MWPCG
63
Measured Wealth Private Client Group
New Hampshire
$722K 6,581 -3,438 -34%
MWM
64
Maridea Wealth Management
New York
$697K 6,353 -2,094 -25%
NA
65
NewEdge Advisors
Louisiana
$630K 5,746 – –
ATPW
66
Ashton Thomas Private Wealth
Arizona
$622K 5,672 -484 -8%
SAM
67
Smartleaf Asset Management
Massachusetts
$608K 5,552 +147 +3%
LSWP
68
Liberty Square Wealth Partners
Pennsylvania
$567K 5,173 – –
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$529K 4,821 -65 -1%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$484K 4,414 +34 +0.8%
CCA
71
Checchi Capital Advisers
California
$457K 4,164 -1,539 -27%
NFP
72
Narus Financial Partners
Utah
$452K 4,117 -814 -17%
PTC
73
Private Trust Company
Ohio
$438K 3,993 +137 +4%
NG
74
Novem Group
New York
$437K 3,988 +347 +10%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$411K 3,744 -14,409 -79%
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3
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