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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
CFD
51
Creative Financial Designs
Indiana
$1.2M -$190K -1,743 -14%
SG
52
Sharper & Granite
California
$1.18M -$14.1K -129 -1%
GIM
53
Goelzer Investment Management
Indiana
$1.12M -$8.18K -75 -0.7%
FCM
54
Fortis Capital Management
Washington
$1.09M -$1.43M -13,078 -57%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.07M -$1.54M -14,124 -59%
GJIA
56
Glass Jacobson Investment Advisors
Maryland
$1.03M +$22.7K +208 +2%
RCAG
57
Rehmann Capital Advisory Group
Michigan
$1.03M -$69.1K -634 -6%
MF
58
Montis Financial
Massachusetts
$1.03M -$477K -4,378 -32%
IP
59
Ignite Planners
California
$970K +$67.8K +622 +8%
JWCA
60
J.W. Cole Advisors
Florida
$904K +$17.7K +162 +2%
MC
61
Moors & Cabot
Massachusetts
$892K +$58.1K +533 +7%
CI
62
Cambiar Investors
Colorado
$871K -$41.4K -380 -5%
JP Morgan Chase
63
JP Morgan Chase
New York
$811K -$34.3K -315 -4%
CFG
64
Citizens Financial Group
Rhode Island
$735K +$165K +1,512 +29%
MWPCG
65
Measured Wealth Private Client Group
New Hampshire
$722K -$375K -3,438 -34%
MWM
66
Maridea Wealth Management
New York
$697K -$228K -2,094 -25%
NA
67
NewEdge Advisors
Louisiana
$630K
ATPW
68
Ashton Thomas Private Wealth
Arizona
$622K -$52.8K -484 -8%
SAM
69
Smartleaf Asset Management
Massachusetts
$608K +$16K +147 +3%
LSWP
70
Liberty Square Wealth Partners
Pennsylvania
$567K
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$529K -$7.09K -65 -1%
Osaic Holdings
72
Osaic Holdings
Arizona
$508K +$309K +2,834 +158%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$484K +$3.71K +34 +0.8%
CCA
74
Checchi Capital Advisers
California
$457K -$168K -1,539 -27%
NFP
75
Narus Financial Partners
Utah
$452K -$88.7K -814 -17%

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.