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iShares Agency Bond ETF

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: 139145 (+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: 42 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.08M +$6.36K +58 +0.6%
GIM
52
Goelzer Investment Management
Indiana
$1.07M -$61K -556 -5%
MC
53
Moors & Cabot
Massachusetts
$1.03M +$128K +1,168 +14%
IP
54
Ignite Planners
California
$972K -$10.3K -94 -1%
CFG
55
Citizens Financial Group
Rhode Island
$951K +$210K +1,919 +29%
CFD
56
Creative Financial Designs
Indiana
$936K -$265K -2,418 -22%
JWCA
57
J.W. Cole Advisors
Florida
$900K -$9.54K -87 -1%
CI
58
Cambiar Investors
Colorado
$875K -$1.43K -13 -0.2%
HCA
59
Heck Capital Advisors
Wisconsin
$865K +$860K +7,841 New
SG
60
Sharper & Granite
California
$855K -$339K -3,093 -29%
JP Morgan Chase
61
JP Morgan Chase
New York
$774K -$42.1K -384 -5%
MWM
62
Maridea Wealth Management
New York
$755K +$50.9K +464 +7%
MF
63
Montis Financial
Massachusetts
$740K -$292K -2,661 -28%
NA
64
NewEdge Advisors
Louisiana
$636K +$2.19K +20 +0.3%
ATPW
65
Ashton Thomas Private Wealth
Arizona
$624K -$1.53K -14 -0.2%
SAM
66
Smartleaf Asset Management
Massachusetts
$604K -$7.78K -71 -1%
MWPCG
67
Measured Wealth Private Client Group
New Hampshire
$596K -$129K -1,179 -18%
NFP
68
Narus Financial Partners
Utah
$590K +$135K +1,227 +30%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$510K -$22.1K -202 -4%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$483K -$3.73K -34 -0.8%
NG
71
Novem Group
New York
$482K +$41.2K +376 +9%
CCA
72
Checchi Capital Advisers
California
$477K +$17.8K +162 +4%
MYIA
73
Mount Yale Investment Advisors
Colorado
$419K +$416K +3,798 New
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$396K -$10.5K -96 -3%
UAS
75
United Asset Strategies
New York
$369K +$1.1K +10 +0.3%

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.