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iShares Agency Bond ETF
AGZ

Overview Fund Activity

137 hedge funds and large institutions have $479M invested in iShares Agency Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
137
Holders Change
-14
Holders Change %
-9.27%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
10
Increased
53
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$13.7M
2
Raymond James Financial
2
Raymond James Financial
Florida
$31.5M
3
BlackRock
3
BlackRock
New York
$5.91M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$42.6M
5
Jane Street
5
Jane Street
New York
$3.73M

Top Sellers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$44.3M
2
SG
2
Straightline Group
Michigan
$0
3
JIP
3
Jaffetilchin Investment Partners
Florida
$2.06M
4
II
4
Impact Investors
California
$7.08M
5
MAC
5
Mason & Associates (California)
California
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
UAS
76
United Asset Strategies
New York
$484K 4,424 -2,437 -36%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$479K 4,380 +4,380 New
PPC
78
Park Place Capital
Alabama
$426K 3,890 -640 -14%
PTC
79
Private Trust Company
Ohio
$422K 3,856 -48 -1%
NG
80
Novem Group
New York
$398K 3,641 +297 +9%
RB
81
Renasant Bank
Mississippi
$377K 3,447 -419 -11%
ASN
82
Advisory Services Network
Georgia
$353K 3,221 – –
SJL
83
Shayne & Jacobs LLC
Tennessee
$332K 3,035 – –
AWM
84
Avior Wealth Management
Nebraska
$321K 2,937 -861 -23%
EWM
85
Evercore Wealth Management
New York
$316K 2,885 – –
SPIA
86
Steward Partners Investment Advisory
New York
$296K 2,702 +795 +42%
AA
87
Advisory Alpha
Michigan
$290K 2,650 – –
Comerica Bank
88
Comerica Bank
Texas
$283K 2,589 +350 +16%
PFG
89
Pacific Financial Group
Washington
$272K 2,481 -595 -19%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$269K 2,461 +299 +14%
FFG
91
Fiduciary Financial Group
California
$263K 2,425 -485 -17%
AFAS
92
Acorn Financial Advisory Services
Virginia
$263K 2,401 -88 -4%
PWM
93
Prosperity Wealth Management
California
$259K 2,365 -61 -3%
Mariner
94
Mariner
Kansas
$258K 2,361 +2,361 New
SVWG
95
Shared Vision Wealth Group
United States
$250K 2,286 -32 -1%
ATC
96
Argent Trust Co
Tennessee
$247K 2,254 – –
AWA
97
Arkadios Wealth Advisors
Georgia
$242K 2,211 +2,211 New
GS
98
GTS Securities
New York
$234K 2,136 +2,136 New
TIAA Trust, National Association
99
TIAA Trust, National Association
North Carolina
$230K 2,103 – –
MBT
100
Montecito Bank & Trust
California
$227K 2,078 – –
2 3
4
5 6