We are live on ! Find out more
AGZ icon

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
PTC
76
Private Trust Company
Ohio
$438K +$14.9K +137 +4%
NG
77
Novem Group
New York
$437K +$37.8K +347 +10%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$411K -$1.57M -14,409 -79%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$405K -$656K -6,015 -62%
PPC
80
Park Place Capital
Alabama
$378K -$46.8K -429 -11%
UAS
81
United Asset Strategies
New York
$365K -$119K -1,093 -25%
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$337K +$334K +3,068 New
SPIA
83
Steward Partners Investment Advisory
New York
$333K +$36.7K +337 +12%
SJL
84
Shayne & Jacobs LLC
Tennessee
$333K
RB
85
Renasant Bank
Mississippi
$331K -$46.8K -429 -12%
EWM
86
Evercore Wealth Management
New York
$316K
SP
87
Sequent Planning
Nebraska
$316K +$314K +2,881 New
AWM
88
Avior Wealth Management
Nebraska
$310K -$11.8K -108 -4%
GRP
89
Global Retirement Partners
California
$285K +$283K +2,600 New
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$269K -$545 -5 -0.2%
FFG
91
Fiduciary Financial Group
California
$265K
AWA
92
Arkadios Wealth Advisors
Georgia
$265K +$22.5K +206 +9%
PFG
93
Pacific Financial Group
Washington
$264K -$8.29K -76 -3%
AFAS
94
Acorn Financial Advisory Services
Virginia
$261K -$2.07K -19 -0.8%
LPT
95
Legacy Private Trust
Wisconsin
$258K +$256K +2,350 New
Mariner
96
Mariner
Kansas
$255K -$4.03K -37 -2%
SVWG
97
Shared Vision Wealth Group
United States
$254K +$4.58K +42 +2%
ATC
98
Argent Trust Co
Tennessee
$247K
TIAA Trust, National Association
99
TIAA Trust, National Association
North Carolina
$231K
Comerica Bank
100
Comerica Bank
Texas
$219K -$64.5K -592 -23%

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.