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iShares Agency Bond ETF
AGZ

Overview Fund Activity

136 hedge funds and large institutions have $445M invested in iShares Agency Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-1
Holders Change %
-0.73%
% of All Funds
1.82%
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
34
Reduced
62
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
TPWA
TRUE Private Wealth Advisors
Oregon
$2.7M
2
BlackRock
BlackRock
New York
$0
3
MCCA
Mill Creek Capital Advisors
Pennsylvania
$13.4M
4
Wells Fargo
Wells Fargo
California
$12.8M
5
CM
Columbus Macro
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$411K -$1.58M -14,409 -79%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$405K -$660K -6,015 -62%
PPC
78
Park Place Capital
Alabama
$378K -$46.9K -429 -11%
UAS
79
United Asset Strategies
New York
$365K -$120K -1,093 -25%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$337K +$337K +3,068 New
SPIA
81
Steward Partners Investment Advisory
New York
$333K +$37K +337 +12%
SJL
82
Shayne & Jacobs LLC
Tennessee
$333K – – –
RB
83
Renasant Bank
Mississippi
$331K -$47.1K -429 -12%
EWM
84
Evercore Wealth Management
New York
$316K – – –
SP
85
Sequent Planning
Nebraska
$316K +$316K +2,881 New
AWM
86
Avior Wealth Management
Nebraska
$310K -$11.8K -108 -4%
GRP
87
Global Retirement Partners
California
$285K +$285K +2,600 New
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$269K -$548 -5 -0.2%
FFG
89
Fiduciary Financial Group
California
$265K – – –
AWA
90
Arkadios Wealth Advisors
Georgia
$265K +$22.6K +206 +9%
PFG
91
Pacific Financial Group
Washington
$264K -$8.34K -76 -3%
AFAS
92
Acorn Financial Advisory Services
Virginia
$261K -$2.09K -19 -0.8%
LPT
93
Legacy Private Trust
Wisconsin
$258K +$258K +2,350 New
Mariner
94
Mariner
Kansas
$255K -$4.06K -37 -2%
SVWG
95
Shared Vision Wealth Group
United States
$254K +$4.59K +42 +2%
ATC
96
Argent Trust Co
Tennessee
$247K – – –
TIAA Trust, National Association
97
TIAA Trust, National Association
North Carolina
$231K – – –
Comerica Bank
98
Comerica Bank
Texas
$219K -$64.9K -592 -23%
DA
99
Detalus Advisors
Missouri
$217K -$6.91K -63 -3%
Corient Private Wealth
100
Corient Private Wealth
Florida
$200K +$200K +1,825 New
2 3
4
5 6