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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
SPIA
76
Steward Partners Investment Advisory
New York
$361K +$25.4K +232 +8%
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$339K
SP
78
Sequent Planning
Nebraska
$338K +$20.1K +183 +6%
SJL
79
Shayne & Jacobs LLC
Tennessee
$335K
PTC
80
Private Trust Company
Ohio
$332K -$108K -983 -25%
PPC
81
Park Place Capital
Alabama
$319K -$62.6K -571 -16%
FA
82
Faithward Advisors
Pennsylvania
$307K -$21M -191,934 -99%
EWM
83
Evercore Wealth Management
New York
$305K -$13.2K -120 -4%
AWM
84
Avior Wealth Management
Nebraska
$305K -$7.46K -68 -2%
RB
85
Renasant Bank
Mississippi
$301K -$31.7K -289 -10%
SVWG
86
Shared Vision Wealth Group
United States
$301K +$42K +383 +16%
AWM
87
Apollon Wealth Management
South Carolina
$283K +$281K +2,563 New
AWA
88
Arkadios Wealth Advisors
Georgia
$274K +$7.02K +64 +3%
LPT
89
Legacy Private Trust
Wisconsin
$270K +$11K +100 +4%
FFG
90
Fiduciary Financial Group
California
$269K +$1.1K +10 +0.4%
GRP
91
Global Retirement Partners
California
$267K -$19.4K -177 -7%
PFG
92
Pacific Financial Group
Washington
$265K
KAS
93
Kestra Advisory Services
Texas
$253K +$251K +2,292 New
AFAS
94
Acorn Financial Advisory Services
Virginia
$250K -$12.7K -116 -5%
ATC
95
Argent Trust Co
Tennessee
$249K
TIAA Trust, National Association
96
TIAA Trust, National Association
North Carolina
$233K +$1.1K +10 +0.5%
MBT
97
Montecito Bank & Trust
California
$218K +$217K +1,978 New
SA
98
Sanctuary Advisors
Indiana
$216K +$767 +7 +0.4%
DA
99
Detalus Advisors
Missouri
$213K -$5.26K -48 -2%
Comerica Bank
100
Comerica Bank
Texas
$212K -$8.44K -77 -4%

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.