AGZ icon

iShares Agency Bond ETF

149 hedge funds and large institutions have $403M invested in iShares Agency Bond ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$3.24M
2 +$3.19M
3 +$3.08M
4
Goldman Sachs
Goldman Sachs
New York
+$2.72M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.58M

Top Sellers

1 -$14.9M
2 -$9.33M
3 -$2.29M
4
II
Impact Investors
California
-$1.86M
5
Asset Management One
Asset Management One
Japan
-$774K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
76
Corient Private Wealth
Florida
$411K
FTUS
77
Flow Traders U.S.
New York
$405K
MYIA
78
Mount Yale Investment Advisors
Colorado
$401K
VAS
79
Vestmark Advisory Solutions
Massachusetts
$397K
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$367K
SPIA
81
Steward Partners Investment Advisory
New York
$364K
AWA
82
Arkadios Wealth Advisors
Georgia
$361K
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$340K
UAS
84
United Asset Strategies
New York
$335K
SJL
85
Shayne & Jacobs LLC
Tennessee
$335K
SP
86
Sequent Planning
Nebraska
$323K
EWM
87
Evercore Wealth Management
New York
$305K
PTC
88
Private Trust Company
Ohio
$298K
AWM
89
Avior Wealth Management
Nebraska
$292K
LPT
90
Legacy Private Trust
Wisconsin
$270K
FA
91
Faithward Advisors
Pennsylvania
$269K
FFG
92
Fiduciary Financial Group
California
$268K
GRP
93
Global Retirement Partners
California
$267K
EWA
94
EP Wealth Advisors
California
$265K
KAS
95
Kestra Advisory Services
Texas
$258K
AAP
96
Arax Advisory Partners
Colorado
$256K
PFG
97
Pacific Financial Group
Washington
$255K
AFAS
98
Acorn Financial Advisory Services
Virginia
$252K
ATC
99
Argent Trust Co
Tennessee
$249K
AWM
100
Apollon Wealth Management
South Carolina
$242K