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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.

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

Top Sellers

1
TPWA
TRUE Private Wealth Advisors
Oregon
$44.3M
2
SG
Straightline Group
Michigan
$0
3
JIP
Jaffetilchin Investment Partners
Florida
$2.06M
4
II
Impact Investors
California
$7.08M
5
MAC
Mason & Associates (California)
California
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
101
Detalus Advisors
Missouri
$223K +$223K +2,038 New
Osaic Holdings
102
Osaic Holdings
Arizona
$197K -$62.7K -571 -24%
KAS
103
Kestra Advisory Services
Texas
$195K +$195K +1,785 New
CIAS
104
Capital Investment Advisory Services
North Carolina
$123K – – –
TPCM
105
Templeton & Phillips Capital Management
Tennessee
$110K – – –
HNB
106
Huntington National Bank
Ohio
$108K -$106K – –
IA
107
IFP Advisors
Florida
$94.7K +$17.3K +158 +22%
CYG
108
Clean Yield Group
Vermont
$71.3K +$219 +2 +0.3%
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$60.6K – – –
PS
110
Principal Securities
Iowa
$53.2K – – –
DJSG
111
D.J. St. Germain
Massachusetts
$52K – – –
HI
112
Harbour Investments
Wisconsin
$49.5K – – –
WT
113
Whittier Trust
California
$48.3K – – –
WSFS
114
Wilmington Savings Fund Society
Delaware
$38.3K – – –
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$32.8K – – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$28K +$4.85K +45 +21%
AWM
117
AE Wealth Management
Kansas
$22.3K -$454K -4,145 -95%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$22.3K – – –
FVIM
119
Fort Vancouver Investment Management
Washington
$21K +$2.96K +27 +16%
TFA
120
Toth Financial Advisory
Virginia
$16.4K – – –
BWL
121
Bogart Wealth LLC
Virginia
$14.6K +$7.33K +67 +102%
AssetMark Inc
122
AssetMark Inc
California
$12K -$65.6K -599 -84%
JHCP
123
Jackson Hole Capital Partners
Oklahoma
$10.7K – – –
FFA
124
Founders Financial Alliance
North Carolina
$10.7K – – –
LI
125
LRI Investments
Florida
$9.3K – – –
3 4
5
6 7