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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
DA
101
Detalus Advisors
Missouri
$217K -$6.87K -63 -3%
SA
102
Sanctuary Advisors
Indiana
$214K -$9.27K -85 -4%
Corient Private Wealth
103
Corient Private Wealth
Florida
$200K +$199K +1,825 New
CIAS
104
Capital Investment Advisory Services
North Carolina
$123K
TPCM
105
Templeton & Phillips Capital Management
Tennessee
$111K
HNB
106
Huntington National Bank
Ohio
$108K
IA
107
IFP Advisors
Florida
$95K
CYG
108
Clean Yield Group
Vermont
$81.8K +$10.2K +94 +14%
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$60.9K
DJSG
110
D.J. St. Germain
Massachusetts
$52.1K
WT
111
Whittier Trust
California
$48.4K
CA
112
Clearstead Advisors
Ohio
$41.7K +$41.4K +380 New
WSFS
113
Wilmington Savings Fund Society
Delaware
$38.4K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$26.3K +$3.92K +36 +18%
AAS
115
Ameritas Advisory Services
Nebraska
$26.2K +$26.1K +239 New
Deutsche Bank
116
Deutsche Bank
Germany
$24.8K +$24.6K +226 New
National Bank of Canada
117
National Bank of Canada
Quebec, Canada
$21.9K -$10.9K -100 -33%
FVIM
118
Fort Vancouver Investment Management
Washington
$21.1K
AWM
119
AE Wealth Management
Kansas
$20.2K -$2.18K -20 -10%
TFA
120
Toth Financial Advisory
Virginia
$16.5K
AssetMark Inc
121
AssetMark Inc
California
$14.7K +$2.62K +24 +22%
FFA
122
Founders Financial Alliance
North Carolina
$10.8K
JHCP
123
Jackson Hole Capital Partners
Oklahoma
$10.8K
GWM
124
Geneos Wealth Management
Colorado
$9.98K +$9.92K +91 New
LI
125
LRI Investments
Florida
$9.32K

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.