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iShares Agency Bond ETF
AGZ

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: 139 → 145 (+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: 4 → 2 (-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
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$4.92M
2
Jane Street
Jane Street
New York
+$4.15M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.87M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.6M
5
Stifel Financial
Stifel Financial
Missouri
+$3.04M

Top Sellers

Rank Fund Capital Flow
1
FA
Faithward Advisors
Pennsylvania
-$21M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.3M
3
Wells Fargo
Wells Fargo
California
-$7.61M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.58M
5
HPC
HM Payson & Co
Maine
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
101
Quantinno Capital Management
New York
$204K +$203K +1,851 New
LSWP
102
Liberty Square Wealth Partners
Pennsylvania
$203K -$366K -3,335 -64%
Corient Private Wealth
103
Corient Private Wealth
Florida
$201K – – –
ASN
104
Advisory Services Network
Georgia
$190K +$189K +1,725 New
CIAS
105
Capital Investment Advisory Services
North Carolina
$124K – – –
TPCM
106
Templeton & Phillips Capital Management
Tennessee
$111K – – –
HNB
107
Huntington National Bank
Ohio
$109K – – –
CYG
108
Clean Yield Group
Vermont
$85.4K +$2.96K +27 +4%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$76K +$75.4K +688 New
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$61.3K – – –
MCM
111
MAI Capital Management
Ohio
$55.7K +$51.5K +470 +1,343%
Deutsche Bank
112
Deutsche Bank
Germany
$53.2K +$28.1K +256 +113%
DJSG
113
D.J. St. Germain
Massachusetts
$52.4K – – –
WT
114
Whittier Trust
California
$48.6K – – –
IA
115
IFP Advisors
Florida
$41.6K -$53.5K -488 -56%
WSFS
116
Wilmington Savings Fund Society
Delaware
$38.6K – – –
Fidelity Investments
117
Fidelity Investments
Massachusetts
$28.2K +$1.75K +16 +7%
CA
118
Clearstead Advisors
Ohio
$24.1K -$17.8K -162 -43%
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$22.1K – – –
FVIM
120
Fort Vancouver Investment Management
Washington
$21.2K – – –
AWM
121
AE Wealth Management
Kansas
$20.3K – – –
TFA
122
Toth Financial Advisory
Virginia
$16.6K – – –
AssetMark Inc
123
AssetMark Inc
California
$14K -$767 -7 -5%
LWMI
124
Legacy Wealth Management (Idaho)
Idaho
$11K +$11K +100 New
PA
125
Parallel Advisors
California
$11K +$11K +100 New
3 4
5
6 7

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.