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iShares Agency Bond ETF

139 hedge funds and large institutions have $480M 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, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

3.35% less ownership

Funds ownership: 77.62%74.27% (-3.3%)

9% less funds holding

Funds holding: 152139 (-13)

11% less capital invested

Capital invested by funds: $536M → $480M (-$56.8M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
139
Holders Change
-13
Holders Change %
-8.55%
% 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
44
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
126
LRI Investments
Florida
$9.3K
MCM
127
MAI Capital Management
Ohio
$8.1K +$4.23K +39 +111%
AIP
128
Ameritas Investment Partners
Nebraska
$7.11K -$3.8K -35 -35%
AIC
129
Archer Investment Corporation
Indiana
$5.5K
RTL
130
Red Tortoise LLC
Georgia
$5.13K
WTFG
131
Wood Tarver Financial Group
Idaho
$4.82K
MWA
132
Medallion Wealth Advisors
Connecticut
$4.37K
HBW
133
Hazlett, Burt & Watson
West Virginia
$4K
BA
134
Bristlecone Advisors
Washington
$2.63K +$2.61K +24 New
FWP
135
FAS Wealth Partners
Kansas
$548
Kayne Anderson Rudnick Investment Management
136
Kayne Anderson Rudnick Investment Management
California
$219
RIA
137
Realta Investment Advisors
Delaware
$219 +$217 +2 New
AF
138
Allworth Financial
California
$110 -$109 -1 -50%
CA
139
CoreCap Advisors
Michigan
$109 -$977 -9 -90%
GEA
140
Glen Eagle Advisors
New Jersey
$75
SG
141
Straightline Group
Michigan
-$17.6M -163,332 Closed
NAM
142
NorthCrest Asset Manangement
Minnesota
-$1.47M -13,659 Closed
CC
143
Commons Capital
Massachusetts
-$683K -6,327 Closed
Pathstone Holdings
144
Pathstone Holdings
New Jersey
-$659K -6,105 Closed
EGA
145
Eagle Global Advisors
Texas
-$565K -5,230 Closed
DAS
146
Dynamic Advisor Solutions
Arizona
-$303K -2,803 Closed
DWT
147
Dorsey & Whitney Trust
South Dakota
-$270K -2,500 Closed
PAS
148
PKS Advisory Services
New York
-$266K -2,468 Closed
Creative Planning
149
Creative Planning
Kansas
-$228K -2,114 Closed
PFT
150
Providence First Trust
Arizona
-$124K -1,146 Closed

AGZ Hedge Fund Activity: Q1 2025 in Review

139 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2025, worth a combined $480M — down 11% from $536M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AGZ and 10 opened new positions — a net loss of 10 holders — while 44 trimmed existing stakes and 53 added.

The largest buyer was Bailard, opening a new position worth an estimated $13.6M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $36.8M.

  • 139 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2025, down from 152 in Q4 2024.
  • Funds reported $480M of iShares Agency Bond ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 10 funds opened new iShares Agency Bond ETF positions in Q1 2025 and 20 closed out, a net change of -10 holders.
  • The largest iShares Agency Bond ETF buyer in Q1 2025 was Bailard, an estimated $13.6M added.
  • The largest iShares Agency Bond ETF seller in Q1 2025 was TRUE Private Wealth Advisors, an estimated $36.8M sold.

Based on aggregated 13F filings for Q1 2025.