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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 %
MCM
126
MAI Capital Management
Ohio
$8.1K +$4.27K +39 +111%
AIP
127
Ameritas Investment Partners
Nebraska
$7.11K -$3.83K -35 -35%
AIC
128
Archer Investment Corporation
Indiana
$5.5K – – –
RTL
129
Red Tortoise LLC
Georgia
$5.14K – – –
WTFG
130
Wood Tarver Financial Group
Idaho
$4.82K – – –
HBW
131
Hazlett, Burt & Watson
West Virginia
$4K – – –
BA
132
Bristlecone Advisors
Washington
$2.63K +$2.63K +24 New
FWP
133
FAS Wealth Partners
Kansas
$548 – – –
Kayne Anderson Rudnick Investment Management
134
Kayne Anderson Rudnick Investment Management
California
$219 – – –
RIA
135
Realta Investment Advisors
Delaware
$219 +$219 +2 New
AF
136
Allworth Financial
California
$110 -$110 -1 -50%
CA
137
CoreCap Advisors
Michigan
$109 -$981 -9 -90%
GEA
138
Glen Eagle Advisors
New Jersey
$75 – – –
SG
139
Straightline Group
Michigan
– -$17.6M -163,332 Closed
NAM
140
NorthCrest Asset Manangement
Minnesota
– -$1.47M -13,659 Closed
CC
141
Commons Capital
Massachusetts
– -$683K -6,327 Closed
Pathstone Holdings
142
Pathstone Holdings
New Jersey
– -$659K -6,105 Closed
EGA
143
Eagle Global Advisors
Texas
– -$565K -5,230 Closed
DAS
144
Dynamic Advisor Solutions
Arizona
– -$303K -2,803 Closed
DWT
145
Dorsey & Whitney Trust
South Dakota
– -$270K -2,500 Closed
PAS
146
PKS Advisory Services
New York
– -$266K -2,468 Closed
Creative Planning
147
Creative Planning
Kansas
– -$228K -2,114 Closed
PFT
148
Providence First Trust
Arizona
– -$124K -1,146 Closed
CFGS
149
Concourse Financial Group Securities
Alabama
– -$46.8K -434 Closed
BF
150
BOK Financial
Oklahoma
– -$24.4K -227 Closed
3 4 5
6
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