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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
BWL
126
Bogart Wealth LLC
Virginia
$7.24K -$7.3K -67 -50%
AIP
127
Ameritas Investment Partners
Nebraska
$7.13K
AIC
128
Archer Investment Corporation
Indiana
$5.56K +$109 +1 +2%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$5K -$23.2K -213 -82%
MWA
130
Medallion Wealth Advisors
Connecticut
$4.37K
HBW
131
Hazlett, Burt & Watson
West Virginia
$4K
WTFG
132
Wood Tarver Financial Group
Idaho
$4K
MCM
133
MAI Capital Management
Ohio
$3.84K -$4.25K -39 -53%
PS
134
Principal Securities
Iowa
$1.21K -$52.5K -482 -98%
RTL
135
Red Tortoise LLC
Georgia
$1.12K -$4.03K -37 -79%
FWP
136
FAS Wealth Partners
Kansas
$549
Kayne Anderson Rudnick Investment Management
137
Kayne Anderson Rudnick Investment Management
California
$219
AF
138
Allworth Financial
California
$110
CA
139
CoreCap Advisors
Michigan
$110
GEA
140
Glen Eagle Advisors
New Jersey
$76
BlackRock
141
BlackRock
New York
-$5.91M -54,015 Closed
CM
142
Columbus Macro
Pennsylvania
-$1.81M -16,538 Closed
P
143
&Partners
Tennessee
-$917K -8,386 Closed
ASN
144
Advisory Services Network
Georgia
-$353K -3,221 Closed
AA
145
Advisory Alpha
Michigan
-$290K -2,650 Closed
PWM
146
Prosperity Wealth Management
California
-$259K -2,365 Closed
GS
147
GTS Securities
New York
-$234K -2,136 Closed
KAS
148
Kestra Advisory Services
Texas
-$195K -1,785 Closed
HI
149
Harbour Investments
Wisconsin
-$49.5K -453 Closed
BA
150
Bristlecone Advisors
Washington
-$2.63K -24 Closed

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.