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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
FFA
126
Founders Financial Alliance
North Carolina
$10.8K – – –
JHCP
127
Jackson Hole Capital Partners
Oklahoma
$10.8K – – –
LI
128
LRI Investments
Florida
$9.38K – – –
BWL
129
Bogart Wealth LLC
Virginia
$7.28K – – –
AIP
130
Ameritas Investment Partners
Nebraska
$7.17K – – –
HPC
131
HM Payson & Co
Maine
$7.06K -$2.93M -26,717 -100%
AAS
132
Ameritas Advisory Services
Nebraska
$7K -$19.3K -176 -74%
AIC
133
Archer Investment Corporation
Indiana
$5.65K – – –
MWA
134
Medallion Wealth Advisors
Connecticut
$4.42K – – –
BTI
135
Blue Trust Inc
Georgia
$2.32K +$2.3K +21 New
Jones Financial Companies
136
Jones Financial Companies
Missouri
$2.31K +$2.3K +21 New
PMFA
137
Plante Moran Financial Advisors
Michigan
$1.88K +$1.86K +17 New
PS
138
Principal Securities
Iowa
$1.21K – – –
RTL
139
Red Tortoise LLC
Georgia
$1.14K – – –
WWM
140
Wolff Wiese Magana
California
$883 +$877 +8 New
FWP
141
FAS Wealth Partners
Kansas
$552 – – –
Kayne Anderson Rudnick Investment Management
142
Kayne Anderson Rudnick Investment Management
California
$220 – – –
AF
143
Allworth Financial
California
$111 – – –
CA
144
CoreCap Advisors
Michigan
$110 – – –
TRCT
145
Tower Research Capital (TRC)
New York
$110 +$110 +1 New
Citadel Advisors
146
Citadel Advisors
Florida
– -$6.58M -60,004 Closed
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
– -$269K -2,456 Closed
Mariner
148
Mariner
Kansas
– -$255K -2,324 Closed
GWM
149
Geneos Wealth Management
Colorado
– -$9.98K -91 Closed
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
– -$5.04K -46 -98%
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.