iShares Agency Bond ETF
AGZ
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.
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: 152 → 139 (-13)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 20
52% less capital inflows, than outflows
Capital inflows: $48.4M | Capital outflows: $101M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bailard
Foster City,
California
|
+$13.6M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$6.29M |
| 3 |
BlackRock
New York
|
+$5.86M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.89M |
| 5 |
Jane Street
New York
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$36.8M |
| 2 |
SG
Straightline Group
Troy,
Michigan
|
-$17.6M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$15.3M |
| 4 |
II
Impact Investors
San Francisco,
California
|
-$7.8M |
| 5 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
-$4.02M |
AGZ Hedge Fund Activity: Q1 2025 in Review
139 of the 7,478 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.