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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
HighTower Advisors
1
HighTower Advisors
Illinois
$44.1M +$1.34M +12,283 +3%
Stifel Financial
2
Stifel Financial
Missouri
$40.6M -$391K -3,583 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$31.7M +$81.7K +749 +0.3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21.4M +$1.71M +15,656 +9%
FA
5
Faithward Advisors
Pennsylvania
$21.4M +$1.19M +10,898 +6%
SC
6
Syon Capital
California
$20.6M +$20.5M +187,866 New
B
7
Bailard
California
$14M +$250K +2,292 +2%
MAC
8
Mason & Associates (California)
California
$13.6M -$260K -2,381 -2%
MCCA
9
Mill Creek Capital Advisors
Pennsylvania
$13.4M -$3.89M -35,684 -23%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13.1M -$1.66M -15,184 -11%
Wells Fargo
11
Wells Fargo
California
$12.8M -$2.57M -23,586 -17%
Asset Management One
12
Asset Management One
Japan
$11.3M -$643K -5,894 -5%
AI
13
Arvest Investments
Arkansas
$11.3M -$72.4K -664 -0.6%
KeyBank National Association
14
KeyBank National Association
Ohio
$10.4M -$230K -2,109 -2%
RWM
15
RKL Wealth Management
Pennsylvania
$8.6M -$143K -1,316 -2%
GDP
16
Great Diamond Partners
Maine
$8.58M +$30K +275 +0.4%
UBS Group
17
UBS Group
Switzerland
$8.46M -$546K -5,007 -6%
Bank of America
18
Bank of America
North Carolina
$8.28M -$508K -4,655 -6%
Morgan Stanley
19
Morgan Stanley
New York
$7.95M +$115K +1,055 +1%
Citadel Advisors
20
Citadel Advisors
Florida
$6.58M +$2.67M +24,530 +69%
Jane Street
21
Jane Street
New York
$6.42M +$2.67M +24,462 +72%
SFM
22
Signet Financial Management
New Jersey
$6.37M -$459K -4,209 -7%
Ameriprise
23
Ameriprise
Minnesota
$5.9M +$3.48M +31,920 +146%
II
24
Impact Investors
California
$5.75M -$1.34M -12,310 -19%
US Bancorp
25
US Bancorp
Minnesota
$4.29M -$268K -2,455 -6%

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.