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iShares Agency Bond ETF
AGZ

Overview Fund Activity

136 hedge funds and large institutions have $445M invested in iShares Agency Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-1
Holders Change %
-0.73%
% of All Funds
1.82%
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
34
Reduced
62
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
Syon Capital
California
$20.6M
2
Ameriprise
Ameriprise
Minnesota
$5.9M
3
Citadel Advisors
Citadel Advisors
Florida
$6.58M
4
Jane Street
Jane Street
New York
$6.42M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$21.4M

Top Sellers

1
TPWA
TRUE Private Wealth Advisors
Oregon
$2.7M
2
BlackRock
BlackRock
New York
$0
3
MCCA
Mill Creek Capital Advisors
Pennsylvania
$13.4M
4
Wells Fargo
Wells Fargo
California
$12.8M
5
CM
Columbus Macro
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$44.1M +$1.35M +12,283 +3%
Stifel Financial
2
Stifel Financial
Missouri
$40.6M -$393K -3,583 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$31.7M +$82.2K +749 +0.3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$21.4M +$1.72M +15,656 +9%
FA
5
Faithward Advisors
Pennsylvania
$21.4M +$1.2M +10,898 +6%
SC
6
Syon Capital
California
$20.6M +$20.6M +187,866 New
B
7
Bailard
California
$14M +$251K +2,292 +2%
MAC
8
Mason & Associates (California)
California
$13.6M -$261K -2,381 -2%
MCCA
9
Mill Creek Capital Advisors
Pennsylvania
$13.4M -$3.91M -35,684 -23%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13.1M -$1.67M -15,184 -11%
Wells Fargo
11
Wells Fargo
California
$12.8M -$2.59M -23,586 -17%
Asset Management One
12
Asset Management One
Japan
$11.3M -$647K -5,894 -5%
AI
13
Arvest Investments
Arkansas
$11.3M -$72.8K -664 -0.6%
KeyBank National Association
14
KeyBank National Association
Ohio
$10.4M -$231K -2,109 -2%
RWM
15
RKL Wealth Management
Pennsylvania
$8.6M -$144K -1,316 -2%
GDP
16
Great Diamond Partners
Maine
$8.58M +$30.2K +275 +0.4%
UBS Group
17
UBS Group
Switzerland
$8.46M -$549K -5,007 -6%
Bank of America
18
Bank of America
North Carolina
$8.28M -$511K -4,655 -6%
Morgan Stanley
19
Morgan Stanley
New York
$7.95M +$116K +1,055 +1%
Citadel Advisors
20
Citadel Advisors
Florida
$6.58M +$2.69M +24,530 +69%
Jane Street
21
Jane Street
New York
$6.42M +$2.68M +24,462 +72%
SFM
22
Signet Financial Management
New Jersey
$6.37M -$462K -4,209 -7%
Ameriprise
23
Ameriprise
Minnesota
$5.9M +$3.5M +31,920 +146%
II
24
Impact Investors
California
$5.75M -$1.35M -12,310 -19%
US Bancorp
25
US Bancorp
Minnesota
$4.29M -$269K -2,455 -6%
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