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iShares Agency Bond ETF

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: 139145 (+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: 42 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$49.3M +$4.92M +44,861 +11%
Stifel Financial
2
Stifel Financial
Missouri
$43.9M +$3.04M +27,731 +7%
Raymond James Financial
3
Raymond James Financial
Florida
$32.4M +$525K +4,788 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$24.5M +$2.97M +27,109 +14%
SC
5
Syon Capital
California
$21M +$243K +2,221 +1%
MAC
6
Mason & Associates (California)
California
$14.9M +$1.21M +11,022 +9%
MCCA
7
Mill Creek Capital Advisors
Pennsylvania
$14.1M +$590K +5,379 +4%
Asset Management One
8
Asset Management One
Japan
$12.2M +$814K +7,427 +7%
B
9
Bailard
California
$12.2M -$1.86M -16,969 -13%
Jane Street
10
Jane Street
New York
$10.6M +$4.15M +37,844 +65%
KeyBank National Association
11
KeyBank National Association
Ohio
$10.2M -$211K -1,929 -2%
UBS Group
12
UBS Group
Switzerland
$9.87M +$1.34M +12,258 +16%
AI
13
Arvest Investments
Arkansas
$9.85M -$1.51M -13,729 -13%
RWM
14
RKL Wealth Management
Pennsylvania
$8.77M +$120K +1,095 +1%
Morgan Stanley
15
Morgan Stanley
New York
$8.52M +$520K +4,742 +7%
GDP
16
Great Diamond Partners
Maine
$7.02M -$1.61M -14,664 -19%
Bank of America
17
Bank of America
North Carolina
$6.72M -$1.61M -14,660 -19%
Ameriprise
18
Ameriprise
Minnesota
$6.56M +$631K +5,760 +11%
SFM
19
Signet Financial Management
New Jersey
$6.22M -$193K -1,759 -3%
Wells Fargo
20
Wells Fargo
California
$5.2M -$7.61M -69,385 -60%
US Bancorp
21
US Bancorp
Minnesota
$4.31M -$5.7K -52 -0.1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$4.3M +$3.87M +35,257 +942%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.14M +$3.6M +32,875 +711%
FF
24
Fluent Financial
Texas
$4.06M +$312K +2,847 +8%
II
25
Impact Investors
California
$4.01M -$1.76M -16,063 -31%

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.