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iShares Agency Bond ETF (AGZ) Institutional Ownership

iShares Agency Bond ETF logo
$108.94 -0.01 (0.00%)
As of 03:41 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Agency Bond ETF (NYSEARCA:AGZ)

Current
Institutional Ownership
Percentage
9.74%
Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$282.13M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$74.81M
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AGZ Institutional Buying and Selling by Quarter

iShares Agency Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025 Focus Financial Network Inc.19,163$2.10M0.1%-6.1%0.342%
7/8/2025 Legacy Private Trust Co.2,350$258K0.0%N/A0.042%
7/3/2025 Arvest Investments Inc.102,995$11.30M1.7%-0.6%1.839%
5/28/2025Vista Cima Wealth Management LLC17,535$1.92M1.4%+12.1%0.313%
5/22/2025WBI Investments LLC34,961$3.83M1.0%+23.7%0.624%
5/19/2025Jane Street Group LLC34,101$3.73M0.0%+276.3%0.609%
5/16/2025Faithward Advisors LLC183,819$20.12M3.5%+1.3%3.282%
5/16/2025Ashton Thomas Private Wealth LLC6,156$674K0.0%-6.2%0.110%
5/15/2025Royal Bank of Canada9,707$1.06M0.0%+2.4%0.173%
5/15/2025Baird Financial Group Inc.4,380$479K0.0%N/A0.078%
5/14/2025Comerica Bank2,589$283K0.0%+15.6%0.046%
5/14/2025Smartleaf Asset Management LLC5,405$591K0.1%+35.8%0.097%
5/14/2025United Asset Strategies Inc.4,424$484K0.0%-35.5%0.079%
5/13/2025Mill Creek Capital Advisors LLC158,101$17.30M0.4%+1.3%2.823%
5/13/2025Cambiar Investors LLC8,321$911K0.0%+32.9%0.149%
5/13/2025Raymond James Financial Inc.287,960$31.51M0.0%+25.2%5.142%
5/13/2025HighTower Advisors LLC389,506$42.63M0.1%+7.3%6.658%
5/12/2025Measured Wealth Private Client Group LLC10,019$1.10M0.4%-75.8%0.171%
5/9/2025Citizens Financial Group Inc. RI5,186$568K0.0%+14.0%0.089%
5/9/2025Renasant Bank3,447$377K0.2%-10.8%0.059%
5/9/2025PNC Financial Services Group Inc.33,224$3.64M0.0%-1.6%0.568%
5/8/2025US Bancorp DE41,537$4.55M0.0%-13.1%0.710%
5/8/2025Arkadios Wealth Advisors2,211$242K0.0%N/A0.038%
5/7/2025Maridea Wealth Management LLC8,447$924K0.3%-17.4%0.144%
5/7/2025LPL Financial LLC41,859$4.58M0.0%+54.2%0.716%
5/6/2025Cetera Investment Advisers18,153$1.99M0.0%-2.1%0.310%
5/6/2025Avantax Advisory Services Inc.28,861$3.16M0.0%-10.2%0.493%
5/6/2025Efficient Advisors LLC4,141$453K0.0%N/A0.071%
5/6/2025Ignite Planners LLC8,277$905K0.2%-37.6%0.141%
5/5/2025J.W. Cole Advisors Inc.8,083$885K0.0%+94.3%0.138%
5/5/2025IFP Advisors Inc865$95K0.0%+22.3%0.015%
5/5/2025Private Advisor Group LLC12,406$1.36M0.0%+14.8%0.212%
5/2/2025Montis Financial LLC13,746$1.50M0.4%-19.7%0.235%
5/2/2025Bailard Inc.124,926$13.67M0.4%N/A2.135%
5/2/2025James Investment Research Inc.14,253$1.56M0.2%-3.6%0.244%
4/30/2025Narus Financial Partners LLC4,931$540K0.2%-6.6%0.084%
4/30/2025Rehmann Capital Advisory Group10,005$1.10M0.1%+114.1%0.171%
4/30/2025Sharper & Granite LLC10,967$1.20M0.5%-1.4%0.187%
4/29/2025Liberty Square Wealth Partners LLC5,173$566K0.2%-8.2%0.088%
4/29/2025Envestnet Asset Management Inc.135,018$14.78M0.0%+8.6%2.308%
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4/29/2025HM Payson & Co.26,730$2.93M0.1%+16.0%0.457%
4/29/2025Bank of New York Mellon Corp179,076$19.60M0.0%+13.1%3.061%
4/29/2025 Goelzer Investment Management Inc.10,320$1.13M0.1%+1.9%0.176%
4/29/2025Checchi Capital Advisers LLC5,703$624K0.0%+22.9%0.097%
4/28/2025Novem Group3,641$398K0.1%+8.9%0.062%
4/28/2025Detalus Advisors LLC2,038$223K0.1%N/A0.035%
4/28/2025Keybank National Association OH96,560$10.57M0.0%-0.8%1.651%
4/28/2025Impact Investors Inc64,718$7.08M5.5%-52.6%1.106%
4/28/2025RKL Wealth Management LLC79,712$8.72M0.8%-3.8%1.363%
4/25/2025Smith Salley Wealth Management19,585$2.14M0.1%+0.6%0.335%
4/24/2025Mirae Asset Global Investments Co. Ltd.30,490$3.33M0.0%+9.0%0.521%
4/24/2025Jaffetilchin Investment Partners LLC18,824$2.06M0.1%-88.2%0.322%
4/24/2025Park Place Capital Corp3,890$426K0.1%-14.1%0.066%
4/23/2025Creative Financial Designs Inc. ADV12,639$1.38M0.1%+32.5%0.216%
4/23/2025Pacific Financial Group Inc.2,481$272K0.2%-19.3%0.042%
4/23/2025Asset Management One Co. Ltd.109,078$11.94M0.0%+1.6%1.865%
4/21/2025Avior Wealth Management LLC2,937$321K0.0%-22.7%0.050%
4/17/2025Mason & Associates Inc125,932$13.78M3.4%-22.7%2.134%
4/17/2025Columbus Macro LLC16,538$1.81M0.2%-2.2%0.280%
4/17/2025CHB Investment Group LLC29,030$3.18M1.7%+2.3%0.492%
4/16/2025CVA Family Office LLC29,071$3.18M0.5%+2.6%0.493%
4/15/2025 Arvest Investments Inc.103,659$11.35M1.8%+1.6%1.757%
4/15/2025 Focus Financial Network Inc.20,417$2.23M0.1%+1.9%0.346%
4/15/2025 Fiduciary Financial Group LLC2,425$263K0.1%-16.7%0.041%
4/15/2025Signet Financial Management LLC62,294$6.82M0.9%-14.3%1.056%
4/11/2025Insight Advisors LLC PA12,988$1.42M0.2%+6.9%0.220%
4/10/2025Fluent Financial LLC25,602$2.80M1.2%+11.2%0.434%
4/10/2025Hennion & Walsh Asset Management Inc.35,485$3.88M0.2%-2.3%0.601%
3/17/2025 NorthCrest Asset Manangement LLC13,659$1.48M0.0%-2.4%0.232%
3/10/2025Capstone Triton Financial Group LLC16,499$1.78M1.1%-1.3%0.258%
3/3/2025Fluent Financial LLC23,033$2.49M1.1%-1.9%0.360%
2/24/2025Liberty Square Wealth Partners LLC5,635$610K0.2%N/A0.088%
2/18/2025Novem Group3,344$361K0.1%N/A0.051%
2/17/2025Vista Cima Wealth Management LLC15,641$1.69M1.8%N/A0.241%
2/17/2025WBI Investments LLC28,259$3.05M0.8%-2.9%0.435%
2/17/2025Tidal Investments LLC5,502$594K0.0%N/A0.085%
2/17/2025Eagle Global Advisors LLC5,230$565K0.0%+4.0%0.080%
2/17/2025Cetera Investment Advisers18,543$2.00M0.0%+373.9%0.285%
2/17/2025Citadel Advisors LLC69,910$7.55M0.0%+2,803.2%1.076%
2/17/2025Bank of America Corp DE78,601$8.49M0.0%-1.5%1.209%
2/17/2025Ameriprise Financial Inc.24,801$2.68M0.0%-11.7%0.382%
2/14/2025Jane Street Group LLC9,062$978K0.0%-79.7%0.139%
2/14/2025Stifel Financial Corp358,986$38.76M0.0%+2.1%5.523%
2/13/2025NewEdge Advisors LLC5,684$614K0.0%-3.3%0.087%
2/13/2025Guggenheim Capital LLC15,912$1.72M0.0%+12.7%0.245%
2/13/2025Fiducient Advisors LLC12,540$1.35M0.2%+9.3%0.193%
2/13/2025Glass Jacobson Investment Advisors llc9,188$992K0.3%+9.1%0.141%
2/13/2025Jaffetilchin Investment Partners LLC159,288$17.20M1.2%+4.0%2.451%
2/13/2025TRUE Private Wealth Advisors744,353$80.36M9.8%-1.0%11.452%
2/13/2025Raymond James Financial Inc.230,029$24.83M0.0%N/A3.539%
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2/13/2025Faithward Advisors LLC181,415$19.59M3.3%+5.5%2.791%
2/13/2025Straightline Group LLC163,332$17.63M11.6%N/A2.513%
2/13/2025Envestnet Asset Management Inc.124,286$13.42M0.0%+17.7%1.912%
2/13/2025Wells Fargo & Company MN150,367$16.23M0.0%+38.1%2.313%
2/12/2025Maridea Wealth Management LLC10,226$1.10M0.4%N/A0.157%
2/12/2025JPMorgan Chase & Co.11,053$1.19M0.0%-79.3%0.170%
2/12/2025PKS Advisory Services LLC2,468$266K0.1%N/A0.038%
2/11/2025LPL Financial LLC27,150$2.93M0.0%+1.2%0.418%
2/11/2025Fortis Capital Management LLC13,442$1.45M0.3%+6.1%0.207%
2/11/2025 Arvest Investments Inc.102,039$11.02M1.8%-1.1%1.570%
(Data available from 1/1/2016 forward)

AGZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGZ shares?

During the previous two years, 154 institutional investors and hedge funds held shares of iShares Agency Bond ETF. The most heavily invested institutionals were TRUE Private Wealth Advisors ($80.36M), HighTower Advisors LLC ($42.63M), Stifel Financial Corp ($38.76M), Raymond James Financial Inc. ($31.51M), International Assets Investment Management LLC ($23.27M), Raymond James & Associates ($20.70M), and Faithward Advisors LLC ($20.12M).Learn more on iShares Agency Bond ETF's institutional investors.

What percentage of iShares Agency Bond ETF's stock is owned by institutional investors?

9.74% of iShares Agency Bond ETF's stock is owned by institutional investors. Learn more on AGZ's institutional investor holdings.

Which institutional investors have been buying iShares Agency Bond ETF's stock?

Of the 124 institutional investors that purchased iShares Agency Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TRUE Private Wealth Advisors ($761.87K), International Assets Investment Management LLC ($646.30K), Raymond James Financial Inc. ($517.99K), Assetmark Inc. ($439.26K), Straightline Group LLC ($163.33K), Mason & Associates Inc ($162.98K), and Impact Investors Inc ($136.59K).

How much institutional buying is happening at iShares Agency Bond ETF?

Institutional investors have bought a total of 2,588,754 shares in the last 24 months. This purchase volume represents approximately $282.13M in transactions.

Which of iShares Agency Bond ETF's major shareholders have been selling company stock?

Of the 59 institutional investors that sold iShares Agency Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jaffetilchin Investment Partners LLC ($140.46K), Avantax Advisory Services Inc. ($127.00K), Impact Investors Inc ($71.87K), Jane Street Group LLC ($61.90K), JPMorgan Chase & Co. ($42.42K), Mason & Associates Inc ($37.04K), and Measured Wealth Private Client Group LLC ($31.35K).

How much institutional selling is happening at iShares Agency Bond ETF?

Institutional investors have sold a total of 687,316 shares in the last 24 months. This volume of shares sold represents approximately $74.81M in transactions.



This page (NYSEARCA:AGZ) was last updated on 7/14/2025 by MarketBeat.com Staff
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