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iShares Agency Bond ETF (AGZ) Institutional Ownership

iShares Agency Bond ETF logo
$110.46 +0.35 (+0.32%)
Closing price 10/10/2025 04:10 PM Eastern
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$110.46 0.00 (0.00%)
As of 10/10/2025 04:10 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)
88
Total
Institutional Inflows
(last 12 months)
$281.59M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$123.87M
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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
10/10/2025 Fluent Financial LLC36,747$4.06M1.6%+8.4%0.700%
10/8/2025 Legacy Private Trust Co.2,450$270K0.0%+4.3%0.047%
10/8/2025 Ignite Planners LLC8,805$972K0.2%-1.1%0.168%
10/7/2025 Montecito Bank & Trust1,978$218K0.0%N/A0.038%
9/26/2025Corient Private Wealth LLC1,825$200K0.0%N/A0.033%
9/4/2025Osaic Holdings Inc.4,626$508K0.0%+158.1%0.083%
8/15/2025Corient Private Wealth LLC1,825$200K0.0%N/A0.033%
8/15/2025Tidal Investments LLC20,485$2.24M0.0%+113.7%0.366%
8/15/2025Smartleaf Asset Management LLC5,552$608K0.1%+2.7%0.099%
8/15/2025Bank of America Corp DE75,517$8.28M0.0%-5.8%1.349%
8/15/2025Ameriprise Financial Inc.53,779$5.90M0.0%+146.0%0.960%
8/14/2025Jane Street Group LLC58,563$6.42M0.0%+71.7%1.046%
8/14/2025Raymond James Financial Inc.288,709$31.67M0.0%+0.3%5.156%
8/14/2025Faithward Advisors LLC194,717$21.36M3.3%+5.9%3.477%
8/14/2025Cerity Partners LLC12,813$1.41M0.0%N/A0.229%
8/13/2025Great Diamond Partners LLC78,255$8.59M1.8%+0.4%1.397%
8/13/2025Guggenheim Capital LLC14,180$1.56M0.0%-19.1%0.253%
8/13/2025Measured Wealth Private Client Group LLC6,581$722K0.2%-34.3%0.118%
8/12/2025J.W. Cole Advisors Inc.8,245$904K0.0%+2.0%0.147%
8/12/2025Steward Partners Investment Advisory LLC3,039$333K0.0%+12.5%0.054%
8/12/2025Jaffetilchin Investment Partners LLC21,002$2.30M0.2%+11.6%0.375%
8/12/2025Global Retirement Partners LLC2,600$285K0.0%N/A0.046%
8/12/2025JPMorgan Chase & Co.7,393$811K0.0%-4.1%0.132%
8/11/2025TRUE Private Wealth Advisors24,569$2.70M0.3%-93.9%0.439%
8/11/2025WBI Investments LLC32,636$3.58M0.9%-6.7%0.583%
8/8/2025Citizens Financial Group Inc. RI6,698$735K0.0%+29.2%0.120%
8/8/2025Avantax Advisory Services Inc.33,319$3.66M0.0%+15.4%0.595%
8/8/2025Cetera Investment Advisers3,744$411K0.0%-79.4%0.067%
8/8/2025 Ignite Planners LLC8,899$970K0.1%+7.5%0.159%
8/8/2025Bailard Inc.127,218$13.96M0.3%+1.8%2.272%
8/8/2025Renasant Bank3,018$331K0.2%-12.4%0.054%
8/8/2025PNC Financial Services Group Inc.32,649$3.58M0.0%-1.7%0.583%
8/8/2025United Asset Strategies Inc.3,331$365K0.0%-24.7%0.059%
8/6/2025Moors & Cabot Inc.8,129$892K0.0%+7.0%0.145%
8/5/2025Bank of New York Mellon Corp194,732$21.36M0.0%+8.7%3.477%
8/5/2025Cambiar Investors LLC7,941$871K0.0%-4.6%0.142%
8/4/2025Creative Financial Designs Inc. ADV10,896$1.20M0.1%-13.8%0.195%
8/4/2025Keybank National Association OH94,451$10.36M0.0%-2.2%1.687%
8/4/2025Arkadios Wealth Advisors2,417$265K0.0%+9.3%0.043%
8/1/2025James Investment Research Inc.14,016$1.54M0.2%-1.7%0.250%
8/1/2025Ashton Thomas Private Wealth LLC5,672$622K0.0%-7.9%0.101%
8/1/2025Envestnet Asset Management Inc.119,834$13.15M0.0%-11.2%2.140%
7/31/2025Mason & Associates Inc123,551$13.55M3.1%-1.9%2.206%
7/31/2025Glass Jacobson Investment Advisors llc9,396$1.03M0.4%+2.3%0.168%
7/31/2025Asset Management One Co. Ltd.103,184$11.32M0.0%-5.4%1.843%
7/31/2025Sharper & Granite LLC10,838$1.18M0.4%-1.2%0.194%
7/30/2025Rehmann Capital Advisory Group9,371$1.03M0.1%-6.3%0.167%
7/30/2025Triton Financial Group Inc15,113$1.66M1.2%N/A0.270%
7/29/2025Private Trust Co. NA3,993$438K0.0%+3.6%0.071%
7/24/2025US Bancorp DE39,082$4.29M0.0%-5.9%0.698%
7/23/2025 Fluent Financial LLC33,900$3.72M1.5%+32.4%0.605%
7/23/2025 Ignite Planners LLC8,901$970K0.1%+7.5%0.159%
7/22/2025Checchi Capital Advisers LLC4,164$457K0.0%-27.0%0.074%
7/21/2025Impact Investors Inc52,408$5.75M4.1%-19.0%0.936%
7/21/2025Ameritas Advisory Services LLC239$26K0.0%N/A0.004%
7/21/2025Mirae Asset Global Investments Co. Ltd.16,390$1.80M0.0%-46.2%0.293%
7/18/2025RKL Wealth Management LLC78,396$8.60M0.8%-1.7%1.400%
7/17/2025Park Place Capital Corp3,461$378K0.1%-11.0%0.062%
7/17/2025Montis Financial LLC9,368$1.03M0.3%-31.8%0.167%
7/17/2025Clean Yield Group746$82K0.0%+14.4%0.013%
7/17/2025Smith Salley Wealth Management19,689$2.16M0.1%+0.5%0.352%
7/17/2025Avior Wealth Management LLC2,829$310K0.0%-3.7%0.051%
7/16/2025Novem Group3,988$437K0.1%+9.5%0.071%
7/16/2025Maridea Wealth Management LLC6,353$697K0.2%-24.8%0.113%
7/15/2025Signet Financial Management LLC58,085$6.37M0.8%-6.8%1.037%
7/14/2025Narus Financial Partners LLC4,117$452K0.1%-16.5%0.074%
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%
7/3/2025Arvest 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%
(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, 152 institutional investors and hedge funds held shares of iShares Agency Bond ETF. The most heavily invested institutionals were HighTower Advisors LLC ($42.63M), Stifel Financial Corp ($38.76M), Raymond James Financial Inc. ($31.67M), International Assets Investment Management LLC ($23.27M), Bank of New York Mellon Corp ($21.36M), Faithward Advisors LLC ($21.36M), and Raymond James & Associates ($20.70M).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 127 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. ($518.74K), 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 2,580,804 shares in the last 24 months. This purchase volume represents approximately $281.59M in transactions.

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

Of the 55 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: TRUE Private Wealth Advisors ($387.72K), Jaffetilchin Investment Partners LLC ($140.46K), Avantax Advisory Services Inc. ($127.00K), Impact Investors Inc ($84.18K), Jane Street Group LLC ($61.90K), JPMorgan Chase & Co. ($42.74K), and Mason & Associates Inc ($39.42K).

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

Institutional investors have sold a total of 1,133,803 shares in the last 24 months. This volume of shares sold represents approximately $123.87M in transactions.



This page (NYSEARCA:AGZ) was last updated on 10/12/2025 by MarketBeat.com Staff
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