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iShares Agency Bond ETF (AGZ) Institutional Ownership

iShares Agency Bond ETF logo
$110.27 +0.05 (+0.05%)
Closing price 09/19/2025 04:10 PM Eastern
Extended Trading
$110.27 0.00 (0.00%)
As of 09/19/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
87
Total
Institutional Inflows
(last 12 months)
$281.69M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$124.09M
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025 Osaic Holdings Inc.4,626$508K0.0%+158.1%0.083%
8/15/2025 Corient Private Wealth LLC1,825$200K0.0%N/A0.033%
8/15/2025 Tidal Investments LLC20,485$2.24M0.0%+113.7%0.366%
8/15/2025 Smartleaf Asset Management LLC5,552$608K0.1%+2.7%0.099%
8/15/2025 Bank of America Corp DE75,517$8.28M0.0%-5.8%1.349%
8/15/2025 Ameriprise Financial Inc.53,779$5.90M0.0%+146.0%0.960%
8/14/2025 Jane Street Group LLC58,563$6.42M0.0%+71.7%1.046%
8/14/2025 Raymond James Financial Inc.288,709$31.67M0.0%+0.3%5.156%
8/14/2025 Faithward Advisors LLC194,717$21.36M3.3%+5.9%3.477%
8/14/2025 Cerity Partners LLC12,813$1.41M0.0%N/A0.229%
8/13/2025 Great Diamond Partners LLC78,255$8.59M1.8%+0.4%1.397%
8/13/2025 Guggenheim Capital LLC14,180$1.56M0.0%-19.1%0.253%
8/13/2025 Measured Wealth Private Client Group LLC6,581$722K0.2%-34.3%0.118%
8/12/2025 J.W. Cole Advisors Inc.8,245$904K0.0%+2.0%0.147%
8/12/2025 Steward Partners Investment Advisory LLC3,039$333K0.0%+12.5%0.054%
8/12/2025 Jaffetilchin Investment Partners LLC21,002$2.30M0.2%+11.6%0.375%
8/12/2025 Global Retirement Partners LLC2,600$285K0.0%N/A0.046%
8/12/2025 JPMorgan Chase & Co.7,393$811K0.0%-4.1%0.132%
8/11/2025 TRUE Private Wealth Advisors24,569$2.70M0.3%-93.9%0.439%
8/11/2025 WBI Investments LLC32,636$3.58M0.9%-6.7%0.583%
8/8/2025 Citizens Financial Group Inc. RI6,698$735K0.0%+29.2%0.120%
8/8/2025 Avantax Advisory Services Inc.33,319$3.66M0.0%+15.4%0.595%
8/8/2025 Cetera Investment Advisers3,744$411K0.0%-79.4%0.067%
8/8/2025 Ignite Planners LLC8,899$970K0.1%+7.5%0.159%
8/8/2025 Bailard Inc.127,218$13.96M0.3%+1.8%2.272%
8/8/2025 Renasant Bank3,018$331K0.2%-12.4%0.054%
8/8/2025 PNC Financial Services Group Inc.32,649$3.58M0.0%-1.7%0.583%
8/8/2025 United Asset Strategies Inc.3,331$365K0.0%-24.7%0.059%
8/6/2025 Moors & Cabot Inc.8,129$892K0.0%+7.0%0.145%
8/5/2025 Bank of New York Mellon Corp194,732$21.36M0.0%+8.7%3.477%
8/5/2025 Cambiar Investors LLC7,941$871K0.0%-4.6%0.142%
8/4/2025 Creative Financial Designs Inc. ADV10,896$1.20M0.1%-13.8%0.195%
8/4/2025 Keybank National Association OH94,451$10.36M0.0%-2.2%1.687%
8/4/2025 Arkadios Wealth Advisors2,417$265K0.0%+9.3%0.043%
8/1/2025 James Investment Research Inc.14,016$1.54M0.2%-1.7%0.250%
8/1/2025 Ashton Thomas Private Wealth LLC5,672$622K0.0%-7.9%0.101%
8/1/2025 Envestnet Asset Management Inc.119,834$13.15M0.0%-11.2%2.140%
7/31/2025 Mason & Associates Inc123,551$13.55M3.1%-1.9%2.206%
7/31/2025 Glass Jacobson Investment Advisors llc9,396$1.03M0.4%+2.3%0.168%
7/31/2025 Asset Management One Co. Ltd.103,184$11.32M0.0%-5.4%1.843%
7/31/2025 Sharper & Granite LLC10,838$1.18M0.4%-1.2%0.194%
7/30/2025 Rehmann Capital Advisory Group9,371$1.03M0.1%-6.3%0.167%
7/30/2025 Triton Financial Group Inc15,113$1.66M1.2%N/A0.270%
7/29/2025 Private Trust Co. NA3,993$438K0.0%+3.6%0.071%
7/24/2025 US 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%
7/22/2025 Checchi Capital Advisers LLC4,164$457K0.0%-27.0%0.074%
7/21/2025 Impact Investors Inc52,408$5.75M4.1%-19.0%0.936%
7/21/2025 Ameritas Advisory Services LLC239$26K0.0%N/A0.004%
7/21/2025 Mirae Asset Global Investments Co. Ltd.16,390$1.80M0.0%-46.2%0.293%
7/18/2025 RKL Wealth Management LLC78,396$8.60M0.8%-1.7%1.400%
7/17/2025 Park Place Capital Corp3,461$378K0.1%-11.0%0.062%
7/17/2025 Montis Financial LLC9,368$1.03M0.3%-31.8%0.167%
7/17/2025 Clean Yield Group746$82K0.0%+14.4%0.013%
7/17/2025 Smith Salley Wealth Management19,689$2.16M0.1%+0.5%0.352%
7/17/2025 Avior Wealth Management LLC2,829$310K0.0%-3.7%0.051%
7/16/2025 Novem Group3,988$437K0.1%+9.5%0.071%
7/16/2025 Maridea Wealth Management LLC6,353$697K0.2%-24.8%0.113%
7/15/2025 Signet Financial Management LLC58,085$6.37M0.8%-6.8%1.037%
7/14/2025 Narus 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%
7/3/2025 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%
(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, 153 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 2,581,741 shares in the last 24 months. This purchase volume represents approximately $281.69M in transactions.

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

Of the 57 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 1,135,837 shares in the last 24 months. This volume of shares sold represents approximately $124.09M in transactions.



This page (NYSEARCA:AGZ) was last updated on 9/21/2025 by MarketBeat.com Staff
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