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iShares Agency Bond ETF (AGZ) Institutional Ownership

iShares Agency Bond ETF logo
$109.07 0.00 (0.00%)
As of 04:10 PM Eastern

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)
80
Total
Institutional Inflows
(last 12 months)
$282.03M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$74.65M
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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
5/28/2025 Vista Cima Wealth Management LLC17,535$1.92M1.4%+12.1%0.313%
5/22/2025 WBI Investments LLC34,961$3.83M1.0%+23.7%0.624%
5/19/2025 Jane Street Group LLC34,101$3.73M0.0%+276.3%0.609%
5/16/2025 Faithward Advisors LLC183,819$20.12M3.5%+1.3%3.282%
5/16/2025 Ashton Thomas Private Wealth LLC6,156$674K0.0%-6.2%0.110%
5/15/2025 Royal Bank of Canada9,707$1.06M0.0%+2.4%0.173%
5/15/2025 Baird Financial Group Inc.4,380$479K0.0%N/A0.078%
5/14/2025 Comerica Bank2,589$283K0.0%+15.6%0.046%
5/14/2025 Smartleaf Asset Management LLC5,405$591K0.1%+35.8%0.097%
5/14/2025 United Asset Strategies Inc.4,424$484K0.0%-35.5%0.079%
5/13/2025 Mill Creek Capital Advisors LLC158,101$17.30M0.4%+1.3%2.823%
5/13/2025 Cambiar Investors LLC8,321$911K0.0%+32.9%0.149%
5/13/2025 Raymond James Financial Inc.287,960$31.51M0.0%+25.2%5.142%
5/13/2025 HighTower Advisors LLC389,506$42.63M0.1%+7.3%6.658%
5/12/2025 Measured Wealth Private Client Group LLC10,019$1.10M0.4%-75.8%0.171%
5/9/2025 Citizens Financial Group Inc. RI5,186$568K0.0%+14.0%0.089%
5/9/2025 Renasant Bank3,447$377K0.2%-10.8%0.059%
5/9/2025 PNC Financial Services Group Inc.33,224$3.64M0.0%-1.6%0.568%
5/8/2025 US Bancorp DE41,537$4.55M0.0%-13.1%0.710%
5/8/2025 Arkadios Wealth Advisors2,211$242K0.0%N/A0.038%
5/7/2025 Maridea Wealth Management LLC8,447$924K0.3%-17.4%0.144%
5/7/2025 LPL Financial LLC41,859$4.58M0.0%+54.2%0.716%
5/6/2025 Cetera Investment Advisers18,153$1.99M0.0%-2.1%0.310%
5/6/2025 Avantax Advisory Services Inc.28,861$3.16M0.0%-10.2%0.493%
5/6/2025 Efficient Advisors LLC4,141$453K0.0%N/A0.071%
5/6/2025 Ignite Planners LLC8,277$905K0.2%-37.6%0.141%
5/5/2025 J.W. Cole Advisors Inc.8,083$885K0.0%+94.3%0.138%
5/5/2025 IFP Advisors Inc865$95K0.0%+22.3%0.015%
5/5/2025 Private Advisor Group LLC12,406$1.36M0.0%+14.8%0.212%
5/2/2025 Montis Financial LLC13,746$1.50M0.4%-19.7%0.235%
5/2/2025 Bailard Inc.124,926$13.67M0.4%N/A2.135%
5/2/2025 James Investment Research Inc.14,253$1.56M0.2%-3.6%0.244%
4/30/2025 Narus Financial Partners LLC4,931$540K0.2%-6.6%0.084%
4/30/2025 Rehmann Capital Advisory Group10,005$1.10M0.1%+114.1%0.171%
4/30/2025 Sharper & Granite LLC10,967$1.20M0.5%-1.4%0.187%
4/29/2025 Liberty Square Wealth Partners LLC5,173$566K0.2%-8.2%0.088%
4/29/2025 Envestnet Asset Management Inc.135,018$14.78M0.0%+8.6%2.308%
4/29/2025 HM Payson & Co.26,730$2.93M0.1%+16.0%0.457%
4/29/2025 Bank 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%
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4/29/2025 Checchi Capital Advisers LLC5,703$624K0.0%+22.9%0.097%
4/28/2025 Novem Group3,641$398K0.1%+8.9%0.062%
4/28/2025 Detalus Advisors LLC2,038$223K0.1%N/A0.035%
4/28/2025 Keybank National Association OH96,560$10.57M0.0%-0.8%1.651%
4/28/2025 Impact Investors Inc64,718$7.08M5.5%-52.6%1.106%
4/28/2025 RKL Wealth Management LLC79,712$8.72M0.8%-3.8%1.363%
4/25/2025 Smith Salley Wealth Management19,585$2.14M0.1%+0.6%0.335%
4/24/2025 Mirae Asset Global Investments Co. Ltd.30,490$3.33M0.0%+9.0%0.521%
4/24/2025 Jaffetilchin Investment Partners LLC18,824$2.06M0.1%-88.2%0.322%
4/24/2025 Park Place Capital Corp3,890$426K0.1%-14.1%0.066%
4/23/2025 Creative Financial Designs Inc. ADV12,639$1.38M0.1%+32.5%0.216%
4/23/2025 Pacific Financial Group Inc.2,481$272K0.2%-19.3%0.042%
4/23/2025 Asset Management One Co. Ltd.109,078$11.94M0.0%+1.6%1.865%
4/21/2025 Avior Wealth Management LLC2,937$321K0.0%-22.7%0.050%
4/17/2025 Mason & Associates Inc125,932$13.78M3.4%-22.7%2.134%
4/17/2025 Columbus Macro LLC16,538$1.81M0.2%-2.2%0.280%
4/17/2025 CHB Investment Group LLC29,030$3.18M1.7%+2.3%0.492%
4/16/2025 CVA 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%
4/15/2025 Signet Financial Management LLC62,294$6.82M0.9%-14.3%1.056%
4/11/2025 Insight Advisors LLC PA12,988$1.42M0.2%+6.9%0.220%
4/10/2025 Fluent Financial LLC25,602$2.80M1.2%+11.2%0.434%
4/10/2025 Hennion & 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%
3/3/2025 Fluent Financial LLC23,033$2.49M1.1%-1.9%0.360%
2/24/2025 Liberty Square Wealth Partners LLC5,635$610K0.2%N/A0.088%
2/18/2025 Novem Group3,344$361K0.1%N/A0.051%
2/17/2025 Vista Cima Wealth Management LLC15,641$1.69M1.8%N/A0.241%
2/17/2025 WBI Investments LLC28,259$3.05M0.8%-2.9%0.435%
2/17/2025 Tidal Investments LLC5,502$594K0.0%N/A0.085%
2/17/2025 Eagle Global Advisors LLC5,230$565K0.0%+4.0%0.080%
2/17/2025 Cetera Investment Advisers18,543$2.00M0.0%+373.9%0.285%
2/17/2025 Citadel Advisors LLC69,910$7.55M0.0%+2,803.2%1.076%
2/17/2025 Bank of America Corp DE78,601$8.49M0.0%-1.5%1.209%
2/17/2025 Ameriprise Financial Inc.24,801$2.68M0.0%-11.7%0.382%
2/14/2025 Jane Street Group LLC9,062$978K0.0%-79.7%0.139%
2/14/2025 Stifel Financial Corp358,986$38.76M0.0%+2.1%5.523%
2/13/2025 NewEdge Advisors LLC5,684$614K0.0%-3.3%0.087%
2/13/2025 Guggenheim Capital LLC15,912$1.72M0.0%+12.7%0.245%
2/13/2025 Fiducient Advisors LLC12,540$1.35M0.2%+9.3%0.193%
2/13/2025 Glass Jacobson Investment Advisors llc9,188$992K0.3%+9.1%0.141%
2/13/2025 Jaffetilchin Investment Partners LLC159,288$17.20M1.2%+4.0%2.451%
2/13/2025 TRUE Private Wealth Advisors744,353$80.36M9.8%-1.0%11.452%
2/13/2025 Raymond James Financial Inc.230,029$24.83M0.0%N/A3.539%
2/13/2025 Faithward Advisors LLC181,415$19.59M3.3%+5.5%2.791%
2/13/2025 Straightline Group LLC163,332$17.63M11.6%N/A2.513%
2/13/2025 Envestnet Asset Management Inc.124,286$13.42M0.0%+17.7%1.912%
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2/13/2025 Wells Fargo & Company MN150,367$16.23M0.0%+38.1%2.313%
2/12/2025 Maridea Wealth Management LLC10,226$1.10M0.4%N/A0.157%
2/12/2025 JPMorgan Chase & Co.11,053$1.19M0.0%-79.3%0.170%
2/12/2025 PKS Advisory Services LLC2,468$266K0.1%N/A0.038%
2/11/2025 LPL Financial LLC27,150$2.93M0.0%+1.2%0.418%
2/11/2025 Fortis 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%
2/10/2025 Thrivent Financial for Lutherans2,162$233K0.0%N/A0.033%
2/10/2025 Creative Financial Designs Inc. ADV9,540$1.03M0.1%+90.0%0.147%
2/10/2025 Montis Financial LLC17,111$1.85M0.6%N/A0.263%
(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 AGZ's institutional investors.

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

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

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

Of the 124 institutional investors that purchased iShares Agency Bond ETF 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 4,633,514 shares in the last 24 months. This purchase volume represents approximately $501.69M in transactions.

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

Of the 96 institutional investors that sold iShares Agency Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Advisor Group LLC ($210.68K), Raymond James & Associates ($195.18K), Jaffetilchin Investment Partners LLC ($140.46K), Avantax Advisory Services Inc. ($127.00K), Impact Investors Inc ($71.87K), Jane Street Group LLC ($61.90K), and JPMorgan Chase & Co. ($42.42K).

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

Institutional investors have sold a total of 1,406,426 shares in the last 24 months. This volume of shares sold represents approximately $151.86M in transactions.



This page (NYSEARCA:AGZ) was last updated on 5/30/2025 by MarketBeat.com Staff
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