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iShares Agency Bond ETF (AGZ) Institutional Ownership

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$106.63
+0.01 (+0.01%)
(As of 04/26/2024 ET)
Stock AnalysisChartDividendHeadlinesHoldingsOwnership

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)
$291.50M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$78.48M
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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
4/26/2024Checchi Capital Advisers LLC3,661$396K0.0%+8.5%0.063%
4/25/2024TRUE Private Wealth Advisors329,582$35.61M4.1%-3.0%5.682%
4/23/2024 Global Retirement Partners LLC753$81K0.0%-16.6%0.013%
4/23/2024 Mason & Associates Inc78,518$8.48M2.3%N/A1.354%
4/23/2024 United Asset Strategies Inc.10,860$1.17M0.1%+3.8%0.187%
4/22/2024 Raymond James & Associates148,023$15.99M0.0%-1.1%2.552%
4/19/2024 Arvest Investments Inc.99,795$10.78M1.7%+3.4%1.721%
4/18/2024 Measured Wealth Private Client Group LLC26,091$2.82M1.0%-2.4%0.454%
4/18/2024 Narus Financial Partners LLC4,365$472K0.2%-11.5%0.076%
4/17/2024 Hennion & Walsh Asset Management Inc.28,177$3.05M0.2%+5.3%0.490%
4/15/2024 Signet Financial Management LLC80,285$8.68M1.2%-1.8%1.396%
4/12/2024 Ignite Planners LLC6,841$733K0.2%+32.9%0.119%
4/11/2024 International Assets Investment Management LLC1,909$205K0.0%-53.3%0.032%
4/10/2024 CVA Family Office LLC28,722$3.10M0.6%-1.4%0.479%
3/22/2024PNC Financial Services Group Inc.49,303$5.35M0.0%-10.6%0.764%
3/15/2024B. Riley Wealth Advisors Inc.5,410$587K0.0%N/A0.084%
2/12/2024Focus Financial Network Inc. ADV15,000$1.63M0.1%N/A0.244%
2/12/2024Stifel Financial Corp321,773$34.89M0.0%-1.1%5.232%
2/12/2024Hilltop Holdings Inc.5,035$546K0.1%-2.9%0.082%
2/9/2024Eagle Global Advisors LLC5,715$620K0.0%-2.0%0.093%
2/9/2024Hanlon Investment Management Inc.2,978$323K0.1%-32.8%0.048%
2/9/2024Assetmark Inc.462,434$50.14M0.2%-5.7%7.519%
2/9/2024Wells Fargo & Company MN109,053$11.83M0.0%+7.7%1.773%
2/9/2024PNC Financial Services Group Inc.49,303$5.35M0.0%-10.6%0.802%
2/8/2024Shared Vision Wealth Group LLC2,325$252K0.2%N/A0.038%
2/7/2024Avantax Advisory Services Inc.127,635$13.84M0.1%+17.4%2.075%
2/7/2024Checchi Capital Advisers LLC3,375$366K0.0%+62.0%0.055%
2/7/2024Envestnet Portfolio Solutions Inc.3,571$387K0.0%-7.6%0.058%
2/7/2024Dana Investment Advisors Inc.4,554$494K0.0%+8.7%0.074%
2/7/2024Great Diamond Partners LLC77,428$8.40M2.1%+2.5%1.259%
2/7/2024Principal Securities Inc.571$62K0.0%N/A0.009%
2/6/2024Private Advisor Group LLC20,026$2.17M0.0%-90.9%0.326%
2/6/2024 Measured Wealth Private Client Group LLC26,725$2.90M1.1%-2.8%0.435%
2/6/2024Merit Financial Group LLC4,548$493K0.0%N/A0.074%
2/6/2024Aveo Capital Partners LLC36,925$4.00M0.5%-5.9%0.600%
2/5/2024 Andina Capital Management LLC34,295$3.72M3.2%N/A0.558%
2/2/2024Citizens Financial Group Inc. RI3,624$393K0.0%-2.7%0.059%
2/2/2024Bryn Mawr Capital Management LLC1,891$205K0.0%-7.9%0.031%
2/2/2024Atria Wealth Solutions Inc.4,570$496K0.0%-11.9%0.074%
2/1/2024Sigma Planning Corp4,877$529K0.0%-51.5%0.079%
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2/1/2024 CWM LLC284$31K0.0%-36.3%0.005%
1/31/2024J.W. Cole Advisors Inc.4,842$525K0.0%-3.9%0.079%
1/30/2024TRUE Private Wealth Advisors339,760$36.84M4.7%N/A5.525%
1/30/2024Avior Wealth Management LLC8,967$972K0.1%-31.8%0.146%
1/30/2024 Signet Financial Management LLC81,724$8.86M1.3%-7.1%1.329%
1/30/2024 United Asset Strategies Inc.10,459$1.13M0.1%+73.4%0.170%
1/30/2024 Donaldson Capital Management LLC2,640$286K0.0%+5.4%0.043%
1/26/2024Cerity Partners LLC10,262$1.11M0.0%-10.5%0.167%
1/26/2024Executive Wealth Management LLC71,620$7.77M0.7%-2.6%1.165%
1/25/2024 Narus Financial Partners LLC4,931$535K0.3%-6.5%0.080%
1/25/2024 International Assets Investment Management LLC4,084$443K0.0%-24.3%0.066%
1/25/2024RKL Wealth Management LLC93,017$10.09M1.1%-5.1%1.512%
1/24/2024Mirae Asset Global Investments Co. Ltd.20,650$2.24M0.0%+58.8%0.336%
1/24/2024 Stratos Wealth Partners LTD.3,219$349K0.0%-5.5%0.052%
1/24/2024 Park Place Capital Corp9,260$1.00M0.4%-34.3%0.151%
1/24/2024 International Assets Investment Management LLC442,844$48.02M0.0%+8,113.0%7.201%
1/24/2024 Arvest Investments Inc.96,516$10.47M1.7%N/A1.569%
1/24/2024Asset Management One Co. Ltd.122,738$13.31M0.1%-10.3%1.996%
1/23/2024TIAA Trust National Association2,852$309K0.0%N/A0.046%
1/22/2024Glass Jacobson Investment Advisors llc7,572$821K0.3%-5.4%0.123%
1/19/2024 Sharper & Granite LLC11,020$1.20M0.6%+33.8%0.179%
1/18/2024 Global Retirement Partners LLC903$98K0.0%+36.8%0.015%
1/17/2024Acorn Financial Advisory Services Inc. ADV2,480$269K0.0%-6.9%0.040%
1/16/2024 Raymond James Financial Services Advisors Inc.23,499$2.55M0.0%-15.5%0.376%
1/16/2024 CVA Family Office LLC29,128$3.16M0.6%+1.8%0.466%
1/16/2024 Raymond James & Associates149,722$16.24M0.0%-0.4%2.396%
1/16/2024Wealthsource Partners LLC10,945$1.19M0.1%N/A0.175%
1/11/2024 Dynamic Advisor Solutions LLC3,560$384K0.0%+26.7%0.057%
1/10/2024Creative Financial Designs Inc. ADV2,790$302K0.0%+37.6%0.045%
1/9/2024 Capstone Triton Financial Group LLC22,404$2.43M1.8%-18.4%0.358%
1/9/2024 Ignite Planners LLC5,148$557K0.2%N/A0.082%
1/5/2024 Montecito Bank & Trust2,378$258K0.1%-44.4%0.038%
11/15/2023Baker Avenue Asset Management LP382$40K0.0%N/A0.006%
11/14/2023Rehmann Capital Advisory Group4,654$492K0.0%-11.3%0.077%
11/14/2023 Sharper & Granite LLC8,235$871K0.5%+1.9%0.136%
11/13/2023Jaffetilchin Investment Partners LLC139,728$14.78M1.6%+1.1%2.310%
11/13/2023Eagle Asset Management Inc.2,112$223K0.0%-59.8%0.035%
11/13/2023Stifel Financial Corp325,332$34.42M0.0%+2.1%5.377%
11/13/2023Citizens Financial Group Inc. RI3,725$394K0.0%N/A0.062%
11/13/2023Envestnet Asset Management Inc.56,265$5.95M0.0%-15.8%0.930%
11/13/2023Envestnet Portfolio Solutions Inc.3,865$409K0.0%N/A0.064%
11/13/2023Kestra Advisory Services LLC9,005$953K0.0%-16.8%0.149%
11/13/2023PNC Financial Services Group Inc.55,136$5.83M0.0%-13.6%0.911%
11/9/2023Beaumont Capital Management LLC39,802$4.21M3.0%+65.5%0.663%
11/9/2023UBS Group AG47,996$5.08M0.0%-3.4%0.800%
11/8/2023Huntington National Bank2,999$317K0.0%-3.6%0.050%
11/8/2023HighTower Advisors LLC268,977$28.48M0.1%+1.3%4.483%
11/8/2023Shayne & Jacobs LLC3,035$321K0.1%N/A0.051%
11/8/2023Pathstone Family Office LLC87,450$9.25M0.1%N/A1.458%
11/8/2023Atria Wealth Solutions Inc.5,188$549K0.0%+109.7%0.086%
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11/8/2023Avantax Advisory Services Inc.108,718$11.50M0.1%+32.2%1.812%
11/8/2023Moors & Cabot Inc.4,473$473K0.0%+7.4%0.075%
11/8/2023Bryn Mawr Capital Management LLC2,054$217K0.0%N/A0.034%
11/8/2023Oppenheimer & Co. Inc.7,559$800K0.0%+10.6%0.126%
11/8/2023Keybank National Association OH109,153$11.55M0.1%-1.9%1.819%
11/7/2023 United Asset Strategies Inc.6,032$638K0.1%-1.8%0.101%
11/7/2023Glass Jacobson Investment Advisors llc8,008$847K0.4%+8.2%0.133%
11/7/2023Executive Wealth Management LLC73,541$7.78M0.8%-0.9%1.226%
11/6/2023Aveo Capital Partners LLC39,254$4.15M0.5%+624.6%0.654%
11/6/2023Sigma Planning Corp10,050$1.06M0.0%+3.7%0.168%
(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, 166 institutional investors and hedge funds held shares of iShares Agency Bond ETF. The most heavily invested institutionals were Assetmark Inc. ($50.14M), TRUE Private Wealth Advisors ($35.61M), Stifel Financial Corp ($34.89M), HighTower Advisors LLC ($28.48M), Raymond James & Associates ($15.99M), Jaffetilchin Investment Partners LLC ($14.78M), and Avantax Advisory Services Inc. ($13.84M).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 137 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: Assetmark Inc. ($861.96K), International Assets Investment Management LLC ($456.19K), TRUE Private Wealth Advisors ($339.76K), UBP Investment Advisors SA ($240.74K), Raymond James & Associates ($217.67K), Pathstone Family Office LLC ($178.72K), and Jaffetilchin Investment Partners LLC ($105.99K).

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

Institutional investors have bought a total of 3,824,936 shares in the last 24 months. This purchase volume represents approximately $413.06M in transactions.

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

Of the 100 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 ($203.93K), Raymond James & Associates ($195.28K), Envestnet Asset Management Inc. ($98.81K), US Bancorp DE ($87.68K), Karp Capital Management Corp ($60.25K), Assetmark Inc. ($59.47K), and Bridge Advisory LLC ($38.52K).

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

Institutional investors have sold a total of 1,267,752 shares in the last 24 months. This volume of shares sold represents approximately $136.78M in transactions.


This page (NYSEARCA:AGZ) was last updated on 4/26/2024 by MarketBeat.com Staff

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