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iShares Agency Bond ETF (AGZ) Institutional Ownership

iShares Agency Bond ETF logo
$108.71 -0.21 (-0.19%)
As of 02:20 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)
65
Total
Institutional Inflows
(last 12 months)
$48.07M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$68.42M
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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
7/10/2026 Heck Capital Advisors LLC9,797$1.07M0.1%+77.3%0.192%
7/9/2026 Focus Financial Network Inc.24,394$2.67M0.1%+0.6%0.478%
7/9/2026 Fluent Financial LLC38,521$4.21M1.5%+6.2%0.755%
7/9/2026 Hennion & Walsh Asset Management Inc.26,099$2.85M0.1%-1.8%0.512%
5/19/2026Bank of America Corp DE65,696$7.21M0.0%+7.6%1.301%
5/18/2026Royal Bank of Canada2,245$247K0.0%-32.5%0.044%
5/13/2026 Cetera Investment Advisers12,600$1.38M0.0%-30.9%0.250%
5/13/2026 Measured Wealth Private Client Group LLC802$88K0.0%-36.0%0.016%
5/12/2026 Insight Advisors LLC PA13,718$1.51M0.3%+2.1%0.272%
5/8/2026 PNC Financial Services Group Inc.38,608$4.24M0.0%+42.1%0.765%
5/5/2026 Bank of New York Mellon Corp312,585$34.29M0.0%+24.7%6.190%
5/5/2026Signet Financial Management LLC52,676$5.78M0.6%-2.2%1.043%
5/5/2026 Checchi Capital Advisers LLC6,623$727K0.0%+54.5%0.131%
5/1/2026 Citizens Financial Group Inc. RI11,037$1.21M0.0%+20.2%0.219%
5/1/2026 Fifth Third Bancorp2,045$224K0.0%N/A0.040%
4/30/2026 Kestra Advisory Services LLC2,196$241K0.0%-6.1%0.043%
4/29/2026 Impact Investors Inc8,217$901K0.6%-57.8%0.163%
4/27/2026 Private Advisor Group LLC12,380$1.36M0.0%+2.9%0.245%
4/27/2026 Elevation Point Wealth Partners LLC4,485$492K0.0%+23.1%0.089%
4/25/2026 Keybank National Association OH95,062$10.43M0.0%+0.8%1.882%
4/24/2026 RKL Wealth Management LLC76,180$8.36M0.8%-5.5%1.509%
4/24/2026 James Investment Research Inc.11,602$1.27M0.1%-9.3%0.230%
4/24/2026 Acorn Financial Advisory Services Inc. ADV1,930$212K0.0%-15.6%0.038%
4/23/2026 Daviman Financial LLC2,232$245K0.1%-53.2%0.044%
4/22/2026 Narus Financial Partners LLC5,730$629K0.2%+6.4%0.115%
4/21/2026 Maridea Wealth Management LLC5,711$627K0.1%-34.9%0.114%
4/18/2026 Faithward Advisors LLC1,879$206K0.0%-23.0%0.038%
3/4/2026Rehmann Capital Advisory Group11,871$1.31M0.1%+2.9%0.228%
2/18/2026 EP Wealth Advisors LLC2,402$265K0.0%N/A0.046%
2/18/2026 NewEdge Advisors LLC5,566$614K0.0%-3.5%0.107%
2/17/2026 Guggenheim Capital LLC10,899$1.20M0.0%-3.0%0.210%
2/17/2026 Cetera Investment Advisers18,243$2.01M0.0%-53.2%0.351%
2/17/2026Osaic Holdings Inc.36,858$4.06M0.0%-1.7%0.709%
2/17/2026Royal Bank of Canada3,328$367K0.0%-7.5%0.064%
2/17/2026 Faithward Advisors LLC2,441$269K0.0%-12.3%0.047%
2/16/2026Mill Creek Capital Advisors LLC123,506$13.62M0.3%-3.4%2.375%
2/16/2026 Arax Advisory Partners2,325$256K0.0%N/A0.045%
2/13/2026Fortis Capital Management LLC10,968$1.21M0.2%+6.7%0.211%
2/13/2026 Stifel Financial Corp426,879$47.07M0.0%+7.4%8.209%
2/13/2026 Smartleaf Asset Management LLC5,679$626K0.0%+3.6%0.109%
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2/13/2026 Arkadios Wealth Advisors3,275$361K0.0%+32.0%0.063%
2/13/2026Wells Fargo & Company MN48,086$5.30M0.0%+2.1%0.925%
2/12/2026Jane Street Group LLC11,868$1.31M0.0%-87.7%0.228%
2/12/2026 Commonwealth Equity Services LLC9,284$1.02M0.0%-5.4%0.179%
2/12/2026 StoneX Group Inc.2,003$221K0.0%N/A0.039%
2/12/2026 Elevation Point Wealth Partners LLC3,642$401K0.0%-4.1%0.070%
2/12/2026 RKL Wealth Management LLC80,604$8.89M0.7%+1.4%1.550%
2/11/2026 Montis Financial LLC4,283$472K0.1%-36.1%0.082%
2/11/2026 LPL Financial LLC43,087$4.75M0.0%+21.0%0.829%
2/11/2026Syon Capital LLC191,462$21.11M1.1%+0.7%3.682%
2/11/2026 J.W. Cole Advisors Inc.7,525$815K0.0%-7.8%0.145%
2/11/2026 Vista Cima Wealth Management LLC18,315$2.02M1.7%+0.6%0.352%
2/10/2026 Bank of New York Mellon Corp250,754$27.65M0.0%+13.0%4.822%
2/10/2026Goldman Sachs Group Inc.24,641$2.72M0.0%N/A0.474%
2/10/2026Portland Global Advisors LLC2,000$220K0.0%N/A0.038%
2/10/2026 Measured Wealth Private Client Group LLC1,254$138K0.0%-76.8%0.024%
2/10/2026 Fiducient Advisors LLC13,555$1.49M0.2%+2.2%0.261%
2/10/2026 Moors & Cabot Inc.10,063$1.11M0.0%+8.2%0.194%
2/10/2026 Godfrey Financial Associates Inc.1,872$206K0.2%N/A0.036%
2/9/2026Huntington National Bank321$35K0.0%-67.4%0.006%
2/6/2026 Daviman Financial LLC4,772$526K0.3%N/A0.092%
2/6/2026 Great Diamond Partners LLC64,417$7.10M1.4%+1.3%1.239%
2/6/2026 PNC Financial Services Group Inc.27,179$3.00M0.0%-14.8%0.523%
2/6/2026 HighTower Advisors LLC474,523$52.32M0.1%+6.2%9.125%
2/5/2026Sequent Planning LLC2,932$323K0.1%-4.3%0.056%
2/4/2026 Bailard Inc.112,826$12.44M0.3%+2.3%2.170%
2/3/2026Triton Financial Group Inc8,812$972K0.6%-40.6%0.169%
1/30/2026 Citizens Financial Group Inc. RI9,181$1.01M0.0%+6.5%0.177%
1/30/2026 Keybank National Association OH94,353$10.40M0.0%+2.0%1.814%
1/29/2026Comerica Bank2,045$225K0.0%+6.5%0.039%
1/29/2026 James Investment Research Inc.12,797$1.41M0.2%-5.3%0.246%
1/29/2026UBS Group AG87,961$9.70M0.0%-1.6%1.692%
1/28/2026 United Asset Strategies Inc.3,037$335K0.0%-9.1%0.058%
1/27/2026 Novem Group5,017$553K0.1%+15.0%0.096%
1/27/2026 Sharper & Granite LLC9,425$1.04M0.4%+21.7%0.181%
1/27/2026 Smith Salley Wealth Management21,382$2.36M0.1%+2.0%0.411%
1/27/2026 Asset Management One Co. Ltd.103,598$11.42M0.0%-6.3%1.992%
1/26/2026 Private Trust Co. NA2,701$298K0.0%-10.3%0.052%
1/26/2026 Mirae Asset Global Investments Co. Ltd.16,090$1.77M0.0%-1.8%0.309%
1/26/2026BTS Asset Management Inc.4,103$453K0.6%N/A0.079%
1/22/2026 Apollon Wealth Management LLC2,198$242K0.0%-14.2%0.042%
1/22/2026 Glass Jacobson Investment Advisors llc11,409$1.26M0.5%+16.1%0.219%
1/21/2026 Impact Investors Inc19,486$2.15M1.5%-46.4%0.375%
1/16/2026 Heck Capital Advisors LLC6,711$740K0.1%-14.4%0.129%
1/15/2026Jaffetilchin Investment Partners LLC32,505$3.58M0.2%+22.9%0.625%
1/14/2026 Hennion & Walsh Asset Management Inc.32,326$3.56M0.1%+1.3%0.622%
1/14/2026 Goelzer Investment Management Inc.9,434$1.04M0.0%-2.6%0.181%
1/14/2026 Fluent Financial LLC38,361$4.23M1.6%+4.4%0.738%
1/12/2026 CVA Family Office LLC23,757$2.62M0.3%-18.5%0.457%
1/9/2026Park Place Capital Corp711$78K0.0%-75.4%0.014%
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1/8/2026Signet Financial Management LLC53,846$5.94M0.7%-4.4%1.036%
1/8/2026 Maridea Wealth Management LLC8,769$967K0.1%+28.6%0.169%
1/6/2026 Avior Wealth Management LLC2,651$292K0.0%-4.0%0.051%
1/1/2026 JPMorgan Chase & Co.7,009$774K0.0%-5.2%0.134%
12/29/2025 Narus Financial Partners LLC2,015$222K0.2%-51.1%0.038%
12/2/2025 IFP Advisors Inc377$42K0.0%-56.4%0.007%
11/20/2025 WBI Investments LLC21,892$2.42M0.6%-32.9%0.417%
11/19/2025 Faithward Advisors LLC2,783$307K0.0%-98.6%0.053%
11/18/2025 Advisory Services Network LLC1,725$190K0.0%N/A0.033%
11/17/2025Tidal Investments LLC23,150$2.55M0.0%+13.0%0.441%


AGZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 130 institutional investors and hedge funds held shares of iShares Agency Bond ETF. The most heavily invested institutionals were HighTower Advisors LLC ($52.32M), Stifel Financial Corp ($47.07M), Bank of New York Mellon Corp ($34.29M), Raymond James Financial Inc. ($32.39M), International Assets Investment Management LLC ($23.27M), Syon Capital LLC ($21.11M), and Raymond James & Associates ($20.70M).Learn more on iShares Agency Bond ETF's institutional investors.

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

Of the 112 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: Raymond James Financial Inc. ($523.53K), TRUE Private Wealth Advisors ($399.26K), International Assets Investment Management LLC ($208.85K), HighTower Advisors LLC ($166.27K), Straightline Group LLC ($163.33K), Bank of New York Mellon Corp ($146.84K), and Impact Investors Inc ($136.59K).

Institutional investors have bought a total of 436,624 shares in the last 24 months. This purchase volume represents approximately $48.07M in transactions.

Of the 56 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: Faithward Advisors LLC ($192.84K), Envestnet Asset Management Inc. ($93.92K), Jane Street Group LLC ($84.54K), Impact Investors Inc ($44.19K), Cetera Investment Advisers ($26.40K), Bank of America Corp DE ($19.32K), and Bailard Inc. ($16.97K).

Institutional investors have sold a total of 620,297 shares in the last 24 months. This volume of shares sold represents approximately $68.42M in transactions.



Institutional ownership data for NYSEARCA:AGZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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