Who Owns AGZ?
iShares Agency Bond ETF — Institutional Ownership & 13F Holdings
$109.86
-0.12 (-0.10%)
Market Cap
$577.9M
Shares Outstanding
4,999,936
Institutional Holders
139
Total Inst. Value
$444.3M
% of Float Held
—
QoQ Holder Change
+33
Institutional data as of Q1 2025
New Positions
23
Closed Positions
21
Increased
48
Decreased
39
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | TRUE Private Wealth Advisors | $44.3M | 404,949 |
| 2 | HighTower Advisors, LLC | $42.6M | 389,506 |
| 3 | STIFEL FINANCIAL CORP | $40.9M | 373,353 |
| 4 | RAYMOND JAMES FINANCIAL INC | $31.5M | 287,960 |
| 5 | Faithward Advisors, LLC | $20.1M | 183,819 |
| 6 | Bank of New York Mellon Corp | $19.6M | 179,076 |
| 7 | Mill Creek Capital Advisors, LLC | $17.3M | 158,101 |
| 8 | WELLS FARGO & COMPANY/MN | $15.3M | 140,072 |
| 9 | Mason & Associates IncNew | $13.8M | 125,932 |
| 10 | BAILARD, INC.New | $13.7M | 124,926 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HighTower Advisors, LLC | +27K | $42.6M |
| STIFEL FINANCIAL CORP | +14K | $40.9M |
| RAYMOND JAMES FINANCIAL INC | +58K | $31.5M |
| Faithward Advisors, LLC | +2K | $20.1M |
| Bank of New York Mellon Corp | +21K | $19.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| TRUE Private Wealth Advisors | -339K | $44.3M |
| Jaffetilchin Investment Partners, LLC | -140K | $2.1M |
| Impact Investors, Inc | -72K | $7.1M |
| CITADEL ADVISORS LLC | -34K | $4K |
| Vista Cima Wealth Management LLC | -12K | $1.9M |
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Frequently Asked Questions
How many institutional investors hold AGZ?
As of Q1 2025, 139 institutional investors report holding AGZ (iShares Agency Bond ETF) in their 13F filings.
Which hedge fund owns the most AGZ?
The largest institutional holder of AGZ is TRUE Private Wealth Advisors with $44.3M in shares.
Are institutions buying or selling AGZ?
This quarter, 23 institutions opened new positions in AGZ and 21 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.