Who Owns iShares Agency Bond ETF (AGZ)?Hedge Fund & Institutional Holders

$109.56-0.13 (-0.12%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -1

Price History

$107.46$108.33$109.21$110.08$110.96Sep 24Jun 25Mar 26

AGZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BAILARD, INC.New Position+113K+$12.4B
Asset Management One Co., Ltd.New Position+104K+$11.4B
KEYBANK NATIONAL ASSOCIATION/OHNew Position+94K+$10.4B
Great Diamond Partners, LLCNew Position+64K+$7.1B
BANK OF AMERICA CORP /DE/Increased+217+$5.0B
Hennion & Walsh Asset Management, Inc.New Position+32K+$3.6B
Smith Salley Wealth ManagementNew Position+21K+$2.4B
Impact Investors, IncNew Position+19K+$2.1B
STIFEL FINANCIAL CORPIncreased+29K+$2.1B
CITADEL ADVISORS LLCNew Position+23K+$2.0B
GOLDMAN SACHS GROUP INCNew Position+25K+$2.0B
Glass Jacobson Investment Advisors llcNew Position+11K+$1.3B
Sharper & Granite LLCNew Position+9K+$1.0B
CITIZENS FINANCIAL GROUP INC/RINew Position+9K+$1.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+9K+$1.0B

AGZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mason & Associates IncClosed Position-135K-$14.9B
JANE STREET GROUP, LLCDecreased-85K-$10.6B
Cetera Investment AdvisersDecreased-21K-$4.3B
PNC FINANCIAL SERVICES GROUP, INC.Decreased-5K-$1.5B
RAYMOND JAMES FINANCIAL INCDecreased-2K-$1.4B
OSAIC HOLDINGS, INC.Decreased-643-$1.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-902-$1.1B
JPMORGAN CHASE & CODecreased-488-$773.0M
NewEdge Advisors, LLCDecreased-200-$636.4M
Measured Wealth Private Client Group, LLCDecreased-4K-$458.2M
ELEVATION POINT WEALTH PARTNERS, LLCDecreased-156-$419.2M
ROYAL BANK OF CANADADecreased-268-$396.0M
Private Advisor Group, LLCDecreased-294-$360.1M
Avior Wealth Management, LLCDecreased-110-$304.4M
GUGGENHEIM CAPITAL LLCDecreased-340-$240.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1STIFEL FINANCIAL CORP421,748$46.0B0.04%Share
2RAYMOND JAMES FINANCIAL INC261,469$28.0B0.01%Share
3SYON CAPITAL LLC191,462$21.0B1.05%Share
4BAILARD, INC.112,826$12.4B0.28%Share
5Asset Management One Co., Ltd.103,598$11.4B0.03%Share
6KEYBANK NATIONAL ASSOCIATION/OH93,865$10.3B0.04%Share
7ARVEST INVESTMENTS, INC.89,270$9.8B1.38%Share
8UBS Group AG87,961$9.7B0.00%Share
9RKL Wealth Management LLC80,604$8.9B0.73%Share
10Great Diamond Partners, LLC64,417$7.1B1.37%Share
11AMERIPRISE FINANCIAL INC66,624$7.0B0.00%Share
12Fluent Financial, LLC38,361$4.2B1.61%Share
13WELLS FARGO & COMPANY/MN38,531$4.0B0.00%Share
14US BANCORP \DE\35,429$3.9B0.00%Share
15Jaffetilchin Investment Partners, LLC32,505$3.6B0.21%Share
16Hennion & Walsh Asset Management, Inc.32,326$3.6B0.12%Share
17RAYMOND JAMES FINANCIAL INC30,057$3.0B0.00%Share
18OSAIC HOLDINGS, INC.31,859$3.0B0.00%Share
19Sunflower Bank, N.A.23,035$2.5B0.64%Share
20Smith Salley Wealth Management21,382$2.4B0.12%Share
21Impact Investors, Inc19,486$2.1B1.49%Share
22GOLDMAN SACHS GROUP INC24,641$2.0B0.00%Share
23BANK OF AMERICA CORP /DE/24,824$2.0B0.00%Share
24BANK OF AMERICA CORP /DE/22,822$2.0B0.00%Share
25CITADEL ADVISORS LLC23,396$2.0B0.00%Share
26PNC FINANCIAL SERVICES GROUP, INC.25,861$2.0B0.00%Share
27Insight Advisors, LLC/ PA13,442$1.5B0.22%Share
28Rehmann Capital Advisory Group11,871$1.3B0.07%Share
29Glass Jacobson Investment Advisors llc11,409$1.3B0.45%Share
30Goelzer Investment Management, Inc.9,434$1.0B0.05%Share
31Sharper & Granite LLC9,425$1.0B0.37%Share
32CITIZENS FINANCIAL GROUP INC/RI9,181$1.0B0.01%Share
33COMMONWEALTH EQUITY SERVICES, LLC9,284$1.0B0.00%Share
34Private Advisor Group, LLC12,029$1.0B0.00%Share
35GUGGENHEIM CAPITAL LLC10,899$1.0B0.01%Share
36BANK OF AMERICA CORP /DE/13,428$1.0B0.00%Share
37WELLS FARGO & COMPANY/MN9,555$1.0B0.00%Share
38Moors & Cabot, Inc.10,063$1.0B0.04%Share
39Ignite Planners, LLC8,829$974.0M0.15%Share
40Triton Financial Group Inc8,812$971.0M0.64%Share
41Maridea Wealth Management LLC8,769$966.0M0.15%Share
42CREATIVE FINANCIAL DESIGNS INC /ADV8,466$933.0M0.06%Share
43CAMBIAR INVESTORS LLC7,917$872.0M0.04%Share
44J.W. COLE ADVISORS, INC.7,525$814.0M0.02%Share
45Heck Capital Advisors, LLC6,711$739.0M0.06%Share
46Ashton Thomas Private Wealth, LLC5,594$616.0M0.02%Share
47Narus Financial Partners, LLC5,386$593.0M0.16%Share
48NOVEM GROUP5,017$553.0M0.06%Share
49Checchi Capital Advisers, LLC4,286$472.0M0.02%Share
50Montis Financial, LLC4,283$472.0M0.09%Share

AGZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025149$240.1B+63
Q3 202586$268.3B-43
Q2 2025129$345.8B-10
Q1 2025139$355.0B+1
Q4 2024138$22.0T+31
Q3 2024107$57.0T-1
Q2 2024108$57.5T+2
Q1 2024106$50.1T—

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As of Q4 2025, 50 institutional investors hold AGZ (iShares Agency Bond ETF). The largest holder is STIFEL FINANCIAL CORP with $46.0B in shares. This quarter, 13 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own AGZ?

As of Q4 2025, 50 institutional investors report holding AGZ (iShares Agency Bond ETF) in their 13F filings.

Who is the largest institutional holder of AGZ?

The largest institutional holder of AGZ is STIFEL FINANCIAL CORP with $46.0B in shares.

Is institutional ownership of AGZ increasing or decreasing?

This quarter, 13 institutions opened new positions in AGZ and 1 closed their positions.