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iShares Agency Bond ETF (AGZ) Institutional Ownership

iShares Agency Bond ETF logo
$108.57 +0.08 (+0.07%)
As of 02/21/2025 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)
73
Total
Institutional Inflows
(last 12 months)
$263.12M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$41.84M
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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
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%
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%
2/10/2025 Renasant Bank3,866$417K0.3%-53.0%0.059%
2/10/2025 Commonwealth Equity Services LLC24,314$2.63M0.0%+148.0%0.374%
2/10/2025 Avantax Advisory Services Inc.32,131$3.47M0.0%-79.4%0.494%
2/7/2025 HighTower Advisors LLC362,856$39.17M0.1%+15.7%5.582%
2/7/2025 Moors & Cabot Inc.7,533$813K0.0%+8.2%0.116%
2/7/2025 Citizens Financial Group Inc. RI4,548$491K0.0%+13.3%0.070%
2/7/2025 PNC Financial Services Group Inc.33,750$3.64M0.0%-27.3%0.519%
2/7/2025 RKL Wealth Management LLC82,872$8.95M0.8%-2.3%1.275%
2/7/2025 Ashton Thomas Private Wealth LLC6,563$709K0.0%N/A0.101%
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2/6/2025 Raymond James Financial Inc.230,029$24.83M0.0%N/A3.539%
2/6/2025 Assetmark Inc.709$77K0.0%-33.1%0.011%
2/6/2025 Keybank National Association OH97,348$10.51M0.0%-2.2%1.498%
2/5/2025 Smartleaf Asset Management LLC3,979$430K0.0%-5.0%0.061%
2/5/2025 Providence First Trust Co1,146$124K0.0%N/A0.018%
2/5/2025 US Bancorp DE47,825$5.16M0.0%-17.5%0.736%
2/5/2025 Private Trust Co. NA3,904$421K0.0%-9.6%0.060%
2/5/2025 Checchi Capital Advisers LLC4,642$501K0.0%+6.1%0.071%
2/5/2025 Impact Investors Inc136,586$14.75M11.4%N/A2.101%
2/4/2025 Bank of New York Mellon Corp158,306$17.09M0.0%+14.2%2.435%
2/4/2025 IFP Advisors Inc707$76K0.0%N/A0.011%
2/3/2025 Private Advisor Group LLC10,807$1.17M0.0%-2.5%0.166%
1/31/2025 Sanctuary Advisors LLC2,075$225K0.0%-50.6%0.032%
1/30/2025 Asset Management One Co. Ltd.107,408$11.60M0.0%-5.5%1.615%
1/29/2025 Mill Creek Capital Advisors LLC156,026$16.85M0.4%+1.0%2.346%
1/29/2025 Focus Financial Network Inc.20,042$2.16M0.1%+1.6%0.301%
1/27/2025 Measured Wealth Private Client Group LLC41,369$4.47M1.4%+4.1%0.622%
1/27/2025 Insight Advisors LLC PA12,151$1.31M0.2%+27.9%0.183%
1/24/2025 Columbus Macro LLC16,916$1.83M0.3%N/A0.254%
1/23/2025 Great Diamond Partners LLC76,220$8.23M2.1%+1.0%1.146%
1/23/2025 Narus Financial Partners LLC5,281$570K0.2%+33.0%0.079%
1/22/2025 United Asset Strategies Inc.6,861$741K0.1%-36.9%0.103%
1/21/2025 Goelzer Investment Management Inc.10,132$1.09M0.1%+16.0%0.156%
1/17/2025 Avior Wealth Management LLC3,798$410K0.0%-8.9%0.059%
1/17/2025 Park Place Capital Corp4,530$489K0.1%-49.2%0.071%
1/17/2025 Commons Capital LLC6,327$683K0.6%N/A0.099%
1/15/2025 Smith Salley Wealth Management19,473$2.10M0.1%N/A0.304%
1/15/2025 Hennion & Walsh Asset Management Inc.36,326$3.92M0.2%+10.7%0.568%
1/14/2025 Mason & Associates Inc162,975$17.60M4.1%+30.3%2.546%
1/14/2025 Sharper & Granite LLC11,127$1.20M0.5%-2.6%0.174%
1/14/2025 Ignite Planners LLC13,255$1.43M0.3%+8.2%0.207%
1/13/2025 CHB Investment Group LLC28,370$3.06M1.7%+3.9%0.443%
1/13/2025 Signet Financial Management LLC72,654$7.84M1.0%-2.2%1.135%
1/13/2025 Clean Yield Group650$70K0.0%+18.6%0.010%
12/26/2024 JPMorgan Chase & Co.53,476$5.90M0.0%+241.4%0.836%
11/25/2024 Sanctuary Advisors LLC4,198$455K0.0%-38.8%0.064%
11/15/2024 Executive Wealth Management LLC84,944$9.38M0.7%N/A1.297%
11/15/2024 Glass Jacobson Investment Advisors llc8,422$930K0.3%+5.3%0.129%
11/15/2024 Jane Street Group LLC44,570$4.92M0.0%-37.2%0.680%
11/15/2024 Stifel Financial Corp351,686$38.83M0.0%+3.0%5.369%
11/15/2024 HighTower Advisors LLC313,619$34.62M0.0%+6.0%4.788%
11/15/2024 Hilltop Holdings Inc.1,904$210K0.0%-11.1%0.029%
11/14/2024 TRUE Private Wealth Advisors751,689$82.99M9.9%+113.3%11.476%
11/14/2024 Flow Traders U.S. LLC7,149$789K0.0%N/A0.109%
11/13/2024 Pacific Financial Group Inc.2,998$331K0.2%-9.4%0.046%
11/12/2024 Cerity Partners LLC11,580$1.28M0.0%+2.2%0.177%
11/8/2024 Avior Wealth Management LLC4,171$461K0.0%-21.1%0.064%
11/8/2024 PNC Financial Services Group Inc.46,453$5.13M0.0%-1.4%0.715%
11/6/2024 Mill Creek Capital Advisors LLC154,523$17.06M0.4%+0.4%2.377%
11/6/2024 Huntington National Bank1,026$113K0.0%-54.8%0.016%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
11/4/2024 Jaffetilchin Investment Partners LLC153,135$16.91M1.3%+5.4%2.356%
11/4/2024 Arvest Investments Inc.103,175$11.39M1.7%+0.2%1.587%
11/2/2024 RKL Wealth Management LLC84,814$9.36M0.8%-1.4%1.305%
10/31/2024 Montecito Bank & Trust2,078$229K0.0%-12.6%0.032%
10/30/2024 Asset Management One Co. Ltd.113,705$12.55M0.0%+2.1%1.777%
10/29/2024 James Investment Research Inc.14,820$1.64M0.2%-4.2%0.232%
10/28/2024 Cambiar Investors LLC6,222$687K0.0%-66.6%0.097%
10/28/2024 Creative Financial Designs Inc. ADV5,021$554K0.0%-10.0%0.078%
10/28/2024 Focus Financial Network Inc.19,726$2.18M0.1%+9.3%0.308%
10/28/2024 US Bancorp DE57,974$6.40M0.0%-4.1%0.906%
(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, 155 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 ($39.17M), Stifel Financial Corp ($38.76M), Raymond James Financial Inc. ($24.83M), International Assets Investment Management LLC ($23.27M), Raymond James & Associates ($20.70M), and Faithward Advisors LLC ($19.59M).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 129 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), TRUE Private Wealth Advisors ($761.87K), International Assets Investment Management LLC ($646.30K), Raymond James Financial Inc. ($460.06K), Straightline Group LLC ($163.33K), Mason & Associates Inc ($162.98K), and Jaffetilchin Investment Partners LLC ($143.15K).

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

Institutional investors have bought a total of 5,091,530 shares in the last 24 months. This purchase volume represents approximately $550.85M in transactions.

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

Of the 87 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 ($195.28K), Avantax Advisory Services Inc. ($123.73K), Jane Street Group LLC ($61.90K), JPMorgan Chase & Co. ($42.42K), PNC Financial Services Group Inc. ($35.80K), and Aveo Capital Partners LLC ($33.12K).

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

Institutional investors have sold a total of 1,109,708 shares in the last 24 months. This volume of shares sold represents approximately $119.36M in transactions.



This page (NYSEARCA:AGZ) was last updated on 2/22/2025 by MarketBeat.com Staff
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