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iShares Agency Bond ETF (AGZ) Institutional Ownership

iShares Agency Bond ETF logo
$108.30 +0.04 (+0.04%)
As of 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)
59
Total
Institutional Inflows
(last 12 months)
$249.16M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$45.06M
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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
1/21/2025Goelzer 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%
12/26/2024JPMorgan Chase & Co.53,476$5.90M0.0%+241.4%0.836%
11/25/2024Sanctuary Advisors LLC4,198$455K0.0%-38.8%0.064%
11/15/2024Executive Wealth Management LLC84,944$9.38M0.7%N/A1.297%
11/15/2024Glass Jacobson Investment Advisors llc8,422$930K0.3%+5.3%0.129%
11/15/2024Jane Street Group LLC44,570$4.92M0.0%-37.2%0.680%
11/15/2024Stifel Financial Corp351,686$38.83M0.0%+3.0%5.369%
11/15/2024HighTower Advisors LLC313,619$34.62M0.0%+6.0%4.788%
11/15/2024Hilltop Holdings Inc.1,904$210K0.0%-11.1%0.029%
11/14/2024TRUE Private Wealth Advisors751,689$82.99M9.9%+113.3%11.476%
11/14/2024Flow Traders U.S. LLC7,149$789K0.0%N/A0.109%
11/13/2024Pacific Financial Group Inc.2,998$331K0.2%-9.4%0.046%
11/12/2024Cerity Partners LLC11,580$1.28M0.0%+2.2%0.177%
11/8/2024 Avior Wealth Management LLC4,171$461K0.0%-21.1%0.064%
11/8/2024PNC Financial Services Group Inc.46,453$5.13M0.0%-1.4%0.715%
11/6/2024Mill Creek Capital Advisors LLC154,523$17.06M0.4%+0.4%2.377%
11/6/2024Huntington National Bank1,026$113K0.0%-54.8%0.016%
11/4/2024Jaffetilchin Investment Partners LLC153,135$16.91M1.3%+5.4%2.356%
11/4/2024Arvest Investments Inc.103,175$11.39M1.7%+0.2%1.587%
11/2/2024RKL Wealth Management LLC84,814$9.36M0.8%-1.4%1.305%
10/31/2024Montecito Bank & Trust2,078$229K0.0%-12.6%0.032%
10/30/2024Asset Management One Co. Ltd.113,705$12.55M0.0%+2.1%1.777%
10/29/2024James Investment Research Inc.14,820$1.64M0.2%-4.2%0.232%
10/28/2024Cambiar Investors LLC6,222$687K0.0%-66.6%0.097%
10/28/2024Creative Financial Designs Inc. ADV5,021$554K0.0%-10.0%0.078%
10/28/2024Focus Financial Network Inc.19,726$2.18M0.1%+9.3%0.308%
10/28/2024US Bancorp DE57,974$6.40M0.0%-4.1%0.906%
10/28/2024Measured Wealth Private Client Group LLC39,744$4.39M1.5%+40.4%0.621%
10/25/2024Great Diamond Partners LLC75,442$8.33M2.1%+0.2%1.179%
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10/24/2024 NorthCrest Asset Manangement LLC13,997$1.55M0.0%+9.0%0.219%
10/23/2024Mirae Asset Global Investments Co. Ltd.27,970$3.10M0.0%+22.7%0.437%
10/23/2024 Mason & Associates Inc125,030$13.80M3.4%+46.2%1.954%
10/23/2024 Hennion & Walsh Asset Management Inc.32,829$3.62M0.2%+7.8%0.513%
10/22/2024 International Assets Investment Management LLC210,759$23.27M0.0%+10,940.3%3.293%
10/22/2024Private Advisor Group LLC11,087$1.22M0.0%-31.4%0.173%
10/18/2024Raymond James & Associates187,540$20.70M0.0%+15.5%2.930%
10/17/2024 CHB Investment Group LLC27,311$3.02M1.6%N/A0.427%
10/10/2024 CVA Family Office LLC28,064$3.10M0.5%-3.3%0.439%
10/10/2024 Fiduciary Financial Group LLC2,906$318K0.1%-9.0%0.045%
10/8/2024 Ignite Planners LLC12,245$1.35M0.3%+52.2%0.191%
10/5/2024Goelzer Investment Management Inc.8,733$964K0.1%-9.3%0.136%
10/5/2024Fluent Financial LLC23,470$2.59M1.2%+17.5%0.367%
9/5/2024Sanctuary Advisors LLC6,854$731K0.0%N/A0.107%
8/21/2024 Advisory Alpha LLC2,650$285K0.0%-19.1%0.042%
8/14/2024Mill Creek Capital Advisors LLC153,976$16.57M0.4%-2.3%2.425%
8/13/2024Capstone Triton Financial Group LLC16,804$1.81M1.3%-14.0%0.265%
8/12/2024Glass Jacobson Investment Advisors llc7,996$861K0.3%-4.9%0.126%
8/9/2024Moors & Cabot Inc.6,896$742K0.0%+64.4%0.109%
8/9/2024Citizens Financial Group Inc. RI4,013$432K0.0%+3.6%0.063%
8/8/2024J.W. Cole Advisors Inc.4,170$449K0.0%-6.8%0.066%
8/8/2024Envestnet Asset Management Inc.112,232$12.08M0.0%-6.6%1.767%
8/7/2024Ashton Thomas Private Wealth LLC1,000$108K0.0%N/A0.016%
8/6/2024Fiducient Advisors LLC11,473$1.24M0.2%N/A0.181%
8/6/2024Strategic Financial Concepts LLC24,813$27K0.0%N/A0.391%
8/5/2024Private Advisor Group LLC16,155$1.74M0.0%-17.5%0.254%
8/5/2024Fluent Financial LLC19,982$2.15M1.1%N/A0.315%
8/2/2024Pacific Financial Group Inc.3,309$356K0.3%-13.9%0.052%
7/31/2024Commonwealth Equity Services LLC8,317$895K0.0%+9.3%0.140%
7/30/2024Jaffetilchin Investment Partners LLC145,282$15.64M1.3%+4.3%2.442%
7/30/2024WBI Investments LLC31,382$3.38M0.8%-29.2%0.527%
7/29/2024Great Diamond Partners LLC75,284$8.10M1.9%-2.8%1.265%
7/26/2024Bank of New York Mellon Corp118,577$12.76M0.0%+19.8%1.993%
7/23/2024Fortis Capital Management LLC12,618$1.36M0.3%+321.4%0.212%
7/22/2024Focus Financial Network Inc.18,042$1.96M0.1%+11.5%0.303%
7/20/2024 Hennion & Walsh Asset Management Inc.30,440$3.28M0.2%+8.0%0.512%
7/19/2024Raymond James & Associates162,336$17.47M0.0%+9.7%2.728%
7/19/2024 Mason & Associates Inc85,501$9.20M2.4%+8.9%1.437%
7/18/2024 Fiduciary Financial Group LLC3,195$346K0.1%N/A0.054%
7/17/2024Narus Financial Partners LLC3,975$428K0.2%-8.9%0.067%
7/16/2024TRUE Private Wealth Advisors352,426$37.93M4.3%+6.9%5.923%
7/16/2024 NorthCrest Asset Manangement LLC12,836$1.38M0.0%-0.9%0.216%
7/16/2024Insight Advisors LLC PA5,259$566K0.1%N/A0.088%
7/15/2024Dynamic Advisor Solutions LLC2,895$312K0.0%-6.8%0.049%
7/12/2024 Ignite Planners LLC8,046$868K0.2%+17.6%0.135%
7/10/2024 CVA Family Office LLC29,010$3.12M0.6%+1.0%0.492%
7/2/2024 Park Place Capital Corp8,940$962K0.3%-4.4%0.152%
5/17/2024Citizens Financial Group Inc. RI3,874$419K0.0%+6.9%0.067%
5/17/2024New Covenant Trust Company N.A.533$58K0.1%N/A0.009%
5/17/2024Jaffetilchin Investment Partners LLC139,344$15.06M1.4%+14.1%2.402%
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5/17/2024Comerica Bank2,127$230K0.0%+17.5%0.037%
5/16/2024Jane Street Group LLC43,456$4.70M0.0%+11.5%0.749%
5/15/2024Ascent Group LLC4,126$446K0.0%-14.0%0.071%
5/10/2024TIAA Trust National Association2,387$258K0.0%-16.3%0.041%
5/8/2024Avantax Advisory Services Inc.136,641$14.76M0.1%+7.1%2.356%
5/8/2024US Bancorp DE60,838$6.57M0.0%+16.2%1.049%
5/6/2024Envestnet Portfolio Solutions Inc.3,474$375K0.0%-2.7%0.060%
5/4/2024WBI Investments LLC44,309$4.79M1.0%N/A0.764%
5/4/2024Csenge Advisory Group10,026$1.08M0.1%+2.9%0.173%
5/2/2024Hanlon Investment Management Inc.2,408$260K0.1%-19.1%0.042%
(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, 143 institutional investors and hedge funds held shares of iShares Agency Bond ETF. The most heavily invested institutionals were TRUE Private Wealth Advisors ($82.99M), Assetmark Inc. ($50.14M), Stifel Financial Corp ($38.83M), HighTower Advisors LLC ($34.62M), International Assets Investment Management LLC ($23.27M), Raymond James & Associates ($20.70M), and Mason & Associates Inc ($17.60M).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 120 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 ($662.14K), Raymond James & Associates ($232.35K), Pathstone Family Office LLC ($178.72K), Mason & Associates Inc ($162.98K), and Jaffetilchin Investment Partners LLC ($137.00K).

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

Institutional investors have bought a total of 4,353,077 shares in the last 24 months. This purchase volume represents approximately $470.56M 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 ($210.40K), Raymond James & Associates ($195.28K), Assetmark Inc. ($41.44K), Aveo Capital Partners LLC ($34.00K), Envestnet Asset Management Inc. ($27.89K), PNC Financial Services Group Inc. ($27.21K), and Signet Financial Management LLC ($27.15K).

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

Institutional investors have sold a total of 917,859 shares in the last 24 months. This volume of shares sold represents approximately $98.54M in transactions.



This page (NYSEARCA:AGZ) was last updated on 1/21/2025 by MarketBeat.com Staff
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