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iShares Agency Bond ETF (AGZ) Institutional Ownership

iShares Agency Bond ETF logo
$107.85 +0.17 (+0.16%)
(As of 12/20/2024 04:32 PM ET)

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)
$239.63M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$45.64M
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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
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%
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%
10/28/2024 Measured Wealth Private Client Group LLC39,744$4.39M1.5%+40.4%0.621%
10/25/2024 Great Diamond Partners LLC75,442$8.33M2.1%+0.2%1.179%
10/24/2024 NorthCrest Asset Manangement LLC13,997$1.55M0.0%+9.0%0.219%
10/23/2024 Mirae 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%
10/22/2024 Private Advisor Group LLC11,087$1.22M0.0%-31.4%0.173%
10/18/2024Raymond James & Associates187,540$20.70M0.0%+15.5%2.930%
10/17/2024CHB 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%
10/5/2024 Goelzer Investment Management Inc.8,733$964K0.1%-9.3%0.136%
10/5/2024 Fluent Financial LLC23,470$2.59M1.2%+17.5%0.367%
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9/5/2024 Sanctuary Advisors LLC6,854$731K0.0%N/A0.107%
8/21/2024 Advisory Alpha LLC2,650$285K0.0%-19.1%0.042%
8/14/2024 Mill Creek Capital Advisors LLC153,976$16.57M0.4%-2.3%2.425%
8/13/2024 Capstone Triton Financial Group LLC16,804$1.81M1.3%-14.0%0.265%
8/12/2024 Glass Jacobson Investment Advisors llc7,996$861K0.3%-4.9%0.126%
8/9/2024 Moors & Cabot Inc.6,896$742K0.0%+64.4%0.109%
8/9/2024 Citizens Financial Group Inc. RI4,013$432K0.0%+3.6%0.063%
8/8/2024 J.W. Cole Advisors Inc.4,170$449K0.0%-6.8%0.066%
8/8/2024 Envestnet Asset Management Inc.112,232$12.08M0.0%-6.6%1.767%
8/7/2024 Ashton Thomas Private Wealth LLC1,000$108K0.0%N/A0.016%
8/6/2024 Fiducient Advisors LLC11,473$1.24M0.2%N/A0.181%
8/6/2024 Strategic Financial Concepts LLC24,813$27K0.0%N/A0.391%
8/5/2024 Private Advisor Group LLC16,155$1.74M0.0%-17.5%0.254%
8/5/2024 Fluent Financial LLC19,982$2.15M1.1%N/A0.315%
8/2/2024 Pacific Financial Group Inc.3,309$356K0.3%-13.9%0.052%
7/31/2024Commonwealth Equity Services LLC8,317$895K0.0%+9.3%0.140%
7/30/2024 Jaffetilchin Investment Partners LLC145,282$15.64M1.3%+4.3%2.442%
7/30/2024 WBI Investments LLC31,382$3.38M0.8%-29.2%0.527%
7/29/2024 Great Diamond Partners LLC75,284$8.10M1.9%-2.8%1.265%
7/26/2024 Bank of New York Mellon Corp118,577$12.76M0.0%+19.8%1.993%
7/23/2024 Fortis Capital Management LLC12,618$1.36M0.3%+321.4%0.212%
7/22/2024 Focus 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%
7/16/2024 TRUE 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%
7/16/2024 Insight Advisors LLC PA5,259$566K0.1%N/A0.088%
7/15/2024 Dynamic 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%
5/17/2024 Citizens Financial Group Inc. RI3,874$419K0.0%+6.9%0.067%
5/17/2024 New Covenant Trust Company N.A.533$58K0.1%N/A0.009%
5/17/2024 Jaffetilchin Investment Partners LLC139,344$15.06M1.4%+14.1%2.402%
5/17/2024 Comerica Bank2,127$230K0.0%+17.5%0.037%
5/16/2024 Jane Street Group LLC43,456$4.70M0.0%+11.5%0.749%
5/15/2024 Ascent Group LLC4,126$446K0.0%-14.0%0.071%
5/10/2024 TIAA Trust National Association2,387$258K0.0%-16.3%0.041%
5/8/2024 Avantax Advisory Services Inc.136,641$14.76M0.1%+7.1%2.356%
5/8/2024 US Bancorp DE60,838$6.57M0.0%+16.2%1.049%
5/6/2024 Envestnet Portfolio Solutions Inc.3,474$375K0.0%-2.7%0.060%
5/4/2024 WBI Investments LLC44,309$4.79M1.0%N/A0.764%
5/4/2024 Csenge Advisory Group10,026$1.08M0.1%+2.9%0.173%
5/2/2024 Hanlon Investment Management Inc.2,408$260K0.1%-19.1%0.042%
4/30/2024 Private Advisor Group LLC19,570$2.12M0.0%-2.3%0.337%
4/30/2024 J.W. Cole Advisors Inc.4,475$484K0.0%-7.6%0.077%
4/27/2024 Glass Jacobson Investment Advisors llc8,405$908K0.3%+11.0%0.145%
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4/26/2024 Checchi Capital Advisers LLC3,661$396K0.0%+8.5%0.063%
4/25/2024 TRUE Private Wealth Advisors329,582$35.61M4.1%-3.0%5.682%
4/23/2024 Global Retirement Partners LLC753$81K0.0%-16.6%0.013%
4/23/2024 Mason & Associates Inc78,518$8.48M2.3%N/A1.354%
4/23/2024 United Asset Strategies Inc.10,860$1.17M0.1%+3.8%0.187%
4/22/2024Raymond James & Associates148,023$15.99M0.0%-1.1%2.552%
4/19/2024 Arvest Investments Inc.99,795$10.78M1.7%+3.4%1.721%
4/18/2024 Measured Wealth Private Client Group LLC26,091$2.82M1.0%-2.4%0.454%
4/18/2024Narus Financial Partners LLC4,365$472K0.2%-11.5%0.076%
4/17/2024 Hennion & Walsh Asset Management Inc.28,177$3.05M0.2%+5.3%0.490%
(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, 141 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 Mill Creek Capital Advisors LLC ($17.06M).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 117 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), Jaffetilchin Investment Partners LLC ($137.00K), and Mason & Associates Inc ($125.03K).

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

Institutional investors have bought a total of 4,266,287 shares in the last 24 months. This purchase volume represents approximately $461.06M 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 Jane Street Group LLC ($26.39K).

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

Institutional investors have sold a total of 921,407 shares in the last 24 months. This volume of shares sold represents approximately $98.91M in transactions.



This page (NYSEARCA:AGZ) was last updated on 12/21/2024 by MarketBeat.com Staff
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