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iShares Agency Bond ETF (AGZ) Institutional Ownership

iShares Agency Bond ETF logo
$109.05 +0.27 (+0.25%)
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)
73
Total
Institutional Inflows
(last 12 months)
$263.63M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$42.16M
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AGZ Institutional Buying and Selling by Quarter

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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
4/16/2025CVA Family Office LLC29,071$3.18M0.5%+2.6%0.493%
4/15/2025 Arvest Investments Inc.103,659$11.35M1.8%+1.6%1.757%
4/15/2025 Focus Financial Network Inc.20,417$2.23M0.1%+1.9%0.346%
4/15/2025 Fiduciary Financial Group LLC2,425$263K0.1%-16.7%0.041%
4/15/2025 Signet Financial Management LLC62,294$6.82M0.9%-14.3%1.056%
4/11/2025 Insight Advisors LLC PA12,988$1.42M0.2%+6.9%0.220%
4/10/2025 Fluent Financial LLC25,602$2.80M1.2%+11.2%0.434%
4/10/2025 Hennion & Walsh Asset Management Inc.35,485$3.88M0.2%-2.3%0.601%
3/17/2025NorthCrest Asset Manangement LLC13,659$1.48M0.0%-2.4%0.232%
3/10/2025Capstone Triton Financial Group LLC16,499$1.78M1.1%-1.3%0.258%
3/3/2025 Fluent Financial LLC23,033$2.49M1.1%-1.9%0.360%
2/24/2025Liberty Square Wealth Partners LLC5,635$610K0.2%N/A0.088%
2/18/2025Novem Group3,344$361K0.1%N/A0.051%
2/17/2025Vista Cima Wealth Management LLC15,641$1.69M1.8%N/A0.241%
2/17/2025WBI Investments LLC28,259$3.05M0.8%-2.9%0.435%
2/17/2025Tidal Investments LLC5,502$594K0.0%N/A0.085%
2/17/2025Eagle Global Advisors LLC5,230$565K0.0%+4.0%0.080%
2/17/2025Cetera Investment Advisers18,543$2.00M0.0%+373.9%0.285%
2/17/2025Citadel Advisors LLC69,910$7.55M0.0%+2,803.2%1.076%
2/17/2025Bank of America Corp DE78,601$8.49M0.0%-1.5%1.209%
2/17/2025Ameriprise Financial Inc.24,801$2.68M0.0%-11.7%0.382%
2/14/2025Jane Street Group LLC9,062$978K0.0%-79.7%0.139%
2/14/2025Stifel Financial Corp358,986$38.76M0.0%+2.1%5.523%
2/13/2025NewEdge Advisors LLC5,684$614K0.0%-3.3%0.087%
2/13/2025Guggenheim Capital LLC15,912$1.72M0.0%+12.7%0.245%
2/13/2025Fiducient 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%
2/13/2025Jaffetilchin Investment Partners LLC159,288$17.20M1.2%+4.0%2.451%
2/13/2025TRUE Private Wealth Advisors744,353$80.36M9.8%-1.0%11.452%
2/13/2025Raymond James Financial Inc.230,029$24.83M0.0%N/A3.539%
2/13/2025Faithward Advisors LLC181,415$19.59M3.3%+5.5%2.791%
2/13/2025Straightline Group LLC163,332$17.63M11.6%N/A2.513%
2/13/2025Envestnet Asset Management Inc.124,286$13.42M0.0%+17.7%1.912%
2/13/2025Wells Fargo & Company MN150,367$16.23M0.0%+38.1%2.313%
2/12/2025Maridea Wealth Management LLC10,226$1.10M0.4%N/A0.157%
2/12/2025JPMorgan Chase & Co.11,053$1.19M0.0%-79.3%0.170%
2/12/2025PKS Advisory Services LLC2,468$266K0.1%N/A0.038%
2/11/2025LPL Financial LLC27,150$2.93M0.0%+1.2%0.418%
2/11/2025Fortis 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%
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2/10/2025Thrivent Financial for Lutherans2,162$233K0.0%N/A0.033%
2/10/2025Creative Financial Designs Inc. ADV9,540$1.03M0.1%+90.0%0.147%
2/10/2025Montis Financial LLC17,111$1.85M0.6%N/A0.263%
2/10/2025Renasant Bank3,866$417K0.3%-53.0%0.059%
2/10/2025Commonwealth Equity Services LLC24,314$2.63M0.0%+148.0%0.374%
2/10/2025Avantax Advisory Services Inc.32,131$3.47M0.0%-79.4%0.494%
2/7/2025HighTower Advisors LLC362,856$39.17M0.1%+15.7%5.582%
2/7/2025Moors & Cabot Inc.7,533$813K0.0%+8.2%0.116%
2/7/2025Citizens Financial Group Inc. RI4,548$491K0.0%+13.3%0.070%
2/7/2025PNC Financial Services Group Inc.33,750$3.64M0.0%-27.3%0.519%
2/7/2025RKL Wealth Management LLC82,872$8.95M0.8%-2.3%1.275%
2/7/2025Ashton Thomas Private Wealth LLC6,563$709K0.0%N/A0.101%
2/6/2025Raymond James Financial Inc.230,029$24.83M0.0%N/A3.539%
2/6/2025Assetmark Inc.709$77K0.0%-33.1%0.011%
2/6/2025Keybank National Association OH97,348$10.51M0.0%-2.2%1.498%
2/5/2025Smartleaf Asset Management LLC3,979$430K0.0%-5.0%0.061%
2/5/2025Providence First Trust Co1,146$124K0.0%N/A0.018%
2/5/2025US Bancorp DE47,825$5.16M0.0%-17.5%0.736%
2/5/2025Private Trust Co. NA3,904$421K0.0%-9.6%0.060%
2/5/2025Checchi Capital Advisers LLC4,642$501K0.0%+6.1%0.071%
2/5/2025Impact Investors Inc136,586$14.75M11.4%N/A2.101%
2/4/2025Bank of New York Mellon Corp158,306$17.09M0.0%+14.2%2.435%
2/4/2025IFP Advisors Inc707$76K0.0%N/A0.011%
2/3/2025Private Advisor Group LLC10,807$1.17M0.0%-2.5%0.166%
1/31/2025Sanctuary Advisors LLC2,075$225K0.0%-50.6%0.032%
1/30/2025Asset Management One Co. Ltd.107,408$11.60M0.0%-5.5%1.615%
1/29/2025Mill 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%
1/27/2025Measured 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%
1/24/2025Columbus Macro LLC16,916$1.83M0.3%N/A0.254%
1/23/2025Great Diamond Partners LLC76,220$8.23M2.1%+1.0%1.146%
1/23/2025Narus Financial Partners LLC5,281$570K0.2%+33.0%0.079%
1/22/2025United Asset Strategies Inc.6,861$741K0.1%-36.9%0.103%
1/21/2025Goelzer Investment Management Inc.10,132$1.09M0.1%+16.0%0.156%
1/17/2025Avior Wealth Management LLC3,798$410K0.0%-8.9%0.059%
1/17/2025Park Place Capital Corp4,530$489K0.1%-49.2%0.071%
1/17/2025Commons Capital LLC6,327$683K0.6%N/A0.099%
1/15/2025Smith 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%
1/14/2025Mason & Associates Inc162,975$17.60M4.1%+30.3%2.546%
1/14/2025Sharper & Granite LLC11,127$1.20M0.5%-2.6%0.174%
1/14/2025Ignite Planners LLC13,255$1.43M0.3%+8.2%0.207%
1/13/2025CHB 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%
11/15/2024 Glass Jacobson Investment Advisors llc8,422$930K0.3%+5.3%0.129%
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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%
11/8/2024Avior 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%
(Data available from 1/1/2016 forward)

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AGZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGZ shares?

During the previous two years, 154 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 128 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 5,097,159 shares in the last 24 months. This purchase volume represents approximately $551.47M 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 ($195.18K), Avantax Advisory Services Inc. ($123.73K), Jane Street Group LLC ($61.90K), JPMorgan Chase & Co. ($42.42K), Signet Financial Management LLC ($37.51K), and PNC Financial Services Group Inc. ($35.80K).

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

Institutional investors have sold a total of 1,115,719 shares in the last 24 months. This volume of shares sold represents approximately $120.02M in transactions.



This page (NYSEARCA:AGZ) was last updated on 4/16/2025 by MarketBeat.com Staff
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