iShares Agency Bond ETFAGZETF
13F holders, Q1 2025 (March 31)139holders −13
10new positions
19sold out
1famous investor
$109.43avg. 13F price*
At the end of Q1 2025, 139 institutions reported holding iShares Agency Bond ETF (AGZ) in their 13F filings, down 13 from Q4 2024. 10 opened new positions and 19 sold out. The largest holders were TRUE Private Wealth Advisors ($44.3M), HighTower Advisors, LLC ($42.6M) and Stifel Financial Corp. ($40.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Agency Bond ETF
- CUSIP
- 464288166
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $21.2M |
| Exits | 19 | $22.3M |
All 13F filers, Q4 2024 → Q1 2025: 445,834 shares bought and 926,896 shares sold, net −481,062 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 139 holders
| TRUE Private Wealth Advisors | 5.38% | Reduce -45.6% | 404,949 | $44.3M |
| HighTower Advisors, LLC | 0.06% | Add +7.3% | 389,506 | $42.6M |
| Stifel Financial Corp. | 0.04% | Add +4.0% | 373,353 | $40.9M |
| Raymond James Financial Inc. | 0.01% | Add +25.2% | 287,960 | $31.5M |
| Faithward Advisors, LLC | 3.50% | Add +1.3% | 183,819 | $20.1M |
| Bank of New York Mellon Corp | 0.00% | Add +13.1% | 179,076 | $19.6M |
| Mill Creek Capital Advisors, LLC | 0.42% | Add +1.3% | 158,101 | $17.3M |
| Wells Fargo & Company | 0.00% | Reduce -6.8% | 140,072 | $15.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.6% | 135,018 | $14.8M |
| Mason & Associates Inc | 3.43% | Reduce -22.7% | 125,932 | $13.8M |
| Bailard, Inc. | 0.35% | New | 124,926 | $13.7M |
| Asset Management One Co., Ltd. | 0.04% | Add +1.6% | 109,078 | $11.9M |
| Arvest Investments, Inc. | 1.79% | Add +1.6% | 103,659 | $11.3M |
| Keybank National Association | 0.04% | Reduce -0.8% | 96,560 | $10.6M |
| UBS Group AG | 0.00% | Add +0.4% | 82,161 | $9.0M |
| Bank of America Corp. | 0.00% | Add +2.0% | 80,172 | $8.8M |
| RKL Wealth Management LLC | 0.82% | Reduce -3.8% | 79,712 | $8.7M |
| Great Diamond Partners, LLC | 2.33% | Add +2.3% | 77,980 | $8.5M |
| Morgan Stanley | 0.00% | Add +3.5% | 71,423 | $7.8M |
| Impact Investors, Inc | 5.51% | Reduce -52.6% | 64,718 | $7.1M |
| Signet Financial Management, LLC | 0.92% | Reduce -14.3% | 62,294 | $6.8M |
| BlackRock, Inc. | 0.00% | New | 54,015 | $5.9M |
| LPL Financial LLC | 0.00% | Add +54.2% | 41,859 | $4.6M |
| US Bancorp \de | 0.01% | Reduce -13.2% | 41,537 | $4.5M |
| Hennion & Walsh Asset Management, Inc. | 0.17% | Reduce -2.3% | 35,485 | $3.9M |
| Citadel Advisors | 0.00% | Reduce -49.3% | 35,474 | $3.9M |
| Wbi Investments, LLC | 1.01% | Add +23.7% | 34,961 | $3.8M |
| Jane Street Group, LLC | 0.01% | Add +276.3% | 34,101 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.6% | 33,224 | $3.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +9.0% | 30,490 | $3.3M |
| CVA Family Office, LLC | 0.49% | Add +2.5% | 29,071 | $3.2M |
| CHB Investment Group, LLC | 1.69% | Add +2.3% | 29,030 | $3.2M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -10.2% | 28,861 | $3.2M |
| HM Payson & Co. | 0.05% | Add +16.0% | 26,730 | $2.9M |
| Fluent Financial, LLC | 1.22% | Add +11.2% | 25,602 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 23,885 | $2.6M |
| Sunflower Bank, N.A. | 0.71% | No change | 23,035 | $2.5M |
| Fortis Capital Management LLC | 0.49% | Add +71.3% | 23,021 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.9% | 21,859 | $2.4M |
| Focus Financial Network, Inc. | 0.09% | Add +1.9% | 20,417 | $2.2M |
| Smith Salley Wealth Management | 0.14% | Add +0.6% | 19,585 | $2.1M |
| Jaffetilchin Investment Partners, LLC | 0.15% | Reduce -88.2% | 18,824 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -2.1% | 18,153 | $2.0M |
| Vista Cima Wealth Management LLC | 2.07% | Add +12.1% | 17,535 | $1.9M |
| Guggenheim Capital LLC | 0.02% | Add +10.2% | 17,533 | $1.9M |
| Columbus Macro, LLC | 0.24% | Reduce -2.2% | 16,538 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +251.2% | 14,633 | $1.6M |
| James Investment Research, Inc. | 0.20% | Reduce -3.6% | 14,253 | $1.6M |
| Montis Financial, LLC | 0.44% | Reduce -19.7% | 13,746 | $1.5M |
| Insight Advisors, LLC/ PA | 0.25% | Add +6.9% | 12,988 | $1.4M |
| Fiducient Advisors LLC | 0.18% | Add +2.3% | 12,832 | $1.4M |
| Creative Financial Designs Inc. | 0.11% | Add +32.5% | 12,639 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +14.8% | 12,406 | $1.4M |
| Sharper & Granite LLC | 0.50% | Reduce -1.4% | 10,967 | $1.2M |
| Goelzer Investment Management, Inc. | 0.07% | Add +1.9% | 10,320 | $1.1M |
| Measured Wealth Private Client Group, LLC | 0.35% | Reduce -75.8% | 10,019 | $1.1M |
| Rehmann Capital Advisory Group | 0.07% | Add +114.1% | 10,005 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +2.4% | 9,707 | $1.1M |
| Tidal Investments LLC | 0.01% | Add +74.2% | 9,586 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.33% | No change | 9,188 | $992K |
| Maridea Wealth Management LLC | 0.30% | Reduce -17.4% | 8,447 | $924K |
| &partners | 0.01% | No change | 8,386 | $917K |
| Cambiar Investors LLC | 0.04% | Add +32.9% | 8,321 | $911K |
| Ignite Planners, LLC | 0.18% | Reduce -37.6% | 8,277 | $905K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +94.3% | 8,083 | $885K |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.3% | 7,708 | $844K |
| Moors & Cabot, Inc. | 0.04% | Add +0.8% | 7,596 | $831K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -6.2% | 6,156 | $674K |
| NewEdge Advisors, LLC | 0.00% | Add +1.1% | 5,746 | $629K |
| Checchi Capital Advisers, LLC | 0.04% | Add +22.9% | 5,703 | $624K |
| Smartleaf Asset Management LLC | 0.06% | Add +35.8% | 5,405 | $591K |
| Citizens Financial Group Inc. | 0.01% | Add +14.0% | 5,186 | $568K |
| Liberty Square Wealth Partners LLC | 0.22% | Reduce -8.2% | 5,173 | $566K |
| Narus Financial Partners, LLC | 0.18% | Reduce -6.6% | 4,931 | $540K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.8% | 4,886 | $535K |
| United Asset Strategies, Inc. | 0.04% | Reduce -35.5% | 4,424 | $484K |
| Baird Financial Group, Inc. | 0.00% | New | 4,380 | $479K |
| Park Place Capital Corp | 0.12% | Reduce -14.1% | 3,890 | $426K |
| Private Trust Co. NA | 0.04% | Reduce -1.2% | 3,856 | $422K |
| Novem Group | 0.06% | Add +8.9% | 3,641 | $398K |
| Renasant Bank | 0.25% | Reduce -10.8% | 3,447 | $377K |
| Advisory Services Network, LLC | 0.01% | No change | 3,221 | $353K |
| Shayne & Jacobs, LLC | 0.08% | No change | 3,035 | $332K |
| Avior Wealth Management, LLC | 0.01% | Reduce -22.7% | 2,937 | $321K |
| Evercore Wealth Management, LLC | 0.01% | No change | 2,885 | $316K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +41.7% | 2,702 | $296K |
| Advisory Alpha, LLC | 0.01% | No change | 2,650 | $290K |
| Comerica Bank | 0.00% | Add +15.6% | 2,589 | $283K |
| Pacific Financial Group Inc. | 0.22% | Reduce -19.3% | 2,481 | $272K |
| Thrivent Financial for Lutherans | 0.00% | Add +13.8% | 2,461 | $269K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -16.7% | 2,425 | $263K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -3.5% | 2,401 | $263K |
| Prosperity Wealth Management, Inc. | 0.12% | Reduce -2.5% | 2,365 | $259K |
| Mariner, LLC | 0.00% | New | 2,361 | $258K |
| Shared Vision Wealth Group LLC | 0.14% | Reduce -1.4% | 2,286 | $250K |
| Argent Trust Co | 0.01% | No change | 2,254 | $247K |
| Arkadios Wealth Advisors | 0.01% | New | 2,211 | $242K |
| GTS Securities LLC | 0.01% | New | 2,136 | $234K |
| Tiaa Trust, National Association | 0.00% | No change | 2,103 | $230K |
| Montecito Bank & Trust | 0.04% | No change | 2,078 | $227K |
| Detalus Advisors, LLC | 0.07% | New | 2,038 | $223K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.1% | 2,032 | $222K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.2% | 1,792 | $197K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,785 | $195K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,121 | $123K |
| Templeton & Phillips Capital Management, LLC | 0.08% | No change | 1,008 | $110K |
| IFP Advisors, Inc | 0.00% | Add +22.4% | 865 | $95K |
| Clean Yield Group | 0.02% | Add +0.3% | 652 | $71K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 555 | $61K |
| Principal Securities, Inc. | 0.00% | No change | 493 | $53K |
| St Germain D J Co. Inc. | 0.00% | No change | 475 | $52K |
| Harbour Investments, Inc. | 0.00% | No change | 453 | $50K |
| Whittier Trust Co. | 0.00% | No change | 441 | $48K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 350 | $38K |
| National Bank of Canada | 0.00% | No change | 300 | $33K |
| Cwm, LLC | 0.00% | Add +20.9% | 260 | $28K |
| AE Wealth Management LLC | 0.00% | Reduce -95.3% | 204 | $22K |
| FMR LLC | 0.00% | No change | 204 | $22K |
| Fort Vancouver Investment Management, LLC | 0.02% | Add +16.4% | 192 | $21K |
| Toth Financial Advisory Corp. | 0.00% | No change | 150 | $16K |
| Bogart Wealth, LLC | 0.00% | Add +101.5% | 133 | $15K |
| Assetmark, Inc. | 0.00% | Reduce -84.5% | 110 | $12K |
| Founders Financial Alliance, LLC | 0.00% | No change | 98 | $11K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 98 | $11K |
| LRI Investments, LLC | 0.00% | No change | 85 | $9K |
| MAI Capital Management | 0.00% | Add +111.4% | 74 | $8K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -35.0% | 65 | $7K |
| Archer Investment Corp | 0.00% | No change | 50 | $5K |
| Red Tortoise LLC | 0.00% | No change | 47 | $5K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 44 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 40 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 41 | $4K |
| Bristlecone Advisors, LLC | 0.00% | New | 24 | $3K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 5 | $548 |
| Realta Investment Advisors | 0.00% | New | 2 | $219 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 2 | $219 |
| Allworth Financial LP | 0.00% | Reduce -50.0% | 1 | $110 |
| CoreCap Advisors, LLC | 0.00% | Reduce -90.0% | 1 | $109 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1 | $75 |
"% of holder's portfolio" is AGZ's weight in each manager's 13F, not the share of iShares Agency Bond ETF the manager owns.