iShares Agency Bond ETFAGZETF
13F holders, Q2 2025 (June 30)139holders
10new positions
11sold out
1famous investor
$109.69avg. 13F price*
At the end of Q2 2025, 139 institutions reported holding iShares Agency Bond ETF (AGZ) in their 13F filings, unchanged from Q1 2025. 10 opened new positions and 11 sold out. The largest holders were HighTower Advisors, LLC ($44.1M), Stifel Financial Corp. ($40.6M) and Raymond James Financial Inc. ($31.7M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $23.2M |
| Exits | 11 | $10.0M |
All 13F filers, Q1 2025 → Q2 2025: 374,774 shares bought and 688,436 shares sold, net −313,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 139 holders
| HighTower Advisors, LLC | 0.06% | Add +3.1% | 401,789 | $44.1M |
| Stifel Financial Corp. | 0.04% | Reduce -1.0% | 369,770 | $40.6M |
| Raymond James Financial Inc. | 0.01% | Add +0.3% | 288,709 | $31.7M |
| Bank of New York Mellon Corp | 0.00% | Add +8.7% | 194,732 | $21.4M |
| Faithward Advisors, LLC | 3.31% | Add +5.9% | 194,717 | $21.4M |
| Syon Capital LLC | 1.37% | New | 187,866 | $20.6M |
| Bailard, Inc. | 0.33% | Add +1.8% | 127,218 | $14.0M |
| Mason & Associates Inc | 3.13% | Reduce -1.9% | 123,551 | $13.6M |
| Mill Creek Capital Advisors, LLC | 0.30% | Reduce -22.6% | 122,417 | $13.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.3% | 119,834 | $13.1M |
| Wells Fargo & Company | 0.00% | Reduce -16.8% | 116,486 | $12.8M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -5.4% | 103,184 | $11.3M |
| Arvest Investments, Inc. | 1.70% | Reduce -0.6% | 102,995 | $11.3M |
| Keybank National Association | 0.04% | Reduce -2.2% | 94,451 | $10.4M |
| RKL Wealth Management LLC | 0.76% | Reduce -1.6% | 78,396 | $8.6M |
| Great Diamond Partners, LLC | 1.81% | Add +0.3% | 78,255 | $8.6M |
| UBS Group AG | 0.00% | Reduce -6.1% | 77,154 | $8.5M |
| Bank of America Corp. | 0.00% | Reduce -5.8% | 75,517 | $8.3M |
| Morgan Stanley | 0.00% | Add +1.5% | 72,478 | $8.0M |
| Citadel Advisors | 0.01% | Add +69.2% | 60,004 | $6.6M |
| Jane Street Group, LLC | 0.01% | Add +71.7% | 58,563 | $6.4M |
| Signet Financial Management, LLC | 0.80% | Reduce -6.8% | 58,085 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Add +146.0% | 53,779 | $5.9M |
| Impact Investors, Inc | 4.06% | Reduce -19.0% | 52,408 | $5.7M |
| US Bancorp \de | 0.01% | Reduce -5.9% | 39,082 | $4.3M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Add +3.0% | 36,552 | $4.0M |
| LPL Financial LLC | 0.00% | Reduce -18.4% | 34,140 | $3.7M |
| Fluent Financial, LLC | 1.53% | Add +32.4% | 33,900 | $3.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +15.4% | 33,319 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 32,649 | $3.6M |
| Wbi Investments, LLC | 0.93% | Reduce -6.7% | 32,636 | $3.6M |
| CVA Family Office, LLC | 0.45% | Reduce -0.1% | 29,051 | $3.2M |
| CHB Investment Group, LLC | 1.62% | Reduce -0.1% | 29,015 | $3.2M |
| HM Payson & Co. | 0.05% | Add +0.2% | 26,781 | $2.9M |
| TRUE Private Wealth Advisors | 0.30% | Reduce -93.9% | 24,569 | $2.7M |
| Sunflower Bank, N.A. | 0.64% | No change | 23,035 | $2.5M |
| Jaffetilchin Investment Partners, LLC | 0.15% | Add +11.6% | 21,002 | $2.3M |
| Tidal Investments LLC | 0.01% | Add +113.7% | 20,485 | $2.2M |
| Smith Salley Wealth Management | 0.13% | Add +0.5% | 19,689 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +31.0% | 19,175 | $2.1M |
| Focus Financial Network, Inc. | 0.08% | Reduce -6.1% | 19,163 | $2.1M |
| Vista Cima Wealth Management LLC | 1.78% | Reduce -1.1% | 17,339 | $1.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -46.2% | 16,390 | $1.8M |
| Triton Financial Group Inc | 1.20% | — | 15,113 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Reduce -19.1% | 14,180 | $1.6M |
| James Investment Research, Inc. | 0.18% | Reduce -1.7% | 14,016 | $1.5M |
| Insight Advisors, LLC/ PA | 0.23% | Reduce -0.1% | 12,977 | $1.4M |
| Cerity Partners LLC | 0.00% | New | 12,813 | $1.4M |
| Fiducient Advisors LLC | 0.17% | Reduce -0.2% | 12,801 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +0.3% | 12,448 | $1.4M |
| Creative Financial Designs Inc. | 0.09% | Reduce -13.8% | 10,896 | $1.2M |
| Sharper & Granite LLC | 0.45% | Reduce -1.2% | 10,838 | $1.2M |
| Goelzer Investment Management, Inc. | 0.06% | Reduce -0.7% | 10,245 | $1.1M |
| Fortis Capital Management LLC | 0.17% | Reduce -56.8% | 9,943 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -59.1% | 9,761 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.40% | Add +2.3% | 9,396 | $1.0M |
| Rehmann Capital Advisory Group | 0.06% | Reduce -6.3% | 9,371 | $1.0M |
| Montis Financial, LLC | 0.29% | Reduce -31.9% | 9,368 | $1.0M |
| Ignite Planners, LLC | 0.17% | Add +7.5% | 8,899 | $970K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.0% | 8,245 | $904K |
| Moors & Cabot, Inc. | 0.04% | Add +7.0% | 8,129 | $892K |
| Cambiar Investors LLC | 0.04% | Reduce -4.6% | 7,941 | $871K |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.1% | 7,393 | $811K |
| Citizens Financial Group Inc. | 0.01% | Add +29.2% | 6,698 | $735K |
| Measured Wealth Private Client Group, LLC | 0.22% | Reduce -34.3% | 6,581 | $722K |
| Maridea Wealth Management LLC | 0.18% | Reduce -24.8% | 6,353 | $697K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,746 | $630K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -7.9% | 5,672 | $622K |
| Smartleaf Asset Management LLC | 0.05% | Add +2.7% | 5,552 | $608K |
| Liberty Square Wealth Partners LLC | 0.20% | No change | 5,173 | $567K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 4,821 | $529K |
| Osaic Holdings, Inc. | 0.00% | Add +158.2% | 4,626 | $508K |
| Baird Financial Group, Inc. | 0.00% | Add +0.8% | 4,414 | $484K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -27.0% | 4,164 | $457K |
| Narus Financial Partners, LLC | 0.14% | Reduce -16.5% | 4,117 | $452K |
| Private Trust Co. NA | 0.04% | Add +3.5% | 3,993 | $438K |
| Novem Group | 0.06% | Add +9.5% | 3,988 | $437K |
| Cetera Investment Advisers | 0.00% | Reduce -79.4% | 3,744 | $411K |
| Royal Bank of Canada | 0.00% | Reduce -62.0% | 3,692 | $405K |
| Park Place Capital Corp | 0.09% | Reduce -11.0% | 3,461 | $378K |
| United Asset Strategies, Inc. | 0.03% | Reduce -24.7% | 3,331 | $365K |
| Focus Partners Wealth | 0.00% | New | 3,068 | $337K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.5% | 3,039 | $333K |
| Shayne & Jacobs, LLC | 0.11% | No change | 3,035 | $333K |
| Renasant Bank | 0.22% | Reduce -12.4% | 3,018 | $331K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,885 | $316K |
| Sequent Planning LLC | 0.10% | New | 2,881 | $316K |
| Avior Wealth Management, LLC | 0.01% | Reduce -3.7% | 2,829 | $310K |
| Global Retirement Partners, LLC | 0.01% | — | 2,600 | $285K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.2% | 2,456 | $269K |
| Fiduciary Financial Group, LLC | 0.05% | No change | 2,425 | $265K |
| Arkadios Wealth Advisors | 0.01% | Add +9.3% | 2,417 | $265K |
| Pacific Financial Group Inc. | 0.21% | Reduce -3.1% | 2,405 | $264K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -0.8% | 2,382 | $261K |
| Legacy Private Trust Co. | 0.02% | New | 2,350 | $258K |
| Mariner, LLC | 0.00% | Reduce -1.6% | 2,324 | $255K |
| Shared Vision Wealth Group LLC | 0.13% | Add +1.8% | 2,328 | $254K |
| Argent Trust Co | 0.01% | No change | 2,254 | $247K |
| Tiaa Trust, National Association | 0.00% | No change | 2,103 | $231K |
| Comerica Bank | 0.00% | Reduce -22.9% | 1,997 | $219K |
| Detalus Advisors, LLC | 0.06% | Reduce -3.1% | 1,975 | $217K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.2% | 1,947 | $214K |
| Corient Private Wealth LP | 0.00% | New | 1,825 | $200K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,121 | $123K |
| Templeton & Phillips Capital Management, LLC | 0.08% | No change | 1,008 | $111K |
| IFP Advisors, Inc | 0.00% | No change | 865 | $95K |
| Clean Yield Group | 0.02% | Add +14.4% | 746 | $82K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 555 | $61K |
| St Germain D J Co. Inc. | 0.00% | No change | 475 | $52K |
| Whittier Trust Co. | 0.00% | No change | 441 | $48K |
| Clearstead Advisors, LLC | 0.00% | New | 380 | $42K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 350 | $38K |
| FMR LLC | 0.00% | Add +17.6% | 240 | $26K |
| Ameritas Advisory Services, LLC | 0.00% | New | 239 | $26K |
| Deutsche Bank AG | 0.00% | New | 226 | $25K |
| National Bank of Canada | 0.00% | Reduce -33.3% | 200 | $22K |
| Fort Vancouver Investment Management, LLC | 0.01% | No change | 192 | $21K |
| AE Wealth Management LLC | 0.00% | Reduce -9.8% | 184 | $20K |
| Toth Financial Advisory Corp. | 0.00% | No change | 150 | $16K |
| Assetmark, Inc. | 0.00% | Add +21.8% | 134 | $15K |
| Founders Financial Alliance, LLC | 0.00% | No change | 98 | $11K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 98 | $11K |
| Geneos Wealth Management Inc. | 0.00% | New | 91 | $10K |
| LRI Investments, LLC | 0.00% | No change | 85 | $9K |
| Bogart Wealth, LLC | 0.00% | Reduce -50.4% | 66 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 65 | $7K |
| Archer Investment Corp | 0.00% | Add +2.0% | 51 | $6K |
| Cwm, LLC | 0.00% | Reduce -81.9% | 47 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 40 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 41 | $4K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 44 | $4K |
| MAI Capital Management | 0.00% | Reduce -52.7% | 35 | $4K |
| Principal Securities, Inc. | 0.00% | Reduce -97.8% | 11 | $1K |
| Red Tortoise LLC | 0.00% | Reduce -78.7% | 10 | $1K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 5 | $549 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 2 | $219 |
| Allworth Financial LP | 0.00% | No change | 1 | $110 |
| CoreCap Advisors, LLC | 0.00% | No change | 1 | $110 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 1 | $76 |
"% of holder's portfolio" is AGZ's weight in each manager's 13F, not the share of iShares Agency Bond ETF the manager owns.