iShares Agency Bond ETFAGZETF
13F holders, Q4 2025 (December 31)151holders +6
13new positions
13sold out
1famous investor
$110.25avg. 13F price*
At the end of Q4 2025, 151 institutions reported holding iShares Agency Bond ETF (AGZ) in their 13F filings, up 6 from Q3 2025. 13 opened new positions and 13 sold out. The largest holders were HighTower Advisors, LLC ($52.3M), Stifel Financial Corp. ($47.1M) and Raymond James Financial Inc. ($32.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $8.0M |
| Exits | 13 | $15.8M |
All 13F filers, Q3 2025 → Q4 2025: 206,779 shares bought and 321,015 shares sold, net −114,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| HighTower Advisors, LLC | 0.06% | Add +6.2% | 474,523 | $52.3M |
| Stifel Financial Corp. | 0.04% | Add +7.4% | 426,879 | $47.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.7% | 291,526 | $32.1M |
| Bank of New York Mellon Corp | 0.00% | Add +13.0% | 250,754 | $27.6M |
| Syon Capital LLC | 1.05% | Add +0.7% | 191,462 | $21.1M |
| Mill Creek Capital Advisors, LLC | 0.28% | Reduce -3.4% | 123,506 | $13.6M |
| Bailard, Inc. | 0.28% | Add +2.3% | 112,826 | $12.4M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -6.3% | 103,598 | $11.4M |
| Keybank National Association | 0.04% | Add +2.0% | 94,353 | $10.4M |
| Arvest Investments, Inc. | 1.38% | Add +0.0% | 89,270 | $9.8M |
| UBS Group AG | 0.00% | Reduce -1.6% | 87,961 | $9.7M |
| RKL Wealth Management LLC | 0.73% | Add +1.4% | 80,604 | $8.9M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 75,005 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Add +11.9% | 66,624 | $7.3M |
| Great Diamond Partners, LLC | 1.37% | Add +1.3% | 64,417 | $7.1M |
| Bank of America Corp. | 0.00% | Add +0.4% | 61,074 | $6.7M |
| Signet Financial Management, LLC | 0.66% | Reduce -4.4% | 53,846 | $5.9M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 48,086 | $5.3M |
| LPL Financial LLC | 0.00% | Add +21.0% | 43,087 | $4.8M |
| US Bancorp \de | 0.01% | Reduce -0.9% | 38,680 | $4.3M |
| Fluent Financial, LLC | 1.61% | Add +4.4% | 38,361 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.7% | 36,858 | $4.1M |
| Jaffetilchin Investment Partners, LLC | 0.21% | Add +22.9% | 32,505 | $3.6M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Add +1.3% | 32,326 | $3.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.8% | 27,179 | $3.0M |
| Tidal Investments LLC | 0.01% | Add +14.2% | 26,427 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 25,897 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 24,641 | $2.7M |
| Wbi Investments, LLC | 0.70% | Add +11.5% | 24,410 | $2.7M |
| CVA Family Office, LLC | 0.30% | Reduce -18.5% | 23,757 | $2.6M |
| Citadel Advisors | 0.00% | New | 23,396 | $2.6M |
| Sunflower Bank, N.A. | 0.64% | No change | 23,035 | $2.5M |
| Smith Salley Wealth Management | 0.12% | Add +2.0% | 21,382 | $2.4M |
| TRUE Private Wealth Advisors | 0.23% | Reduce -4.2% | 20,725 | $2.3M |
| Impact Investors, Inc | 1.49% | Reduce -46.4% | 19,486 | $2.1M |
| Focus Financial Network, Inc. | 0.07% | Reduce -0.2% | 19,211 | $2.1M |
| Vista Cima Wealth Management LLC | 1.68% | Add +0.7% | 18,315 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -53.2% | 18,243 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -1.8% | 16,090 | $1.8M |
| Fiducient Advisors LLC | 0.19% | Add +2.2% | 13,555 | $1.5M |
| Insight Advisors, LLC/ PA | 0.22% | Add +0.3% | 13,442 | $1.5M |
| James Investment Research, Inc. | 0.15% | Reduce -5.3% | 12,797 | $1.4M |
| Cerity Partners LLC | 0.00% | No change | 12,462 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.4% | 12,029 | $1.3M |
| Rehmann Capital Advisory Group | 0.07% | Add +2.9% | 11,871 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -87.7% | 11,868 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.45% | Add +16.1% | 11,409 | $1.3M |
| Fortis Capital Management LLC | 0.16% | Add +6.7% | 10,968 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -3.0% | 10,899 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +8.2% | 10,063 | $1.1M |
| Goelzer Investment Management, Inc. | 0.05% | Reduce -2.6% | 9,434 | $1.0M |
| Sharper & Granite LLC | 0.37% | Add +21.7% | 9,425 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.5% | 9,284 | $1.0M |
| Citizens Financial Group Inc. | 0.01% | Add +6.5% | 9,181 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.1% | 9,025 | $995K |
| Ignite Planners, LLC | 0.15% | Add +0.3% | 8,829 | $974K |
| Triton Financial Group Inc | 0.64% | Reduce -40.6% | 8,812 | $972K |
| Maridea Wealth Management LLC | 0.15% | Add +28.6% | 8,769 | $967K |
| Creative Financial Designs Inc. | 0.06% | Reduce -0.1% | 8,466 | $933K |
| Cambiar Investors LLC | 0.04% | Reduce -0.1% | 7,917 | $873K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -7.8% | 7,525 | $815K |
| Heck Capital Advisors, LLC | 0.06% | Reduce -14.4% | 6,711 | $740K |
| GTS Securities LLC | 0.02% | New | 6,596 | $727K |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.0% | 6,521 | $719K |
| Smartleaf Asset Management LLC | 0.02% | Add +3.6% | 5,679 | $626K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -1.1% | 5,594 | $617K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.5% | 5,566 | $614K |
| Narus Financial Partners, LLC | 0.16% | Add +0.8% | 5,386 | $594K |
| Novem Group | 0.06% | Add +15.0% | 5,017 | $553K |
| Daviman Financial, LLC | 0.31% | — | 4,772 | $526K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 4,693 | $517K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,380 | $483K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -0.9% | 4,286 | $473K |
| Montis Financial, LLC | 0.09% | Reduce -36.1% | 4,283 | $472K |
| BTS Asset Management, Inc. | 0.61% | New | 4,103 | $453K |
| Flow Traders U.S. LLC | 0.01% | New | 3,674 | $405K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -4.1% | 3,642 | $401K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 3,598 | $397K |
| Royal Bank of Canada | 0.00% | Reduce -7.5% | 3,328 | $367K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.9% | 3,299 | $364K |
| Arkadios Wealth Advisors | 0.01% | Add +32.0% | 3,275 | $361K |
| Focus Partners Wealth | 0.00% | Add +0.6% | 3,085 | $340K |
| United Asset Strategies, Inc. | 0.03% | Reduce -9.1% | 3,037 | $335K |
| Shayne & Jacobs, LLC | 0.10% | No change | 3,035 | $335K |
| Sequent Planning LLC | 0.08% | Reduce -4.3% | 2,932 | $323K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,765 | $305K |
| Private Trust Co. NA | 0.03% | Reduce -10.3% | 2,701 | $298K |
| Avior Wealth Management, LLC | 0.01% | Reduce -4.0% | 2,651 | $292K |
| Legacy Private Trust Co. | 0.02% | No change | 2,450 | $270K |
| Faithward Advisors, LLC | 0.04% | Reduce -12.3% | 2,441 | $269K |
| Fiduciary Financial Group, LLC | 0.04% | No change | 2,435 | $268K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.2% | 2,419 | $267K |
| EP Wealth Advisors, LLC | 0.00% | — | 2,402 | $265K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.0% | 2,339 | $258K |
| Arax Advisory Partners | 0.01% | New | 2,325 | $256K |
| Pacific Financial Group Inc. | 0.14% | Reduce -3.7% | 2,315 | $255K |
| Acorn Financial Advisory Services Inc. | 0.04% | Add +0.9% | 2,287 | $252K |
| Argent Trust Co | 0.01% | No change | 2,254 | $249K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -14.2% | 2,198 | $242K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.5% | 2,103 | $232K |
"% of holder's portfolio" is AGZ's weight in each manager's 13F, not the share of iShares Agency Bond ETF the manager owns.