iShares Agency Bond ETFAGZETF
13F holders, Q1 2026 (March 31)148holders −3
12new positions
18sold out
1famous investor
$109.71avg. 13F price*
At the end of Q1 2026, 148 institutions reported holding iShares Agency Bond ETF (AGZ) in their 13F filings, down 3 from Q4 2025. 12 opened new positions and 18 sold out. The largest holders were HighTower Advisors, LLC ($54.9M), Stifel Financial Corp. ($49.0M) and Bank of New York Mellon Corp ($34.3M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.7M |
| Exits | 18 | $27.9M |
All 13F filers, Q4 2025 → Q1 2026: 315,232 shares bought and 396,878 shares sold, net −81,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| HighTower Advisors, LLC | 0.06% | Add +5.4% | 500,169 | $54.9M |
| Stifel Financial Corp. | 0.05% | Add +4.7% | 446,745 | $49.0M |
| Bank of New York Mellon Corp | 0.01% | Add +24.7% | 312,585 | $34.3M |
| Raymond James Financial Inc. | 0.01% | Add +1.5% | 295,899 | $32.5M |
| TRB Wealth Management, LLC | 2.09% | — | 133,722 | $14.7M |
| Mill Creek Capital Advisors, LLC | 0.29% | Add +2.9% | 127,093 | $13.9M |
| Asset Management One Co., Ltd. | 0.04% | Add +15.7% | 119,830 | $13.1M |
| Bailard, Inc. | 0.29% | Add +0.2% | 113,101 | $12.4M |
| UBS Group AG | 0.00% | Add +11.0% | 97,630 | $10.7M |
| Keybank National Association | 0.04% | Add +0.8% | 95,062 | $10.4M |
| Arvest Investments, Inc. | 1.17% | Reduce -12.1% | 78,447 | $8.6M |
| RKL Wealth Management LLC | 0.75% | Reduce -5.5% | 76,180 | $8.4M |
| Great Diamond Partners, LLC | 1.51% | Add +10.9% | 71,448 | $7.8M |
| Morgan Stanley | 0.00% | Reduce -8.8% | 68,374 | $7.5M |
| Bank of America Corp. | 0.00% | Add +7.6% | 65,696 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 64,633 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +67.9% | 61,900 | $6.8M |
| Wells Fargo & Company | 0.00% | Add +13.9% | 54,790 | $6.0M |
| Signet Financial Management, LLC | 0.65% | Reduce -2.2% | 52,676 | $5.8M |
| Summit Financial, LLC | 0.07% | New | 52,232 | $5.7M |
| LPL Financial LLC | 0.00% | Add +15.0% | 49,569 | $5.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +42.0% | 38,608 | $4.2M |
| US Bancorp \de | 0.01% | Reduce -1.5% | 38,101 | $4.2M |
| Fluent Financial, LLC | 1.46% | Reduce -5.4% | 36,285 | $4.0M |
| Jaffetilchin Investment Partners, LLC | 0.23% | Add +9.8% | 35,690 | $3.9M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Reduce -17.8% | 26,582 | $2.9M |
| Focus Financial Network, Inc. | 0.10% | Add +26.2% | 24,245 | $2.7M |
| Sunflower Bank, N.A. | 0.64% | No change | 23,035 | $2.5M |
| CVA Family Office, LLC | 0.26% | Reduce -3.8% | 22,849 | $2.5M |
| Tidal Investments LLC | 0.01% | Reduce -20.6% | 20,980 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.8% | 20,006 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +61.7% | 19,192 | $2.1M |
| TRUE Private Wealth Advisors | 0.20% | Reduce -10.0% | 18,649 | $2.0M |
| Vista Cima Wealth Management LLC | 1.80% | Reduce -9.5% | 16,581 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 16,090 | $1.8M |
| Triton Financial Group Inc | 2.92% | Add +72.6% | 15,212 | $1.7M |
| Fiducient Advisors LLC | 0.21% | Add +7.8% | 14,605 | $1.6M |
| Insight Advisors, LLC/ PA | 0.29% | Add +2.0% | 13,718 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -30.9% | 12,600 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +2.9% | 12,380 | $1.4M |
| Rehmann Capital Advisory Group | 0.07% | Add +2.0% | 12,104 | $1.3M |
| James Investment Research, Inc. | 0.14% | Reduce -9.3% | 11,602 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -7.3% | 11,553 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | New | 11,147 | $1.2M |
| Glass Jacobson Investment Advisors llc | 0.42% | Reduce -2.7% | 11,102 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Add +20.2% | 11,037 | $1.2M |
| Goelzer Investment Management, Inc. | 0.05% | Add +8.0% | 10,192 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -57.5% | 9,950 | $1.1M |
| Cambiar Investors LLC | 0.05% | Add +22.3% | 9,686 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.8% | 9,632 | $1.1M |
| Moors & Cabot, Inc. | 0.04% | Reduce -5.5% | 9,506 | $1.0M |
| Sharper & Granite LLC | 0.35% | Reduce -0.8% | 9,345 | $1.0M |
| Ignite Planners, LLC | 0.16% | Add +4.6% | 9,234 | $1.0M |
| Guggenheim Capital LLC | 0.01% | Reduce -15.5% | 9,211 | $1.0M |
| Wbi Investments, LLC | 0.26% | Reduce -65.2% | 8,503 | $933K |
| Millington Securities, LLC | 0.26% | — | 8,503 | $933K |
| Impact Investors, Inc | 0.63% | Reduce -57.8% | 8,217 | $901K |
| Creative Financial Designs Inc. | 0.05% | Reduce -11.8% | 7,464 | $819K |
| Checchi Capital Advisers, LLC | 0.05% | Add +54.5% | 6,623 | $727K |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.6% | 6,219 | $683K |
| Smartleaf Asset Management LLC | 0.02% | Add +2.8% | 5,836 | $641K |
| Narus Financial Partners, LLC | 0.16% | Add +6.4% | 5,730 | $629K |
| Maridea Wealth Management LLC | 0.09% | Reduce -34.9% | 5,711 | $627K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.1% | 5,591 | $613K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,566 | $611K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -17.6% | 5,527 | $606K |
| Novem Group | 0.07% | Add +9.8% | 5,508 | $604K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.9% | 5,112 | $561K |
| Deutsche Bank AG | 0.00% | Add +898.2% | 4,981 | $546K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +23.1% | 4,485 | $492K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +24.6% | 4,484 | $492K |
| Baird Financial Group, Inc. | 0.00% | Add +0.5% | 4,402 | $483K |
| BTS Asset Management, Inc. | 1.73% | Reduce -0.3% | 4,090 | $449K |
| EP Wealth Advisors, LLC | 0.00% | Add +42.8% | 3,430 | $376K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 3,309 | $363K |
| Arkadios Wealth Advisors | 0.01% | Add +0.5% | 3,291 | $361K |
| Pacific Financial Group Inc. | 0.19% | Add +40.0% | 3,241 | $356K |
| Focus Partners Wealth | 0.00% | Add +2.5% | 3,162 | $347K |
| United Asset Strategies, Inc. | 0.03% | Add +0.9% | 3,066 | $336K |
| Shayne & Jacobs, LLC | 0.10% | No change | 3,035 | $333K |
| Sequent Planning LLC | 0.08% | No change | 2,932 | $322K |
| Private Trust Co. NA | 0.03% | Add +6.4% | 2,874 | $315K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -88.6% | 2,811 | $308K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,765 | $303K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.8% | 2,604 | $286K |
| Montis Financial, LLC | 0.06% | Reduce -39.4% | 2,597 | $285K |
| Fiduciary Financial Group, LLC | 0.04% | No change | 2,435 | $267K |
| Stablepoint Partners, LLC | 0.04% | New | 2,434 | $267K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 2,394 | $263K |
| Arax Advisory Partners | 0.01% | Add +0.2% | 2,330 | $256K |
| Argent Trust Co | 0.01% | No change | 2,254 | $247K |
| Royal Bank of Canada | 0.00% | Reduce -32.5% | 2,245 | $247K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.2% | 2,240 | $246K |
| Daviman Financial, LLC | 0.14% | Reduce -53.2% | 2,232 | $245K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.1% | 2,196 | $241K |
| Fifth Third Bancorp | 0.00% | New | 2,045 | $224K |
| Portland Global Advisors LLC | 0.02% | No change | 2,000 | $219K |
| StoneX Group Inc. | 0.01% | Reduce -0.3% | 1,997 | $219K |
| Corient Private Wealth LP | 0.00% | Add +6.9% | 1,995 | $219K |
| Montecito Bank & Trust | 0.04% | No change | 1,978 | $217K |
"% of holder's portfolio" is AGZ's weight in each manager's 13F, not the share of iShares Agency Bond ETF the manager owns.