iShares Agency Bond ETFAGZETF
13F holders, Q2 2026 (June 30)138holders −10
9new positions
14sold out
1famous investor
$109.28avg. 13F price*
At the end of Q2 2026, 138 institutions reported holding iShares Agency Bond ETF (AGZ) in their 13F filings, down 10 from Q1 2026. 9 opened new positions and 14 sold out. The largest holders were HighTower Advisors, LLC ($55.0M), Stifel Financial Corp. ($52.3M) and Bank of New York Mellon Corp ($37.6M). 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $15.9M |
| Exits | 14 | $3.1M |
All 13F filers, Q1 2026 → Q2 2026: 431,227 shares bought and 98,231 shares sold, net +332,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| HighTower Advisors, LLC | 0.05% | Add +0.6% | 503,184 | $55.0M |
| Stifel Financial Corp. | 0.04% | Add +7.1% | 478,573 | $52.3M |
| Bank of New York Mellon Corp | 0.01% | Add +10.2% | 344,348 | $37.6M |
| Raymond James Financial Inc. | 0.01% | Add +11.1% | 328,763 | $35.9M |
| TRB Wealth Management, LLC | 2.02% | Add +3.6% | 138,548 | $15.1M |
| Pathstone Holdings, LLC | 0.04% | New | 132,626 | $14.5M |
| Asset Management One Co., Ltd. | 0.04% | Add +7.6% | 128,946 | $14.1M |
| Bailard, Inc. | 0.28% | Add +11.0% | 125,583 | $13.7M |
| UBS Group AG | 0.00% | Add +7.4% | 104,837 | $11.5M |
| Keybank National Association | 0.04% | Add +4.8% | 99,598 | $10.9M |
| Arvest Investments, Inc. | 1.10% | Add +6.3% | 83,419 | $9.1M |
| Great Diamond Partners, LLC | 1.40% | Add +4.0% | 74,286 | $8.1M |
| RKL Wealth Management LLC | 0.65% | Reduce -2.7% | 74,091 | $8.1M |
| Morgan Stanley | 0.00% | Add +1.9% | 69,654 | $7.6M |
| EP Wealth Advisors, LLC | 0.03% | Add +1918.6% | 69,239 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Add +4.2% | 67,367 | $7.4M |
| Bank of America Corp. | 0.00% | Add +1.6% | 66,716 | $7.3M |
| Osaic Holdings, Inc. | 0.01% | Add +2.0% | 63,120 | $6.9M |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 53,257 | $5.8M |
| Summit Financial, LLC | 0.06% | Reduce -1.1% | 51,679 | $5.6M |
| LPL Financial LLC | 0.00% | Add +2.4% | 50,780 | $5.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.4% | 46,486 | $5.1M |
| Susquehanna International Group, LLP | 0.00% | Add +1738.1% | 41,173 | $4.5M |
| Fluent Financial, LLC | 1.50% | Add +6.2% | 38,521 | $4.2M |
| US Bancorp \de | 0.00% | Reduce -3.0% | 36,977 | $4.0M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -1.8% | 26,099 | $2.9M |
| Focus Financial Network, Inc. | 0.08% | Add +0.6% | 24,394 | $2.7M |
| Sunflower Bank, N.A. | 0.60% | No change | 23,035 | $2.5M |
| CVA Family Office, LLC | 0.23% | Reduce -0.1% | 22,835 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 19,532 | $2.1M |
| TRUE Private Wealth Advisors | 0.17% | Reduce -2.1% | 18,258 | $2.0M |
| Vista Cima Wealth Management LLC | 1.45% | Add +7.8% | 17,873 | $2.0M |
| Tidal Investments LLC | 0.00% | Reduce -18.2% | 17,153 | $1.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 16,090 | $1.8M |
| Fiducient Advisors LLC | 0.23% | Reduce -0.2% | 14,577 | $1.6M |
| Insight Advisors, LLC/ PA | 0.27% | Add +3.7% | 14,225 | $1.6M |
| Rehmann Capital Advisory Group | 0.06% | Reduce -2.1% | 11,853 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.4% | 11,746 | $1.3M |
| James Investment Research, Inc. | 0.13% | Add +1.0% | 11,720 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.40% | Add +5.4% | 11,701 | $1.3M |
| Citizens Financial Group Inc. | 0.01% | No change | 11,037 | $1.2M |
| Goelzer Investment Management, Inc. | 0.05% | Add +5.8% | 10,783 | $1.2M |
| Moors & Cabot, Inc. | 0.04% | Add +10.3% | 10,487 | $1.1M |
| Cambiar Investors LLC | 0.05% | Add +1.4% | 9,818 | $1.1M |
| Heck Capital Advisors, LLC | 0.06% | Add +77.3% | 9,797 | $1.1M |
| Sharper & Granite LLC | 0.32% | Add +0.3% | 9,370 | $1.0M |
| Ignite Planners, LLC | 0.14% | Add +0.9% | 9,320 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -28.4% | 9,019 | $986K |
| Guggenheim Capital LLC | 0.01% | Reduce -10.8% | 8,220 | $898K |
| Wbi Investments, LLC | 0.21% | Reduce -7.1% | 7,899 | $863K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 7,290 | $797K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -26.9% | 7,039 | $769K |
| Narus Financial Partners, LLC | 0.19% | Add +15.4% | 6,613 | $723K |
| JPMorgan Chase & Co. | 0.00% | Add +4.1% | 6,472 | $709K |
| BTS Asset Management, Inc. | 1.39% | Add +47.4% | 6,028 | $659K |
| NewEdge Advisors, LLC | 0.00% | Add +8.0% | 6,012 | $657K |
| Smartleaf Asset Management LLC | 0.02% | No change | 5,836 | $639K |
| Maridea Wealth Management LLC | 0.07% | Reduce -0.3% | 5,694 | $622K |
| Novem Group | 0.06% | Reduce -0.8% | 5,466 | $597K |
| Creative Financial Designs Inc. | 0.03% | Reduce -26.9% | 5,455 | $596K |
| Triton Financial Group Inc | 0.34% | Reduce -64.3% | 5,432 | $594K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -3.6% | 5,390 | $589K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 5,245 | $573K |
| Private Advisor Group, LLC | 0.00% | Reduce -57.8% | 5,227 | $571K |
| Impact Investors, Inc | 0.40% | Reduce -38.5% | 5,050 | $552K |
| Baird Financial Group, Inc. | 0.00% | Add +7.2% | 4,718 | $516K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +0.9% | 4,526 | $495K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +0.9% | 4,526 | $495K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -33.0% | 4,438 | $485K |
| Jane Street Group, LLC | 0.00% | Reduce -80.0% | 3,831 | $419K |
| Pacific Financial Group Inc. | 0.19% | Add +10.5% | 3,582 | $391K |
| Arkadios Wealth Advisors | 0.01% | Add +2.7% | 3,381 | $369K |
| United Asset Strategies, Inc. | 0.03% | Add +6.6% | 3,268 | $357K |
| Arax Advisory Partners | 0.00% | Add +29.0% | 3,006 | $328K |
| Citadel Advisors | 0.00% | Reduce -70.3% | 2,954 | $323K |
| Shayne & Jacobs, LLC | 0.10% | Reduce -3.0% | 2,945 | $322K |
| Sequent Planning LLC | 0.07% | No change | 2,932 | $320K |
| Private Trust Co. NA | 0.03% | No change | 2,874 | $314K |
| Deutsche Bank AG | 0.00% | Reduce -43.8% | 2,798 | $306K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,765 | $302K |
| Portland Global Advisors LLC | 0.03% | Add +37.5% | 2,750 | $301K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.5% | 2,729 | $298K |
| Avior Wealth Management, LLC | 0.01% | Add +3.0% | 2,682 | $293K |
| Fiduciary Financial Group, LLC | 0.03% | Add +3.0% | 2,509 | $274K |
| Global Retirement Partners, LLC | 0.00% | — | 2,470 | $270K |
| Stablepoint Partners, LLC | 0.04% | Add +0.9% | 2,456 | $268K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 2,394 | $262K |
| Captrust Financial Advisors | 0.00% | New | 2,324 | $254K |
| Acorn Financial Advisory Services Inc. | 0.03% | Add +18.3% | 2,283 | $249K |
| Argent Trust Co | 0.01% | No change | 2,254 | $246K |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 2,197 | $241K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 2,199 | $240K |
| Daviman Financial, LLC | 0.13% | Reduce -3.4% | 2,156 | $236K |
| Mariner, LLC | 0.00% | New | 2,074 | $227K |
| StoneX Group Inc. | 0.01% | No change | 1,997 | $218K |
| Corient Private Wealth LP | 0.00% | No change | 1,995 | $218K |
| Detalus Advisors, LLC | 0.04% | Add +1.9% | 1,933 | $211K |
| Godfrey Financial Associates, Inc. | 0.16% | No change | 1,872 | $205K |
| Jones Financial Companies LLLP | 0.00% | Add +528.4% | 1,414 | $155K |
| Fifth Third Bancorp | 0.00% | Reduce -41.1% | 1,204 | $132K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 819 | $89K |
| Measured Wealth Private Client Group, LLC | 0.02% | Reduce -2.0% | 786 | $86K |
| Rockefeller Capital Management L.P. | 0.00% | Add +72.7% | 677 | $74K |
| Anchor Bay Capital, Inc. | 0.03% | — | 510 | $55K |
| St Germain D J Co. Inc. | 0.00% | No change | 475 | $52K |
| Whittier Trust Co. | 0.00% | No change | 441 | $48K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 350 | $38K |
| FMR LLC | 0.00% | Add +44.4% | 270 | $30K |
| Tompkins Financial Corp. | 0.00% | New | 245 | $27K |
| Assetmark, Inc. | 0.00% | Add +400.0% | 230 | $25K |
| Fort Vancouver Investment Management, LLC | 0.01% | No change | 210 | $23K |
| Rogco, LP | 0.01% | New | 153 | $17K |
| Park Place Capital Corp | 0.00% | No change | 149 | $16K |
| Farther Finance Advisors, LLC | 0.00% | No change | 125 | $14K |
| Fiduciary Financial Advisors | 0.00% | New | 116 | $13K |
| AE Wealth Management LLC | 0.00% | Reduce -25.7% | 110 | $12K |
| Parallel Advisors, LLC | 0.00% | No change | 100 | $11K |
| Founders Financial Alliance, LLC | 0.00% | No change | 98 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 97 | $11K |
| LRI Investments, LLC | 0.00% | No change | 85 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 66 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 65 | $7K |
| Clean Yield Group | 0.00% | Reduce -62.1% | 61 | $7K |
| Axiom Investment Management LLC | 0.00% | No change | 60 | $7K |
| International Assets Investment Management, LLC | 0.00% | No change | 60 | $7K |
| Capital Analysts, LLC | 0.00% | New | 45 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 40 | $4K |
| Reicon Wealth Advisors, LLC | 0.00% | No change | 36 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 21 | $2K |
| Archer Investment Corp | 0.00% | No change | 19 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -92.9% | 17 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 8 | $875 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 5 | $547 |
| Capital Advisor Network LLC | 0.00% | No change | 2 | $219 |
| Allworth Financial LP | 0.00% | No change | 1 | $110 |
| Vanguard Advisers Inc. | 0.00% | No change | 1 | $109 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 1 | $109 |
| CoreCap Advisors, LLC | 0.00% | No change | 1 | $109 |
"% of holder's portfolio" is AGZ's weight in each manager's 13F, not the share of iShares Agency Bond ETF the manager owns.