iShares Agency Bond
AGZ • ARCA
iShares Agency Bond is an exchange-traded fund on ARCA. As of Q3 2025, 142 institutional investors hold shares in this ETF, with total holdings valued at $413.6M. HighTower Advisors, LLC is the largest holder with a position valued at $49.3M.
Overview
Overview of institutional ownership in AGZ as of Q3 2025
All Institutions
- Institutions
- 142
- Value Held
- $413.6M
- Shares Held
- 3.7M
- Avg Position
- $2.9M
- Median Position
- $448.3K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $1.5M
- Shares Held
- 13.1K
- Avg Position
- $483.5K
- Median Position
- $204.3K
Biggest Investors
Institutions with the largest positions in AGZ as of Q3 2025
| Institution | Position Value |
|---|---|
 HighTower Advisors, LLC RIA/Wealth | $49.3M 0.06% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $43.9M 0.04% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $32.4M 0.01% of portfolio |
 Bank of New York Mellon Corp Institution | $24.5M 0.00% of portfolio |
 SYON CAPITAL LLC RIA/Wealth | $21.0M 1.13% of portfolio |
 Mason & Associates Inc RIA/Wealth | $14.9M 2.99% of portfolio |
 Mill Creek Capital Advisors, LLC RIA/Wealth | $14.1M 0.29% of portfolio |
 DIAM Co., Ltd. Long Only Manager | $12.2M 0.04% of portfolio |
 BAILARD, INC. RIA/Wealth | $12.2M 0.27% of portfolio |
J JANE STREET GROUP, LLC Institution | $10.6M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AGZ in Q3 2025
- Traded
- −$5.4M
- Buyers
- 63
- Sellers
- 57
- Total Bought
- +$34.1M
- Total Sold
- −$39.5M
- Avg Position
- $2.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
HighTower Advisors, LLC RIA/Wealth | +$5.0M +44.9K shares |
J JANE STREET GROUP, LLC Institution | +$4.2M +37.8K shares |
 Cetera Investment Advisers RIA/Wealth | +$3.9M +35.3K shares |
A Advisor Group Holdings, Inc. Institution | +$3.6M +32.9K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$3.1M +27.7K shares |
Bank of New York Mellon Corp Institution | +$3.0M +27.1K shares |
 UBS Group AG Institution | +$1.4M +12.3K shares |
Mason & Associates Inc RIA/Wealth | +$1.2M +11.0K shares |
H Heck Capital Advisors, LLC RIA/Wealth | +$865.4K +7.8K shares |
DIAM Co., Ltd. Long Only Manager | +$819.7K +7.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$10.4M −93.9K shares |
 WELLS FARGO & COMPANY/MN Institution | −$7.7M −69.4K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$6.6M −60.0K shares |
BAILARD, INC. RIA/Wealth | −$1.9M −17.0K shares |
 Impact Investors, Inc RIA/Wealth | −$1.8M −16.1K shares |
 Great Diamond Partners, LLC RIA/Wealth | −$1.6M −14.7K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$1.6M −14.7K shares |
 ARVEST INVESTMENTS, INC. RIA/Wealth | −$1.5M −13.7K shares |
 WBI INVESTMENTS ETF Provider | −$1.2M −10.7K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.0M −9.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AGZ in Q3 2025
- New Positions
- 8
- New Value
- $1.8M
- Exited Positions
- 7
- Exited Value
- $7.1M
New Positions
| Institution | Position Value |
|---|---|
H Heck Capital Advisors, LLC RIA/Wealth | $865.4K 7.8K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | $419.2K 3.8K shares |
 Apollon Wealth Management, LLC RIA/Wealth | $282.8K 2.6K shares |
 Quantinno Capital Management LP Hedge Fund•Market Neutral | $204.3K 1.9K shares |
 Parallel Advisors, LLC RIA/Wealth | $11.0K 100.0 shares |
 Legacy Wealth Managment, LLC/ID RIA/Wealth | $11.0K 100.0 shares |
R Ronald Blue Trust, Inc. Institution | $2.3K 21.0 shares |
W WOLFF WIESE MAGANA LLC Institution | $883.0 8.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $6.6M 60.0K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $269.4K 2.5K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | $254.9K 2.3K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $10.0K 91.0 shares |
 Wood Tarver Financial Group, LLC RIA/Wealth | $4.8K 44.0 shares |
H HAZLETT, BURT & WATSON, INC. Institution | $4.5K 41.0 shares |
G Glen Eagle Advisors, LLC RIA/Wealth | $76.0 1.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in AGZ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AGZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Mason & Associates Inc RIA/Wealth | 2.99% $14.9M |
Impact Investors, Inc RIA/Wealth | 2.64% $4.0M |
 Vista Cima Wealth Management LLC RIA/Wealth | 1.67% $2.0M |
 Fluent Financial, LLC RIA/Wealth | 1.62% $4.1M |
ARVEST INVESTMENTS, INC. RIA/Wealth | 1.41% $9.9M |
Great Diamond Partners, LLC RIA/Wealth | 1.36% $7.0M |
SYON CAPITAL LLC RIA/Wealth | 1.13% $21.0M |
 Capstone Triton Financial Group, LLC RIA/Wealth | 1.10% $1.6M |
K Kuntz Lesher Capital LLC Institution | 0.75% $8.8M |
K Krasney Financial LLC RIA/Wealth | 0.73% $6.2M |
Hedge Fund Spotlight
Discover hedge funds investing in AGZ
Fortis Capital Management LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerMichael Robert Boroughs
- Portfolio Value
- $710.3M
- Positions
- 176
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares Agency Bond
- Market Value
- $1.1M
- Shares Held
- 10.3K
- Portfolio Weight
- 0.16%
- Owned Since
- 2024-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $161.5M | 22.74% | |
ETF ETF | $33.3M | 4.69% | |
Semiconductors Technology | $25.5M | 3.59% |
