ISHARES AGENCY BOND ETF AGZ
$108.84
+0.1% 52w: $105.15 – $109.66
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data105.15107.40109.66
Jun 20, 2025 Jul 2, 2026
Institutional holders
147
-3 QoQ
13F value
$405.9M
+0.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AGZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | Diversified mechanical | 500.2K | $54.9M | 0.1% | +5.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 446.7K | $49.0M | 0.0% | +4.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 312.6K | $34.3M | 0.0% | +24.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 295.9K | $32.5M | 0.0% | +1.5% |
| TRB Wealth Management, LLC | Wealth advisor | 133.7K | $14.7M | 2.1% | — |
| Mill Creek Capital Advisors, LLC | Wealth advisor | 127.1K | $13.9M | 0.3% | +2.9% |
| Asset Management One Co., Ltd. | Other | 119.8K | $13.1M | 0.0% | +15.7% |
| BAILARD, INC. | Other | 113.1K | $12.4M | 0.3% | +0.2% |
| UBS Group AG | Bank broker | 97.6K | $10.7M | 0.0% | +11.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 95.1K | $10.4M | 0.0% | +0.8% |
| ARVEST INVESTMENTS, INC. | Wealth advisor | 78.4K | $8.6M | 1.2% | -12.1% |
| RKL Wealth Management LLC | Wealth advisor | 76.2K | $8.4M | 0.8% | -5.5% |
| Great Diamond Partners, LLC | Wealth advisor | 71.4K | $7.8M | 1.5% | +10.9% |
| MORGAN STANLEY | Bank broker | 68.4K | $7.5M | 0.0% | -8.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 65.7K | $7.2M | 0.0% | +7.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 64.6K | $7.1M | 0.0% | -3.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 61.9K | $6.8M | 0.0% | +67.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 54.8K | $6.0M | 0.0% | +13.9% |
| SIGNET FINANCIAL MANAGEMENT, LLC | Wealth advisor | 52.7K | $5.8M | 0.6% | -2.2% |
| Summit Financial, LLC | Wealth advisor | 52.2K | $5.7M | 0.1% | New |
| LPL Financial LLC | Bank broker | 49.6K | $5.4M | 0.0% | +15.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 38.6K | $4.2M | 0.0% | +42.1% |
| US BANCORP \DE\ | Wealth advisor | 38.1K | $4.2M | 0.0% | -1.5% |
| Fluent Financial, LLC | Wealth advisor | 36.3K | $4.0M | 1.5% | -5.4% |
| Jaffetilchin Investment Partners, LLC | Wealth advisor | 35.7K | $3.9M | 0.2% | +9.8% |
| Hennion & Walsh Asset Management, Inc. | Other | 26.6K | $2.9M | 0.1% | -17.8% |
| Focus Financial Network, Inc. | Wealth advisor | 24.2K | $2.7M | 0.1% | +26.2% |
| Sunflower Bank, N.A. | Wealth advisor | 23.0K | $2.5M | 0.6% | Held |
| CVA Family Office, LLC | Wealth advisor | 22.8K | $2.5M | 0.3% | -3.8% |
| Tidal Investments LLC | Diversified mechanical | 21.0K | $2.3M | 0.0% | -20.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 20.0K | $2.2M | 0.0% | -22.7% |
| JANE STREET GROUP, LLC | Market maker | 19.2K | $2.1M | 0.0% | +61.7% |
| TRUE Private Wealth Advisors | Wealth advisor | 18.6K | $2.0M | 0.2% | -10.0% |
| Vista Cima Wealth Management LLC | Wealth advisor | 16.6K | $1.8M | 1.8% | -9.5% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 16.1K | $1.8M | 0.0% | Held |
| Triton Financial Group Inc | Wealth advisor | 15.2K | $1.7M | 2.9% | +72.6% |
| FIDUCIENT ADVISORS LLC | Wealth advisor | 14.6K | $1.6M | 0.2% | +7.7% |
| Insight Advisors, LLC/ PA | Wealth advisor | 13.7K | $1.5M | 0.3% | +2.1% |
| Cetera Investment Advisers | Wealth advisor | 12.6K | $1.4M | 0.0% | -30.9% |
| Private Advisor Group, LLC | Wealth advisor | 12.4K | $1.4M | 0.0% | +2.9% |
| Rehmann Capital Advisory Group | Wealth advisor | 12.1K | $1.3M | 0.1% | +2.0% |
| JAMES INVESTMENT RESEARCH, INC. | Other | 11.6K | $1.3M | 0.1% | -9.3% |
| Cerity Partners LLC | Diversified mechanical | 11.6K | $1.3M | 0.0% | -7.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 11.1K | $1.2M | 0.0% | New |
| Glass Jacobson Investment Advisors llc | Wealth advisor | 11.1K | $1.2M | 0.4% | -2.7% |
| CITIZENS FINANCIAL GROUP INC/RI | Other | 11.0K | $1.2M | 0.0% | +20.2% |
| Goelzer Investment Management, Inc. | Other | 10.2K | $1.1M | 0.1% | +8.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 9.9K | $1.1M | 0.0% | -57.5% |
| CAMBIAR INVESTORS LLC | Other | 9.7K | $1.1M | 0.0% | +22.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 9.6K | $1.1M | 0.0% | +3.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.