Skip to main content
Equibles
AGZ logo

AGZ · iShares Agency Bond ETF ETF

Alerts for AGZ

Use AGZ with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$108.11 -0.09 (-0.09%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $540,826
Total Shares: 4,949

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 2 13F filers · Δ vs Dec 31, 2025
Top Holder
59.7%
Dec 2020 → Jun 2026 · range 7.3% – 100.0%
−40.3 pts
Top 5
100.0%
Dec 2020 → Jun 2026 · range 31.4% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2020 → Jun 2026 · range 50.0% – 100.0%
0.0 pts
HHI
5,188
Dec 2020 → Jun 2026 · range 337 – 10,000
Highly concentrated−4,812

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: +374.9%
Shares held: +379.1%

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 2,954 $322,813
Corient Private Wealth LLC 1,995 $218,013

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Arbor Wealth Management LLC\AZ 1,033 $113,888
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC AGZ $322,813 59.69% 2,954
Corient Private Wealth LLC AGZ $218,013 40.31% 1,995