AGZ · iShares Agency Bond ETF ETF
$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.
Holders: 2
Total Value: $540,826
Total Shares: 4,949
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
59.7%
+46.1 pts
Top 5
100.0%
+54.3 pts
Top 10
100.0%
+39.3 pts
HHI
5,188
Highly concentrated+4,621
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
145
Unchanged
1
Holder count:
-145
Institutional value:
-99.9%
Shares held:
-99.9%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −6,996 | 2,954 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large HighTower Advisors, LLC | 500,169 | $54,873,540 | |
| Large STIFEL FINANCIAL CORP | 446,745 | $49,012,393 | |
| Mega Bank of New York Mellon Corp | 312,585 | $34,293,698 | |
| Mega RAYMOND JAMES FINANCIAL INC | 295,899 | $32,463,078 | |
| Small TRB Wealth Management, LLC | 133,722 | $14,670,640 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC AGZ | $322,813 | 59.69% | 2,954 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC AGZ | $218,013 | 40.31% | 1,995 | Shares | 2026-08-27 |