Who owns AGZ?
iShares Agency Bond ETF · iShares
140 institutions reported holding AGZ, worth $419.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AGZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HighTower Advisors, LLC | Chicago, IL | $55.0M | 503,184 | +3,015 shares |
| Stifel Financial Corp. | St. Louis, MO | $52.3M | 478,573 | +31,828 shares |
| Bank of New York Mellon Corp | New York, NY | $37.6M | 344,348 | +31,763 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $35.9M | 328,763 | +32,864 shares |
| TRB Wealth Management, LLC | Houston, TX | $15.1M | 138,548 | +4,826 shares |
| Pathstone Holdings, LLC | Englewood, NJ | $14.5M | 132,626 | New position |
| Asset Management One Co., Ltd. | Tokyo, Japan | $14.1M | 128,946 | +9,116 shares |
| Bailard, Inc. | Foster City, CA | $13.7M | 125,583 | +12,482 shares |
| UBS Group AG | Zurich, Switzerland | $11.5M | 104,837 | +7,207 shares |
| Keybank National Association | Brooklyn, OH | $10.9M | 99,598 | +4,536 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AGZ?
140 institutional managers reported holding AGZ in Form 13F filings for June 30, 2026, worth $419.0M in total. The largest reported position was held by HighTower Advisors, LLC, at $55.0M.
Did institutions buy or sell AGZ last quarter?
Reported 13F value rose 9.8% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AGZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.