Vault-13

ISHARES TR AGZ

AGENCY BOND ETF · ETP · CUSIP 464288166

141 institutional holders +0 vs Q1 2025
4,087,7624.1m shares reported held*
$448.5mreported value*
10 new 36 added 62 reduced 11 sold out net sold ≈ $34.0m (-310.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $109.72.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 143Q4 22: 143Q1 23: 146Q2 23: 149Q3 23: 150Q4 23: 155Q1 24: 144Q2 24: 138Q3 24: 139Q4 24: 153Q1 25: 141Q2 25: 141141Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022143
Q4 2022143
Q1 2023146
Q2 2023149
Q3 2023150
Q4 2023155
Q1 2024144
Q2 2024138
Q3 2024139
Q4 2024153
Q1 2025141
Q2 2025141

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 62 bought or addedQ3 23: 73 cut or sold outQ4 23: 51 bought or addedQ4 23: 85 cut or sold outQ4 23Q1 24: 58 bought or addedQ1 24: 68 cut or sold outQ2 24: 50 bought or addedQ2 24: 68 cut or sold outQ2 24Q3 24: 52 bought or addedQ3 24: 58 cut or sold outQ4 24: 67 bought or addedQ4 24: 55 cut or sold outQ4 24Q1 25: 63 bought or addedQ1 25: 64 cut or sold outQ2 25: 46 bought or addedQ2 25: 73 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236273
Q4 20235185
Q1 20245868
Q2 20245068
Q3 20245258
Q4 20246755
Q1 20256364
Q2 20254673

Biggest buyers

SYON CAPITAL LLC New +187,866+187.9k
AMERIPRISE FINANCIAL INC Added +31,920+31.9k
CITADEL ADVISORS LLC Added +24,530+24.5k
JANE STREET GROUP, LLC Added +24,462+24.5k
Bank of New York Mellon Corp Added +15,656+15.7k
Cerity Partners LLC New +12,813+12.8k
HighTower Advisors, LLC Added +12,283+12.3k
Tidal Investments LLC Added +10,899+10.9k
Faithward Advisors, LLC Added +10,898+10.9k
Fluent Financial, LLC Added +8,298+8.3k

Biggest sellers

TRUE Private Wealth Advisors Reduced -380,380-380.4k
BlackRock, Inc. Sold out -54,015-54.0k
Mill Creek Capital Advisors, LLC Reduced -35,684-35.7k
WELLS FARGO & COMPANY/MN Reduced -23,586-23.6k
Columbus Macro, LLC Sold out -16,538-16.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -15,184-15.2k
Cetera Investment Advisers Reduced -14,409-14.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -14,124-14.1k
Mirae Asset Global Investments Co., Ltd. Reduced -14,100-14.1k
Fortis Capital Management LLC Reduced -13,078-13.1k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 401,789401.8k $44.1m $44.1m 0.06% Added +12.3k +12,283
2 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 369,770369.8k $40.6m $40.6m 0.04% Reduced -3.6k -3,583
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 288,709288.7k $31.7m $31.7m 0.01% Added +749 +749
4 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 194,732194.7k $21.4m $21.4m 0.00% Added +15.7k +15,656
5 Faithward Advisors, LLC 3.31% of their portfolio LANCASTER, PA 194,717194.7k $21.4m $21.4m 3.31% Added +10.9k +10,898
6 SYON CAPITAL LLC 1.37% of their portfolio SAN FRANCISCO, CA 187,866187.9k $20.6m $20.6m 1.37% New
7 BAILARD, INC. 0.33% of their portfolio Foster City, CA 127,218127.2k $14.0m $14.0m 0.33% Added +2.3k +2,292
8 Mason & Associates Inc 3.13% of their portfolio LOS ANGELES, CA 123,551123.6k $13.6m $13.6m 3.13% Reduced -2.4k -2,381
9 Mill Creek Capital Advisors, LLC 0.30% of their portfolio Conshohocken, PA 122,417122.4k $13.4m $13.4m 0.30% Reduced -35.7k -35,684
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 119,834119.8k $13.1m $13.1m 0.00% Reduced -15.2k -15,184
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 116,486116.5k $12.8m $12.8m 0.00% Reduced -23.6k -23,586
12 Asset Management One Co., Ltd. 0.04% of their portfolio TOKYO, M0 103,184103.2k $11.3m $11.3m 0.04% Reduced -5.9k -5,894
13 ARVEST INVESTMENTS, INC. 1.70% of their portfolio LOWELL, AR 102,995103.0k $11.3m $11.3m 1.70% Reduced -664 -664
14 KEYBANK NATIONAL ASSOCIATION/OH 0.04% of their portfolio BROOKLYN, OH 94,45194.5k $10.4m $10.4m 0.04% Reduced -2.1k -2,109
15 RKL Wealth Management LLC 0.76% of their portfolio LANCASTER, PA 78,39678.4k $8.6m $8.6m 0.76% Reduced -1.3k -1,316
16 Great Diamond Partners, LLC 1.81% of their portfolio Portland, ME 78,25578.3k $8.6m $8.6m 1.81% Added +275 +275
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 77,15477.2k $8.5m $8.5m 0.00% Reduced -5.0k -5,007
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 75,51775.5k $8.3m $8.3m 0.00% Reduced -4.7k -4,655
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 72,47872.5k $8.0m $8.0m 0.00% Added +1.1k +1,055
20 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 60,00460.0k $6.6m $6.6m 0.01% Added +24.5k +24,530
21 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 58,56358.6k $6.4m $6.4m 0.01% Added +24.5k +24,462
22 SIGNET FINANCIAL MANAGEMENT, LLC 0.80% of their portfolio PARSIPPANY, NJ 58,08558.1k $6.4m $6.4m 0.80% Reduced -4.2k -4,209
23 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 53,77953.8k $5.9m $5.9m 0.00% Added +31.9k +31,920
24 Impact Investors, Inc 4.06% of their portfolio SAN FRANCISCO, CA 52,40852.4k $5.7m $5.7m 4.06% Reduced -12.3k -12,310
25 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 39,08239.1k $4.3m $4.3m 0.01% Reduced -2.5k -2,455
26 Hennion & Walsh Asset Management, Inc. 0.16% of their portfolio Parsippany, NJ 36,55236.6k $4.0m $4.0m 0.16% Added +1.1k +1,067
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 34,14034.1k $3.7m $3.7m 0.00% Reduced -7.7k -7,719
28 Fluent Financial, LLC 1.53% of their portfolio DALLAS, TX 33,90033.9k $3.7m $3.7m 1.53% Added +8.3k +8,298
29 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 33,31933.3k $3.7m $3.7m 0.02% Added +4.5k +4,458
30 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 32,64932.6k $3.6m $3.6m 0.00% Reduced -575 -575
31 WBI INVESTMENTS, LLC 0.93% of their portfolio RED BANK, NJ 32,63632.6k $3.6m $3.6m 0.93% Reduced -2.3k -2,325
32 CVA Family Office, LLC 0.45% of their portfolio DENVER, CO 29,05129.1k $3.2m $3.2m 0.45% Reduced -20 -20
33 CHB Investment Group, LLC 1.62% of their portfolio NEW HOPE, PA 29,01529.0k $3.2m $3.2m 1.62% Reduced -15 -15
34 HM PAYSON & CO 0.05% of their portfolio PORTLAND, ME 26,78126.8k $2.9m $2.9m 0.05% Added +51 +51
35 TRUE Private Wealth Advisors 0.30% of their portfolio Salem, OR 24,56924.6k $2.7m $2.7m 0.30% Reduced -380.4k -380,380
36 Sunflower Bank, N.A. 0.64% of their portfolio DALLAS, TX 23,03523.0k $2.5m $2.5m 0.64% Unchanged
37 Jaffetilchin Investment Partners, LLC 0.15% of their portfolio TAMPA, FL 21,00221.0k $2.3m $2.3m 0.15% Added +2.2k +2,178
38 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 20,48520.5k $2.2m $2.2m 0.01% Added +10.9k +10,899
39 Smith Salley Wealth Management 0.12% of their portfolio GREENSBORO, NC 19,68919.7k $2.2m $2.2m 0.12% Added +104 +104
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,17519.2k $2.1m $2.1m 0.00% Added +4.5k +4,542
41 Focus Financial Network, Inc. 0.08% of their portfolio MINNEAPOLIS, MN 19,16319.2k $2.1m $2.1m 0.08% Reduced -1.3k -1,254
42 Vista Cima Wealth Management LLC 1.78% of their portfolio SURPRISE, AZ 17,33917.3k $1.9m $1.9m 1.78% Reduced -196 -196
43 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 16,39016.4k $1.8m $1.8m 0.01% Reduced -14.1k -14,100
44 Triton Financial Group Inc 1.20% of their portfolio Oklahoma City, OK 15,11315.1k $1.7m $1.7m 1.20% First filing
45 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 14,18014.2k $1.6m $1.6m 0.01% Reduced -3.4k -3,353
46 JAMES INVESTMENT RESEARCH, INC. 0.18% of their portfolio ALPHA, OH 14,01614.0k $1.5m $1.5m 0.18% Reduced -237 -237
47 Insight Advisors, LLC/ PA 0.23% of their portfolio Newtown, PA 12,97713.0k $1.4m $1.4m 0.23% Reduced -11 -11
48 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 12,81312.8k $1.4m $1.4m 0.00% New
49 FIDUCIENT ADVISORS LLC 0.17% of their portfolio Chicago, IL 12,80112.8k $1.4m $1.4m 0.17% Reduced -31 -31
50 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 12,44812.4k $1.4m $1.4m 0.01% Added +42 +42
51 CREATIVE FINANCIAL DESIGNS INC /ADV 0.09% of their portfolio KOKOMO, IN 10,89610.9k $1.2m $1.2m 0.09% Reduced -1.7k -1,743
52 Sharper & Granite LLC 0.45% of their portfolio EL SEGUNDO, CA 10,83810.8k $1.2m $1.2m 0.45% Reduced -129 -129
53 Goelzer Investment Management, Inc. 0.06% of their portfolio CARMEL, IN 10,24510.2k $1.1m $1.1m 0.06% Reduced -75 -75
54 Fortis Capital Management LLC 0.17% of their portfolio BELLEVUE, WA 9,9439.9k $1.1m $1.1m 0.17% Reduced -13.1k -13,078
55 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,7619.8k $1.1m $1.1m 0.00% Reduced -14.1k -14,124
56 Glass Jacobson Investment Advisors llc 0.40% of their portfolio OWINGS MILLS, MD 9,3969.4k $1.0m $1.0m 0.40% Added +208 +208
57 Rehmann Capital Advisory Group 0.06% of their portfolio LANSING, MI 9,3719.4k $1.0m $1.0m 0.06% Reduced -634 -634
58 Montis Financial, LLC 0.29% of their portfolio WALTHAM, MA 9,3689.4k $1.0m $1.0m 0.29% Reduced -4.4k -4,378
59 Ignite Planners, LLC 0.17% of their portfolio SAN CLEMENTE, CA 8,8998.9k $970.1k $970.1k 0.17% Added +622 +622
60 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 8,2458.2k $904.4k $904.4k 0.02% Added +162 +162
61 Moors & Cabot, Inc. 0.04% of their portfolio BOSTON, MA 8,1298.1k $891.8k $891.8k 0.04% Added +533 +533
62 CAMBIAR INVESTORS LLC 0.04% of their portfolio Denver, CO 7,9417.9k $871.1k $871.1k 0.04% Reduced -380 -380
63 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,3937.4k $811.0k $811.0k 0.00% Reduced -315 -315
64 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,3847.4k $810.0k $810.0k 0.00% Reduced -2.3k -2,323
65 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 6,6986.7k $734.8k $734.8k 0.01% Added +1.5k +1,512
66 Measured Wealth Private Client Group, LLC 0.22% of their portfolio PORTSMOUTH, NH 6,5816.6k $722.0k $722.0k 0.22% Reduced -3.4k -3,438
67 Maridea Wealth Management LLC 0.18% of their portfolio BROOKLYN, NY 6,3536.4k $696.9k $696.9k 0.18% Reduced -2.1k -2,094
68 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,7465.7k $630.3k $630.3k 0.00% Unchanged
69 Ashton Thomas Private Wealth, LLC 0.02% of their portfolio SCOTTSDALE, AZ 5,6725.7k $622.2k $622.2k 0.02% Reduced -484 -484
70 Smartleaf Asset Management LLC 0.05% of their portfolio BOSTON, MA 5,5525.6k $608.4k $608.4k 0.05% Added +147 +147
71 LIBERTY SQUARE WEALTH PARTNERS LLC 0.20% of their portfolio BETHLEHEM, PA 5,1735.2k $567.5k $567.5k 0.20% Unchanged
72 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,8214.8k $529.0k $529.0k 0.00% Reduced -65 -65
73 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,6264.6k $508.1k $508.1k 0.00% Added +2.8k +2,834
74 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 4,4144.4k $484.2k $484.2k 0.00% Added +34 +34
75 Checchi Capital Advisers, LLC 0.03% of their portfolio BEVERLY HILLS, CA 4,1644.2k $456.8k $456.8k 0.03% Reduced -1.5k -1,539
76 Narus Financial Partners, LLC 0.14% of their portfolio SALT LAKE CITY, UT 4,1174.1k $451.6k $451.6k 0.14% Reduced -814 -814
77 PRIVATE TRUST CO NA 0.04% of their portfolio CLEVELAND, OH 3,9934.0k $438.0k $438.0k 0.04% Added +137 +137
78 NOVEM GROUP 0.06% of their portfolio Rochester, NY 3,9884.0k $437.5k $437.5k 0.06% Added +347 +347
79 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 3,7443.7k $410.7k $410.7k 0.00% Reduced -14.4k -14,409
80 Park Place Capital Corp 0.09% of their portfolio Homewood, AL 3,4613.5k $378.3k $378.3k 0.09% Reduced -429 -429
81 United Asset Strategies, Inc. 0.03% of their portfolio GARDEN CITY, NY 3,3313.3k $365.4k $365.4k 0.03% Reduced -1.1k -1,093
82 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 3,0683.1k $336.6k $336.6k 0.00% New
83 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,0393.0k $333.4k $333.4k 0.00% Added +337 +337
84 SHAYNE & JACOBS, LLC 0.11% of their portfolio NASHVILLE, TN 3,0353.0k $332.9k $332.9k 0.11% Unchanged
85 RENASANT BANK 0.22% of their portfolio Tupelo, MS 3,0183.0k $331.1k $331.1k 0.22% Reduced -429 -429
86 Evercore Wealth Management, LLC 0.00% of their portfolio New York, NY 2,8852.9k $316.5k $316.5k 0.00% Unchanged
87 Sequent Planning LLC 0.10% of their portfolio OMAHA, NE 2,8812.9k $316.0k $316.0k 0.10% New
88 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 2,8292.8k $310.4k $310.4k 0.01% Reduced -108 -108
89 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 2,6002.6k $285.2k $285.2k 0.01% First filing
90 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 2,4562.5k $269.0k $269.0k 0.00% Reduced -5 -5
91 FIDUCIARY FINANCIAL GROUP, LLC 0.05% of their portfolio SAN RAFAEL, CA 2,4252.4k $265.1k $265.1k 0.05% Unchanged
92 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 2,4172.4k $265.1k $265.1k 0.01% Added +206 +206
93 PACIFIC FINANCIAL GROUP INC 0.21% of their portfolio NASHVILLE, TN 2,4052.4k $263.8k $263.8k 0.21% Reduced -76 -76
94 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.04% of their portfolio Reston, VA 2,3822.4k $261.4k $261.4k 0.04% Reduced -19 -19
95 Legacy Private Trust Co. 0.02% of their portfolio NEENAH, WI 2,3502.4k $257.8k $257.8k 0.02% New
96 Shared Vision Wealth Group LLC 0.13% of their portfolio CARLSBAD, X1 2,3282.3k $254.3k $254.3k 0.13% Added +42 +42
97 Mariner, LLC 0.00% of their portfolio Overland Park, KS 2,3242.3k $254.9k $254.9k 0.00% Reduced -37 -37
98 Argent Trust Co 0.01% of their portfolio NASHVILLE, TN 2,2542.3k $247.3k $247.3k 0.01% Unchanged
99 TIAA TRUST, NATIONAL ASSOCIATION 0.00% of their portfolio CHARLOTTE, NC 2,1032.1k $230.7k $230.7k 0.00% Unchanged
100 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,9972.0k $219.1k $219.1k 0.00% Reduced -592 -592