Who owns iShares Agency Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AGZ from SEC Form 13F filings across 139 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 139 institutions disclosed 3.8M shares of iShares Agency Bond ETF worth $417.4M — about 74.3% of shares outstanding; the largest disclosed holder is HighTower Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
139
13F holders
$417.4M
value, 2026 filers
74.3%
of shares outstanding (3.8M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AGZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 503,184 | $55.0M | 0.1% | 9.8% | +0.6% |
| 2 | STIFEL FINANCIAL CORP | 478,573 | $52.3M | 0.0% | 9.3% | +7.1% |
| 3 | Bank of New York Mellon Corp | 344,348 | $37.6M | 0.0% | 6.7% | +10.2% |
| 4 | RAYMOND JAMES FINANCIAL INC | 328,763 | $35.9M | 0.0% | 6.4% | +11.1% |
| 5 | TRB Wealth Management, LLC | 138,548 | $15.1M | 2.0% | 2.7% | +3.6% |
| 6 | Pathstone Holdings, LLCNEW | 132,626 | $14.5M | 0.0% | 2.6% | new |
| 7 | Asset Management One Co., Ltd. | 128,946 | $14.1M | 0.0% | 2.5% | +7.6% |
| 8 | BAILARD, INC. | 125,583 | $13.7M | 0.3% | 2.4% | +11.0% |
| 9 | UBS Group AG | 104,837 | $11.5M | 0.0% | 2% | +7.4% |
| 10 | KEYBANK NATIONAL ASSOCIATION/OH | 99,598 | $10.9M | 0.0% | 1.9% | +4.8% |
| 11 | ARVEST INVESTMENTS, INC. | 83,419 | $9.1M | 1.1% | 1.6% | +6.3% |
| 12 | Great Diamond Partners, LLC | 74,286 | $8.1M | 1.4% | 1.4% | +4.0% |
| 13 | RKL Wealth Management LLC | 74,091 | $8.1M | 0.6% | 1.4% | -2.7% |
| 14 | MORGAN STANLEY | 69,654 | $7.6M | 0.0% | 1.4% | +1.9% |
| 15 | EP Wealth Advisors, LLC | 69,239 | $7.6M | 0.0% | 1.3% | +1918.6% |
| 16 | AMERIPRISE FINANCIAL INC | 67,367 | $7.4M | 0.0% | 1.3% | +4.2% |
| 17 | BANK OF AMERICA CORP /DE/ | 66,716 | $7.3M | 0.0% | 1.3% | +1.6% |
| 18 | OSAIC HOLDINGS, INC. | 63,120 | $6.9M | 0.0% | 1.2% | +2.0% |
| 19 | WELLS FARGO & COMPANY/MN | 53,257 | $5.8M | 0.0% | 1% | -2.8% |
| 20 | Summit Financial, LLC | 51,679 | $5.6M | 0.1% | 1% | -1.1% |
| 21 | LPL Financial LLC | 50,780 | $5.5M | 0.0% | 1% | +2.4% |
| 22 | PNC Financial Services Group, Inc. | 46,486 | $5.1M | 0.0% | 0.9% | +20.4% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41,173 | $4.5M | 0.0% | 0.8% | +1738.1% |
| 24 | Fluent Financial, LLC | 38,521 | $4.2M | 1.5% | 0.7% | +6.2% |
| 25 | US BANCORP \DE\ | 36,977 | $4.0M | 0.0% | 0.7% | -3.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.