ISHARES AGENCY BOND ETF (AGZ) Top Institutional Shareholders
ISHARES AGENCY BOND ETF (AGZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $404.92M in AGZ holdings during the latest filing period.
Hightower Advisors, Llc is currently the largest disclosed institutional shareholder of AGZ tracked by InsiderSet, reporting ownership valued at approximately $54.87M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $54.52M, representing an estimated loss of -0.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed AGZ value among the investors covered in this analysis. Major shareholders include Hightower Advisors, Llc, Stifel Financial Corp, Bank Of New York Mellon Corp, and several other long-term asset managers with concentrated positions in ISHARES AGENCY BOND ETF (AGZ).
This page ranks the largest institutional AGZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
146
Total Reported Value
$404.92M
Largest Holder
Hightower Advisors, Llc
Largest Position
$54.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
165
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hightower Advisors, Llc | 0.06% | 500,169 | $54,873,353 | $54,519,421 | -$353,932 | -0.64% | |
| Stifel Financial Corp | 0.05% | 446,745 | $49,012,429 | $48,696,098 | -$316,331 | -0.65% | |
| Bank Of New York Mellon Corp | 0.01% | 312,585 | $34,293,685 | $34,072,390 | -$221,295 | -0.65% | |
| Raymond James Financial Inc | 0.01% | 295,899 | $32,463,116 | $32,253,583 | -$209,533 | -0.65% | |
| Trb Wealth Management, Llc | 2.09% | 133,722 | $14,670,685 | $14,575,965 | -$94,720 | -0.65% | |
| Mill Creek Capital Advisors, Llc | 0.29% | 127,093 | $13,943,333 | $13,853,391 | -$89,942 | -0.65% | |
| Asset Management One Co., Ltd. | 0.04% | 119,830 | $13,146,549 | $13,061,710 | -$84,839 | -0.65% | |
| Bailard, Inc. | 0.29% | 113,101 | $12,408,311 | $12,328,235 | -$80,076 | -0.65% | |
| Ubs Group Ag | 0.00% | 97,630 | $10,710,987 | $10,641,865 | -$69,122 | -0.65% | |
| Keybank National Association/Oh | 0.04% | 95,062 | $10,429,254 | $10,361,948 | -$67,306 | -0.65% | |
| Arvest Investments, Inc. | 1.17% | 78,447 | $8,606,486 | $8,550,880 | -$55,606 | -0.65% | |
| Rkl Wealth Management Llc | 0.75% | 76,180 | $8,357,723 | $8,303,772 | -$53,951 | -0.65% | |
| Great Diamond Partners, Llc | 1.51% | 71,448 | $7,838,560 | $7,787,975 | -$50,585 | -0.65% | |
| Morgan Stanley | 0.00% | 68,374 | $7,501,452 | $7,452,903 | -$48,549 | -0.65% | |
| Bank Of America Corp | 0.00% | 65,696 | $7,207,461 | $7,160,995 | -$46,466 | -0.64% | |
| Ameriprise Financial Inc | 0.00% | 64,633 | $7,090,855 | $7,045,126 | -$45,729 | -0.64% | |
| Osaic Holdings, Inc. | 0.01% | 61,900 | $6,791,374 | $6,747,224 | -$44,150 | -0.65% | |
| Wells Fargo & Company/Mn | 0.00% | 54,790 | $6,010,959 | $5,972,220 | -$38,739 | -0.64% | |
| Signet Financial Management, Llc | 0.65% | 52,676 | $5,779,098 | $5,741,789 | -$37,309 | -0.65% | |
| Summit Financial, Llc | 0.07% | 52,232 | $5,730,332 | $5,693,392 | -$36,940 | -0.64% | |
| Lpl Financial Llc | 0.00% | 49,569 | $5,438,192 | $5,403,120 | -$35,072 | -0.64% | |
| Us Bancorp \De\ | 0.01% | 38,101 | $4,180,060 | $4,153,085 | -$26,975 | -0.65% | |
| Pnc Financial Services Group, Inc. | 0.00% | 37,949 | $4,163,385 | $4,136,517 | -$26,868 | -0.65% | |
| Fluent Financial, Llc | 1.46% | 36,285 | $3,986,090 | $3,955,138 | -$30,952 | -0.78% | |
| Jaffetilchin Investment Partners, Llc | 0.23% | 35,690 | $3,915,583 | $3,890,281 | -$25,302 | -0.65% | |
| Hennion & Walsh Asset Management, Inc. | 0.10% | 26,582 | $2,916,311 | $2,897,491 | -$18,820 | -0.65% | |
| Focus Financial Network, Inc. | 0.10% | 24,245 | $2,659,903 | $2,642,753 | -$17,150 | -0.64% | |
| Sunflower Bank, N.A. | 0.64% | 23,035 | $2,527,170 | $2,510,861 | -$16,309 | -0.65% | |
| Cva Family Office, Llc | 0.26% | 22,849 | $2,506,784 | $2,490,587 | -$16,197 | -0.65% | |
| Tidal Investments Llc | 0.01% | 20,980 | $2,295,022 | $2,286,862 | -$8,160 | -0.36% | |
| Envestnet Asset Management Inc | 0.00% | 20,006 | $2,194,808 | $2,180,694 | -$14,114 | -0.64% | |
| Jane Street Group, Llc | 0.00% | 19,192 | $2,105,554 | $2,091,966 | -$13,588 | -0.65% | |
| True Private Wealth Advisors | 0.20% | 18,649 | $2,046,058 | $2,032,778 | -$13,280 | -0.65% | |
| Vista Cima Wealth Management Llc | 1.80% | 16,581 | $1,819,102 | $1,807,362 | -$11,740 | -0.65% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 16,090 | $1,765,234 | $1,753,842 | -$11,392 | -0.65% | |
| Triton Financial Group Inc | 2.92% | 15,212 | $1,673,670 | $1,658,138 | -$15,532 | -0.93% | |
| Fiducient Advisors Llc | 0.21% | 14,605 | $1,602,332 | $1,591,974 | -$10,358 | -0.65% | |
| Insight Advisors, Llc/ Pa | 0.29% | 13,718 | $1,505,002 | $1,495,289 | -$9,713 | -0.65% | |
| Cetera Investment Advisers | 0.00% | 12,600 | $1,382,300 | $1,373,425 | -$8,875 | -0.64% | |
| Private Advisor Group, Llc | 0.01% | 12,380 | $1,358,234 | $1,349,445 | -$8,789 | -0.65% | |
| Rehmann Capital Advisory Group | 0.07% | 12,104 | $1,327,941 | $1,319,360 | -$8,581 | -0.65% | |
| James Investment Research, Inc. | 0.14% | 11,602 | $1,272,865 | $1,264,641 | -$8,224 | -0.65% | |
| Cerity Partners Llc | 0.00% | 11,553 | $1,267,480 | $1,259,300 | -$8,180 | -0.65% | |
| Mercer Global Advisors Inc | 0.00% | 11,147 | $1,222,930 | $1,215,045 | -$7,885 | -0.64% | |
| Glass Jacobson Investment Advisors Llc | 0.42% | 11,102 | $1,217,952 | $1,210,140 | -$7,812 | -0.64% | |
| Citizens Financial Group Inc/Ri | 0.02% | 11,037 | $1,210,869 | $1,203,055 | -$7,814 | -0.65% | |
| Goelzer Investment Management, Inc. | 0.05% | 10,192 | $1,118,165 | $1,110,948 | -$7,217 | -0.65% | |
| Citadel Advisors Llc | 0.00% | 9,950 | $1,091,615 | $1,084,570 | -$7,045 | -0.65% | |
| Cambiar Investors Llc | 0.05% | 9,686 | $1,062,651 | $1,055,793 | -$6,858 | -0.65% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,632 | $1,056,750 | $1,049,907 | -$6,843 | -0.65% |
Frequently asked questions about AGZ
Who owns the most AGZ stock?
The largest holders of AGZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES AGENCY BOND ETF (AGZ).
Is AGZ widely held by superinvestors?
Many widely followed stocks like AGZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AGZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.