ISHARES AGENCY BOND ETF (AGZ) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $370.65M in AGZ holdings during the latest filing period.
Stifel Financial Corp is currently the largest disclosed institutional shareholder of AGZ tracked by InsiderSet, reporting ownership valued at approximately $52.30M in its June 30, 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 $51.37M, representing an estimated loss of -1.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed AGZ value among the investors covered in this analysis. Major shareholders include Stifel Financial Corp, Bank Of New York Mellon Corp, Raymond James Financial Inc, 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
140
Total Reported Value
$370.65M
Largest Holder
Stifel Financial Corp
Largest Position
$52.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Stifel Financial Corp | 0.04% | 478,573 | $52,297,573 | $51,370,026 | -$927,547 | -1.77% | |
| Bank Of New York Mellon Corp | 0.01% | 344,348 | $37,629,130 | $36,962,314 | -$666,816 | -1.77% | |
| Raymond James Financial Inc | 0.01% | 328,763 | $35,926,090 | $35,289,420 | -$636,670 | -1.77% | |
| Trb Wealth Management, Llc | 2.02% | 138,548 | $15,140,000 | $14,871,742 | -$268,258 | -1.77% | |
| Asset Management One Co., Ltd. | 0.04% | 128,946 | $14,090,768 | $13,841,064 | -$249,704 | -1.77% | |
| Mill Creek Capital Advisors, Llc | 0.29% | 127,093 | $13,943,333 | $13,642,163 | -$301,170 | -2.16% | |
| Bailard, Inc. | 0.28% | 125,583 | $13,723,271 | $13,480,079 | -$243,192 | -1.77% | |
| Ubs Group Ag | 0.00% | 104,837 | $11,456,168 | $11,253,204 | -$202,964 | -1.77% | |
| Keybank National Association/Oh | 0.04% | 99,598 | $10,883,765 | $10,690,849 | -$192,916 | -1.77% | |
| Arvest Investments, Inc. | 1.10% | 83,419 | $9,115,817 | $8,954,195 | -$161,622 | -1.77% | |
| Great Diamond Partners, Llc | 1.40% | 74,286 | $8,117,755 | $7,973,859 | -$143,896 | -1.77% | |
| Rkl Wealth Management Llc | 0.65% | 74,091 | $8,096,385 | $7,952,928 | -$143,457 | -1.77% | |
| Morgan Stanley | 0.00% | 69,654 | $7,611,568 | $7,476,660 | -$134,908 | -1.77% | |
| Ep Wealth Advisors, Llc | 0.03% | 69,239 | $7,566,174 | $7,432,114 | -$134,060 | -1.77% | |
| Ameriprise Financial Inc | 0.00% | 67,367 | $7,362,442 | $7,231,174 | -$131,268 | -1.78% | |
| Bank Of America Corp | 0.00% | 66,716 | $7,290,436 | $7,161,295 | -$129,141 | -1.77% | |
| Osaic Holdings, Inc. | 0.01% | 63,120 | $6,897,780 | $6,775,301 | -$122,479 | -1.78% | |
| Wells Fargo & Company/Mn | 0.00% | 53,257 | $5,819,706 | $5,716,606 | -$103,100 | -1.77% | |
| Signet Financial Management, Llc | 0.65% | 52,676 | $5,779,098 | $5,654,242 | -$124,856 | -2.16% | |
| Summit Financial, Llc | 0.06% | 51,679 | $5,647,347 | $5,547,224 | -$100,123 | -1.77% | |
| Lpl Financial Llc | 0.00% | 50,780 | $5,549,047 | $5,450,725 | -$98,322 | -1.77% | |
| Pnc Financial Services Group, Inc. | 0.00% | 45,885 | $5,014,129 | $4,925,296 | -$88,833 | -1.77% | |
| Susquehanna International Group, Llp | 0.00% | 41,173 | $4,499,241 | $4,419,510 | -$79,731 | -1.77% | |
| Fluent Financial, Llc | 1.50% | 38,521 | $4,209,440 | $4,134,844 | -$74,596 | -1.77% | |
| Us Bancorp \De\ | 0.00% | 36,977 | $4,040,717 | $3,969,111 | -$71,606 | -1.77% | |
| Jaffetilchin Investment Partners, Llc | 0.23% | 35,690 | $3,915,583 | $3,830,965 | -$84,618 | -2.16% | |
| Hennion & Walsh Asset Management, Inc. | 0.08% | 26,099 | $2,852,007 | $2,801,467 | -$50,540 | -1.77% | |
| Focus Financial Network, Inc. | 0.08% | 24,394 | $2,665,675 | $2,618,452 | -$47,223 | -1.77% | |
| Sunflower Bank, N.A. | 0.60% | 23,035 | $2,517,184 | $2,472,577 | -$44,607 | -1.77% | |
| Cva Family Office, Llc | 0.23% | 22,835 | $2,495,293 | $2,451,109 | -$44,184 | -1.77% | |
| Envestnet Asset Management Inc | 0.00% | 19,532 | $2,134,411 | $2,096,565 | -$37,846 | -1.77% | |
| True Private Wealth Advisors | 0.17% | 18,258 | $1,995,208 | $1,959,814 | -$35,394 | -1.77% | |
| Vista Cima Wealth Management Llc | 1.45% | 17,873 | $1,953,099 | $1,918,488 | -$34,611 | -1.77% | |
| Tidal Investments Llc | 0.00% | 17,153 | $1,868,617 | $1,841,203 | -$27,414 | -1.47% | |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | 16,090 | $1,765,234 | $1,727,101 | -$38,133 | -2.16% | |
| Fiducient Advisors Llc | 0.23% | 14,577 | $1,592,915 | $1,564,695 | -$28,220 | -1.77% | |
| Insight Advisors, Llc/ Pa | 0.27% | 14,225 | $1,554,458 | $1,526,912 | -$27,547 | -1.77% | |
| Rehmann Capital Advisory Group | 0.06% | 11,853 | $1,306,252 | $1,272,301 | -$33,951 | -2.60% | |
| Mercer Global Advisors Inc | 0.00% | 11,746 | $1,283,613 | $1,260,816 | -$22,797 | -1.78% | |
| James Investment Research, Inc. | 0.13% | 11,720 | $1,280,730 | $1,258,025 | -$22,705 | -1.77% | |
| Glass Jacobson Investment Advisors Llc | 0.40% | 11,701 | $1,278,617 | $1,255,985 | -$22,632 | -1.77% | |
| Citizens Financial Group Inc/Ri | 0.01% | 11,037 | $1,206,085 | $1,184,712 | -$21,373 | -1.77% | |
| Goelzer Investment Management, Inc. | 0.05% | 10,783 | $1,178,329 | $1,157,447 | -$20,882 | -1.77% | |
| Moors & Cabot, Inc. | 0.04% | 10,487 | $1,145,982 | $1,125,675 | -$20,307 | -1.77% | |
| Cambiar Investors Llc | 0.05% | 9,818 | $1,072,877 | $1,053,864 | -$19,013 | -1.77% | |
| Heck Capital Advisors, Llc | 0.06% | 9,797 | $1,070,577 | $1,051,610 | -$18,967 | -1.77% | |
| Sharper & Granite Llc | 0.32% | 9,370 | $1,023,921 | $1,005,776 | -$18,145 | -1.77% | |
| Ignite Planners, Llc | 0.14% | 9,320 | $1,020,533 | $1,000,409 | -$20,124 | -1.97% | |
| Cetera Investment Advisers | 0.00% | 9,019 | $985,513 | $968,099 | -$17,414 | -1.77% | |
| Guggenheim Capital Llc | 0.01% | 8,220 | $898,282 | $882,335 | -$15,947 | -1.78% |
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.