AGZ Institutional Ownership
iShares Agency Bond ETF
1W: -0.4%
1M: -1.7%
3M: -2.6%
YTD: -3.1%
1Y: -2.7%
3Y: +9.3%
5Y: +1.5%
$106.24
-0.28 (-0.27%)
Weekly Expected Move ±0.4%
$105
$106
$106
$107
$107
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — AGZ
154
Institutional Holders
-13 vs prior quarter
0.0%
Ownership
+0.00pp
417M
Total Invested
12
New Positions
55
Increased
49
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (177 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 503,184 | $53M | +3,015 | +0.6% | 42Q | SEC ↗ |
| 2 | STIFEL FINANCIAL CORP | 478,573 | $51M | +31,828 | +7.1% | 26Q | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 344,348 | $37M | +31,763 | +10.2% | 26Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 328,763 | $35M | +32,864 | +11.1% | 7Q | SEC ↗ |
| 5 | TRB Wealth Management, LLC | 138,548 | $15M | +4,826 | +3.6% | 2Q | SEC ↗ |
| 6 | Pathstone Holdings, LLC NEW | 132,626 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Asset Management One Co., Ltd. | 128,946 | $14M | +9,116 | +7.6% | 31Q | SEC ↗ |
| 8 | Mill Creek Capital Advisors, LLC | 127,093 | $14M | +3,587 | +2.9% | 12Q | SEC ↗ |
| 9 | BAILARD, INC. | 125,583 | $13M | +12,482 | +11.0% | 6Q | SEC ↗ |
| 10 | UBS Group AG | 104,837 | $11M | +7,207 | +7.4% | 47Q | SEC ↗ |
| 11 | KEYBANK NATIONAL ASSOCIATION/OH | 99,598 | $11M | +4,536 | +4.8% | 63Q | SEC ↗ |
| 12 | ARVEST INVESTMENTS, INC. | 83,419 | $9M | +4,972 | +6.3% | 11Q | SEC ↗ |
| 13 | Great Diamond Partners, LLC | 74,286 | $8M | +2,838 | +4.0% | 13Q | SEC ↗ |
| 14 | RKL Wealth Management LLC | 74,091 | $8M | -2,089 | -2.7% | 38Q | SEC ↗ |
| 15 | MORGAN STANLEY | 69,654 | $7M | +1,280 | +1.9% | 60Q | SEC ↗ |
| 16 | EP Wealth Advisors, LLC | 69,239 | $7M | +65,809 | +1918.6% | 3Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 67,367 | $7M | +2,734 | +4.2% | 16Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 66,716 | $7M | +1,020 | +1.6% | 15Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 63,120 | $7M | +1,220 | +2.0% | 26Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 53,257 | $6M | -1,533 | -2.8% | 70Q | SEC ↗ |
| 21 | SIGNET FINANCIAL MANAGEMENT, LLC | 52,676 | $6M | -1,170 | -2.2% | 19Q | SEC ↗ |
| 22 | Summit Financial, LLC | 51,679 | $5M | -553 | -1.1% | 2Q | SEC ↗ |
| 23 | LPL Financial LLC | 50,780 | $5M | +1,211 | +2.4% | 54Q | SEC ↗ |
| 24 | PNC Financial Services Group, Inc. | 46,486 | $5M | +7,878 | +20.4% | 15Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41,173 | $4M | +38,933 | +1738.1% | 7Q | SEC ↗ |
| 26 | Fluent Financial, LLC | 38,521 | $4M | +2,236 | +6.2% | 9Q | SEC ↗ |
| 27 | US BANCORP \DE | 36,977 | $4M | -1,124 | -3.0% | 65Q | SEC ↗ |
| 28 | Jaffetilchin Investment Partners, LLC | 35,690 | $4M | +3,185 | +9.8% | 13Q | SEC ↗ |
| 29 | Hennion & Walsh Asset Management, Inc. | 26,099 | $3M | -483 | -1.8% | 22Q | SEC ↗ |
| 30 | Focus Financial Network, Inc. | 24,394 | $3M | +149 | +0.6% | 10Q | SEC ↗ |
| 31 | Sunflower Bank, N.A. | 23,035 | $2M | — | +0.0% | 22Q | SEC ↗ |
| 32 | CVA Family Office, LLC | 22,835 | $2M | -14 | -0.1% | 14Q | SEC ↗ |
| 33 | ENVESTNET ASSET MANAGEMENT INC | 19,532 | $2M | -474 | -2.4% | 68Q | SEC ↗ |
| 34 | TRUE Private Wealth Advisors | 18,258 | $2M | -391 | -2.1% | 11Q | SEC ↗ |
| 35 | Vista Cima Wealth Management LLC | 17,873 | $2M | +1,292 | +7.8% | 7Q | SEC ↗ |
| 36 | Tidal Investments LLC | 17,153 | $2M | -3,827 | -18.2% | 7Q | SEC ↗ |
| 37 | Mirae Asset Global Investments Co., Lt | 16,090 | $2M | — | +0.0% | 15Q | SEC ↗ |
| 38 | FIDUCIENT ADVISORS LLC | 14,577 | $2M | -28 | -0.2% | 9Q | SEC ↗ |
| 39 | Insight Advisors, LLC/ PA | 14,225 | $2M | +507 | +3.7% | 9Q | SEC ↗ |
| 40 | Rehmann Capital Advisory Group | 11,853 | $1M | -251 | -2.1% | 26Q | SEC ↗ |
| 41 | MERCER GLOBAL ADVISORS INC /ADV | 11,746 | $1M | +599 | +5.4% | 2Q | SEC ↗ |
| 42 | JAMES INVESTMENT RESEARCH, INC. | 11,720 | $1M | +118 | +1.0% | 68Q | SEC ↗ |
| 43 | Glass Jacobson Investment Advisors llc | 11,701 | $1M | +599 | +5.4% | 13Q | SEC ↗ |
| 44 | CITIZENS FINANCIAL GROUP INC/RI | 11,037 | $1M | — | +0.0% | 12Q | SEC ↗ |
| 45 | Goelzer Investment Management, Inc. | 10,783 | $1M | +591 | +5.8% | 45Q | SEC ↗ |
| 46 | Moors & Cabot, Inc. | 10,487 | $1M | +981 | +10.3% | 14Q | SEC ↗ |
| 47 | CAMBIAR INVESTORS LLC | 9,818 | $1M | +132 | +1.4% | 15Q | SEC ↗ |
| 48 | Heck Capital Advisors, LLC | 9,797 | $1M | +4,270 | +77.3% | 4Q | SEC ↗ |
| 49 | Sharper & Granite LLC | 9,370 | $995K | +25 | +0.3% | 15Q | SEC ↗ |
| 50 | Ignite Planners, LLC | 9,320 | $990K | +86 | +0.9% | 11Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Pathstone Holdings, LLC | 132,626 | $14M |
| MILLINGTON SECURITIES, LLC | 8,503 | $903K |
| J.W. COLE ADVISORS, INC. | 7,290 | $774K |
| Global Retirement Partners, LLC | 2,470 | $262K |
| CAPTRUST FINANCIAL ADVISORS | 2,324 | $247K |
| Mariner, LLC | 2,074 | $220K |
| BARTLETT & CO. WEALTH MANAGEMENT LL | 819 | $87K |
| Anchor Bay Capital, Inc. | 510 | $54K |
| Integrated Wealth Concepts LLC | 438 | $47K |
| TOMPKINS FINANCIAL CORP | 245 | $26K |
| ROGCO, LP | 153 | $16K |
| FIDUCIARY FINANCIAL ADVISORS | 116 | $12K |
| CWM, LLC | 109 | $12K |
| Capital Analysts, LLC | 45 | $5K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SYON CAPITAL LLC | 191,462 | $20M |
| Smith Salley Wealth Management | 21,382 | $2M |
| Cerity Partners LLC | 11,553 | $1M |
| Fortis Capital Management LLC | 10,968 | $1M |
| GTS SECURITIES LLC | 6,596 | $701K |
| FLOW TRADERS U.S. LLC | 3,674 | $390K |
| Focus Partners Wealth | 3,162 | $336K |
| GOLDMAN SACHS GROUP INC | 2,811 | $299K |
| Montis Financial, LLC | 2,597 | $276K |
| Legacy Private Trust Co. | 2,450 | $260K |
| Apollon Wealth Management, LLC | 2,198 | $234K |
| TIAA TRUST, NATIONAL ASSOCIATION | 2,103 | $223K |
| Montecito Bank & Trust | 1,978 | $210K |
| Quantinno Capital Management LP | 1,904 | $202K |
| Faithward Advisors, LLC | 1,879 | $200K |
| Sanctuary Advisors, LLC | 1,869 | $199K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 1,825 | $194K |
| Advisory Services Network, LLC | 1,672 | $178K |
| Arbor Wealth Management LLC\AZ | 1,033 | $110K |
| MAI Capital Management | 505 | $54K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| EP Wealth Advisors, LLC | +65,809 | +1918.6% | 69,239 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +38,933 | +1738.1% | 41,173 |
| RAYMOND JAMES FINANCIAL INC | +32,864 | +11.1% | 328,763 |
| STIFEL FINANCIAL CORP | +31,828 | +7.1% | 478,573 |
| Bank of New York Mellon Corp | +31,763 | +10.2% | 344,348 |
| BAILARD, INC. | +12,482 | +11.0% | 125,583 |
| Asset Management One Co., Ltd. | +9,116 | +7.6% | 128,946 |
| PNC Financial Services Group, Inc. | +7,878 | +20.4% | 46,486 |
| UBS Group AG | +7,207 | +7.4% | 104,837 |
| ARVEST INVESTMENTS, INC. | +4,972 | +6.3% | 83,419 |
| TRB Wealth Management, LLC | +4,826 | +3.6% | 138,548 |
| KEYBANK NATIONAL ASSOCIATION/OH | +4,536 | +4.8% | 99,598 |
| Heck Capital Advisors, LLC | +4,270 | +77.3% | 9,797 |
| Mill Creek Capital Advisors, LLC | +3,587 | +2.9% | 127,093 |
| Jaffetilchin Investment Partners, L | +3,185 | +9.8% | 35,690 |
| HighTower Advisors, LLC | +3,015 | +0.6% | 503,184 |
| Great Diamond Partners, LLC | +2,838 | +4.0% | 74,286 |
| AMERIPRISE FINANCIAL INC | +2,734 | +4.2% | 67,367 |
| Fluent Financial, LLC | +2,236 | +6.2% | 38,521 |
| BTS Asset Management, Inc. | +1,938 | +47.4% | 6,028 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -15,361 | -80.0% | 3,831 |
| Triton Financial Group Inc | -9,780 | -64.3% | 5,432 |
| Private Advisor Group, LLC | -7,153 | -57.8% | 5,227 |
| CITADEL ADVISORS LLC | -6,996 | -70.3% | 2,954 |
| Tidal Investments LLC | -3,827 | -18.2% | 17,153 |
| Cetera Investment Advisers | -3,581 | -28.4% | 9,019 |
| Impact Investors, Inc | -3,167 | -38.5% | 5,050 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,593 | -26.9% | 7,039 |
| Checchi Capital Advisers, LLC | -2,185 | -33.0% | 4,438 |
| DEUTSCHE BANK AG | -2,183 | -43.8% | 2,798 |
| RKL Wealth Management LLC | -2,089 | -2.7% | 74,091 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -2,009 | -26.9% | 5,455 |
| WELLS FARGO & COMPANY/MN | -1,533 | -2.8% | 53,257 |
| SIGNET FINANCIAL MANAGEMENT, LLC | -1,170 | -2.2% | 52,676 |
| US BANCORP \DE | -1,124 | -3.0% | 36,977 |
| GUGGENHEIM CAPITAL LLC | -991 | -10.8% | 8,220 |
| FIFTH THIRD BANCORP | -841 | -41.1% | 1,204 |
| WBI INVESTMENTS, LLC | -604 | -7.1% | 7,899 |
| Steward Partners Investment Advisor | -580 | -17.5% | 2,729 |
| Summit Financial, LLC | -553 | -1.1% | 51,679 |