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iShares Agency Bond ETF

148 hedge funds and large institutions have $407M invested in iShares Agency Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.95% more ownership

Funds ownership: 70.21%74.16% (+4%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more capital invested

Capital invested by funds: $403M → $407M (+$4.29M)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

1% less funds holding

Funds holding: 150148 (-2)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
47
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$54.9M +$2.83M +25,646 +5%
Stifel Financial
2
Stifel Financial
Missouri
$49M +$2.19M +19,866 +5%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$34.3M +$6.81M +61,831 +25%
Raymond James Financial
4
Raymond James Financial
Florida
$32.5M +$482K +4,373 +2%
TWM
5
TRB Wealth Management
Texas
$14.7M +$14.7M +133,722 New
MCCA
6
Mill Creek Capital Advisors
Pennsylvania
$13.9M +$395K +3,587 +3%
Asset Management One
7
Asset Management One
Japan
$13.1M +$1.79M +16,232 +16%
B
8
Bailard
California
$12.4M +$30.3K +275 +0.2%
UBS Group
9
UBS Group
Switzerland
$10.7M +$1.07M +9,669 +11%
KeyBank National Association
10
KeyBank National Association
Ohio
$10.4M +$78.1K +709 +0.8%
AI
11
Arvest Investments
Arkansas
$8.61M -$1.19M -10,823 -12%
RWM
12
RKL Wealth Management
Pennsylvania
$8.36M -$487K -4,424 -5%
GDP
13
Great Diamond Partners
Maine
$7.84M +$775K +7,031 +11%
Morgan Stanley
14
Morgan Stanley
New York
$7.5M -$730K -6,631 -9%
Bank of America
15
Bank of America
North Carolina
$7.21M +$509K +4,622 +8%
Ameriprise
16
Ameriprise
Minnesota
$7.09M -$219K -1,991 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.79M +$2.76M +25,042 +68%
Wells Fargo
18
Wells Fargo
California
$6.01M +$738K +6,704 +14%
SFM
19
Signet Financial Management
New Jersey
$5.78M -$129K -1,170 -2%
SF
20
Summit Financial
New Jersey
$5.73M +$5.75M +52,232 New
LPL Financial
21
LPL Financial
California
$5.44M +$714K +6,482 +15%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$4.24M +$1.26M +11,429 +42%
US Bancorp
23
US Bancorp
Minnesota
$4.18M -$63.8K -579 -1%
FF
24
Fluent Financial
Texas
$3.99M -$229K -2,076 -5%
JIP
25
Jaffetilchin Investment Partners
Florida
$3.92M +$351K +3,185 +10%

AGZ Hedge Fund Activity: Q1 2026 in Review

148 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Agency Bond ETF (AGZ) for Q1 2026, worth a combined $407M — up 1.1% from $403M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AGZ positions and 17 closed out — a net gain of 1 holder — while 47 added to existing stakes and 50 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $6.81M. The largest seller was Syon Capital, exiting entirely with an estimated $21.1M sold.

  • 148 institutional investors held iShares Agency Bond ETF (AGZ) as of Q1 2026, down from 150 in Q4 2025.
  • Funds reported $407M of iShares Agency Bond ETF stock for Q1 2026, up 1.1% quarter-over-quarter.
  • 18 funds opened new iShares Agency Bond ETF positions in Q1 2026 and 17 closed out, a net change of +1 holder.
  • The largest iShares Agency Bond ETF buyer in Q1 2026 was Bank of New York Mellon, an estimated $6.81M added.
  • The largest iShares Agency Bond ETF seller in Q1 2026 was Syon Capital, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2026.