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iShares Agency Bond ETF
AGZ

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: 150 → 148 (-2)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
1.81%
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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$6.81M
2
SF
Summit Financial
New Jersey
+$5.75M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.83M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.76M
5
Stifel Financial
Stifel Financial
Missouri
+$2.19M

Top Sellers

Rank Fund Capital Flow
1
SC
Syon Capital
California
-$21.1M
2
Goldman Sachs
Goldman Sachs
New York
-$2.4M
3
SSWM
Smith Salley Wealth Management
North Carolina
-$2.36M
4
WI
WBI Investments
New Jersey
-$1.75M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$2.92M -$633K -5,744 -18%
FFN
27
Focus Financial Network
Minnesota
$2.66M +$555K +5,034 +26%
SB
28
Sunflower Bank
Texas
$2.53M – – –
CFO
29
CVA Family Office
Colorado
$2.51M -$100K -908 -4%
TI
30
Tidal Investments
Wisconsin
$2.3M -$600K -5,447 -21%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.19M -$649K -5,891 -23%
Jane Street
32
Jane Street
New York
$2.11M +$807K +7,324 +62%
TPWA
33
TRUE Private Wealth Advisors
Oregon
$2.05M -$229K -2,076 -10%
VCWM
34
Vista Cima Wealth Management
Arizona
$1.82M -$191K -1,734 -9%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$1.77M – – –
CTFG
36
Capstone Triton Financial Group
Oklahoma
$1.67M +$705K +6,400 +73%
FA
37
Fiducient Advisors
Illinois
$1.6M +$116K +1,050 +8%
IA
38
Insight Advisors
Pennsylvania
$1.51M +$30.4K +276 +2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.38M -$622K -5,643 -31%
PAG
40
Private Advisor Group
New Jersey
$1.36M +$38.7K +351 +3%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$1.33M +$25.7K +233 +2%
JIR
42
James Investment Research
Ohio
$1.27M -$132K -1,195 -9%
Cerity Partners
43
Cerity Partners
New York
$1.27M -$100K -909 -7%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$1.22M +$1.23M +11,147 New
GJIA
45
Glass Jacobson Investment Advisors
Maryland
$1.22M -$33.8K -307 -3%
CFG
46
Citizens Financial Group
Rhode Island
$1.21M +$204K +1,856 +20%
GIM
47
Goelzer Investment Management
Indiana
$1.12M +$83.5K +758 +8%
Citadel Advisors
48
Citadel Advisors
Florida
$1.09M -$1.48M -13,446 -57%
CI
49
Cambiar Investors
Colorado
$1.06M +$195K +1,769 +22%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.06M +$38.3K +348 +4%
1
2
3 4 5

AGZ Hedge Fund Activity: Q1 2026 in Review

148 of the 8,172 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.