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, 48 increasing their positions, 49 reducing their positions, and 18 closing their positions.
3.97% more ownership
Funds ownership: 70.19% → 74.16% (+4%)
1% more capital invested
Capital invested by funds: $402M → $407M (+$4.38M)
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
2% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 49
2% less funds holding
Funds holding: 151 → 148 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$6.81M |
| 2 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$5.75M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.83M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.76M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Syon Capital
San Francisco,
California
|
-$21.1M |
| 2 |
Goldman Sachs
New York
|
-$2.4M |
| 3 |
SSWM
Smith Salley Wealth Management
Greensboro,
North Carolina
|
-$2.36M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.75M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.48M |
AGZ Hedge Fund Activity: Q1 2026 in Review
148 of the 8,207 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 $402M a quarter earlier.
Fund positioning in AGZ was balanced in Q1 2026: 18 funds opened new positions, 18 closed out, 48 added to existing stakes and 49 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 151 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 18 closed out, a net change of 0 holders.
- 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.