ISHARES AGENCY BOND ETF (AGZ) Institutional Ownership Changes & 13F Activity

ISHARES AGENCY BOND ETF (AGZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Ep Wealth Advisors, Llc, Susquehanna International Group, Llp, Raymond James Financial Inc, and Stifel Financial Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-6,996-70.3%2,954$322.80KQ2 2026Sep 02, 2026
Rehmann Capital Advisory GroupSell-251-2.1%11,853$1.31MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+599+5.4%11,746$1.28MQ2 2026Aug 19, 2026
Triton Financial Group IncSell-9,780-64.3%5,432$593.59KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+67,36767,367$7.36MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+38,933+1738.1%41,173$4.50MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+32,864+11.1%328,763$35.93MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-15,361-80.0%3,831$418.64KQ2 2026Aug 14, 2026
Bts Asset Management, Inc.Buy+1,938+47.4%6,028$658.70KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,533-2.8%53,257$5.82MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,220+2.0%63,120$6.90MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,189+528.4%1,414$154.85KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+1,020+1.6%66,716$7.29MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+116116$12.68KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-48-2.1%2,197$241.00KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+42+0.9%4,526$494.57KQ2 2026Aug 14, 2026
Ubs Group AgBuy+7,207+7.4%104,837$11.46MQ2 2026Aug 13, 2026
Tidal Investments LlcSell-3,827-18.2%17,153$1.87MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+2,3242,324$253.90KQ2 2026Aug 13, 2026
Mariner, LlcBuy+2,0742,074$226.64KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1,280+1.9%69,654$7.61MQ2 2026Aug 13, 2026
Portland Global Advisors LlcBuy+750+37.5%2,750$300.51KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-580-17.5%2,729$298.22KQ2 2026Aug 13, 2026
Pacific Financial Group IncBuy+341+10.5%3,582$391.33KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+285+72.7%677$73.98KQ2 2026Aug 13, 2026
Fmr LlcBuy+83+44.4%270$29.53KQ2 2026Aug 13, 2026
Ep Wealth Advisors, LlcBuy+65,809+1918.6%69,239$7.57MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+31,828+7.1%478,573$52.30MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+6,4726,472$708.83KQ2 2026Aug 12, 2026
Trb Wealth Management, LlcBuy+4,826+3.6%138,548$15.14MQ2 2026Aug 12, 2026
Showing 30 of 120

Frequently asked questions about AGZ activity

  • Which institutional owners are buying AGZ?

    Institutional owners buying AGZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AGZ activity?

    "Buy" means an investor increased their reported position in AGZ compared to the prior reporting period. This reflects growing exposure to ISHARES AGENCY BOND ETF (AGZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AGZ increasing?

    Institutional interest in AGZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.