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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Trb Wealth Management, Llc, Summit Financial, Llc, Osaic Holdings, Inc., Goldman Sachs Group Inc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Capital Advisor Network Llc | Buy | +2 | — | 2 | $219.00 | Q1 2026 | Aug 06, 2026 |
| Wells Fargo & Company/Mn | Buy | +6,704 | +13.9% | 54,790 | $6.01M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Buy | +4,622 | +7.6% | 65,696 | $7.21M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +16 | +0.5% | 3,291 | $361.04K | Q1 2026 | May 18, 2026 |
| Summit Financial, Llc | Buy | +52,232 | — | 52,232 | $5.73M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +25,042 | +67.9% | 61,900 | $6.79M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -21,830 | -88.6% | 2,811 | $308.39K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -13,446 | -57.5% | 9,950 | $1.09M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +11,147 | — | 11,147 | $1.22M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -6,785 | -75.2% | 2,240 | $245.75K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -6,631 | -8.8% | 68,374 | $7.50M | Q1 2026 | May 15, 2026 |
| Triton Financial Group Inc | Buy | +6,400 | +72.6% | 15,212 | $1.67M | Q1 2026 | May 15, 2026 |
| Tidal Investments Llc | Sell | -5,447 | -20.6% | 20,980 | $2.30M | Q1 2026 | May 15, 2026 |
| True Private Wealth Advisors | Sell | -2,076 | -10.0% | 18,649 | $2.05M | Q1 2026 | May 15, 2026 |
| Guggenheim Capital Llc | Sell | -1,688 | -15.5% | 9,211 | $1.01M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +1,672 | — | 1,672 | $183.46K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -1,083 | -32.5% | 2,245 | $247.00K | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Sell | -909 | -7.3% | 11,553 | $1.27M | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +886 | +24.6% | 4,484 | $492.05K | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Sell | -579 | -1.5% | 38,101 | $4.18M | Q1 2026 | May 15, 2026 |
| Huntington National Bank | Sell | -320 | -99.7% | 1 | $110.00 | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | Buy | +233 | +2.0% | 12,104 | $1.33M | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management Llc | Buy | +157 | +2.8% | 5,836 | $640.97K | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +129 | +6.9% | 1,995 | $218.87K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +83 | +58.5% | 225 | $24.63K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +77 | +2.5% | 3,162 | $346.91K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Sell | -37 | -16.5% | 187 | $20.48K | Q1 2026 | May 15, 2026 |
| Trb Wealth Management, Llc | Buy | +133,722 | — | 133,722 | $14.67M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +4,373 | +1.5% | 295,899 | $32.46M | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, Llc | Buy | +3,587 | +2.9% | 127,093 | $13.94M | Q1 2026 | May 14, 2026 |
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.