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iShares Agency Bond ETF

150 hedge funds and large institutions have $403M invested in iShares Agency Bond ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 145150 (+5)

1.95% more ownership

Funds ownership: 68.25%70.21% (+2%)

3% less capital invested

Capital invested by funds: $414M → $403M (-$11.9M)

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
46
Reduced
57
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
26
Tidal Investments
Wisconsin
$2.91M +$362K +3,277 +14%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.86M -$1.77K -16 -0.1%
Goldman Sachs
28
Goldman Sachs
New York
$2.72M +$2.72M +24,641 New
WI
29
WBI Investments
New Jersey
$2.69M +$278K +2,518 +12%
CFO
30
CVA Family Office
Colorado
$2.62M -$596K -5,401 -19%
Citadel Advisors
31
Citadel Advisors
Florida
$2.58M +$2.58M +23,396 New
SB
32
Sunflower Bank
Texas
$2.54M
SSWM
33
Smith Salley Wealth Management
North Carolina
$2.36M +$45.5K +412 +2%
TPWA
34
TRUE Private Wealth Advisors
Oregon
$2.28M -$99.3K -899 -4%
II
35
Impact Investors
California
$2.15M -$1.86M -16,859 -46%
FFN
36
Focus Financial Network
Minnesota
$2.12M -$4.42K -40 -0.2%
VCWM
37
Vista Cima Wealth Management
Arizona
$2.02M +$13K +118 +0.6%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$2.01M -$2.29M -20,758 -53%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$1.77M -$33.1K -300 -2%
FA
40
Fiducient Advisors
Illinois
$1.49M +$31.9K +289 +2%
IA
41
Insight Advisors
Pennsylvania
$1.48M +$4.08K +37 +0.3%
JIR
42
James Investment Research
Ohio
$1.41M -$79.1K -716 -5%
Cerity Partners
43
Cerity Partners
New York
$1.37M
PAG
44
Private Advisor Group
New Jersey
$1.33M -$32.5K -294 -2%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$1.31M +$37.3K +338 +3%
Jane Street
46
Jane Street
New York
$1.31M -$9.33M -84,539 -88%
GJIA
47
Glass Jacobson Investment Advisors
Maryland
$1.26M +$174K +1,579 +16%
FCM
48
Fortis Capital Management
Washington
$1.21M +$75.5K +684 +7%
GC
49
Guggenheim Capital
Illinois
$1.2M -$37.5K -340 -3%
MC
50
Moors & Cabot
Massachusetts
$1.11M +$84.6K +766 +8%