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iShares Agency Bond ETF

139 hedge funds and large institutions have $480M invested in iShares Agency Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

3.35% less ownership

Funds ownership: 77.62%74.27% (-3.3%)

9% less funds holding

Funds holding: 152139 (-13)

11% less capital invested

Capital invested by funds: $536M → $480M (-$56.8M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
139
Holders Change
-13
Holders Change %
-8.55%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
10
Increased
53
Reduced
44
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
Fiducient Advisors
Illinois
$1.4M +$31.7K +292 +2%
CFD
52
Creative Financial Designs
Indiana
$1.38M +$336K +3,099 +32%
PAG
53
Private Advisor Group
New Jersey
$1.36M +$174K +1,599 +15%
SG
54
Sharper & Granite
California
$1.2M -$17.4K -160 -1%
GIM
55
Goelzer Investment Management
Indiana
$1.13M +$20.4K +188 +2%
MWPCG
56
Measured Wealth Private Client Group
New Hampshire
$1.1M -$3.4M -31,350 -76%
RCAG
57
Rehmann Capital Advisory Group
Michigan
$1.09M +$579K +5,331 +114%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$1.06M +$24.5K +226 +2%
TI
59
Tidal Investments
Wisconsin
$1.05M +$443K +4,084 +74%
GJIA
60
Glass Jacobson Investment Advisors
Maryland
$992K
MWM
61
Maridea Wealth Management
New York
$924K -$193K -1,779 -17%
P
62
&Partners
Tennessee
$917K
CI
63
Cambiar Investors
Colorado
$911K +$224K +2,059 +33%
IP
64
Ignite Planners
California
$905K -$540K -4,978 -38%
JWCA
65
J.W. Cole Advisors
Florida
$885K +$426K +3,923 +94%
JP Morgan Chase
66
JP Morgan Chase
New York
$844K -$363K -3,345 -30%
MC
67
Moors & Cabot
Massachusetts
$831K +$6.84K +63 +0.8%
ATPW
68
Ashton Thomas Private Wealth
Arizona
$674K -$44.2K -407 -6%
NA
69
NewEdge Advisors
Louisiana
$629K +$6.73K +62 +1%
CCA
70
Checchi Capital Advisers
California
$624K +$115K +1,061 +23%
SAM
71
Smartleaf Asset Management
Massachusetts
$591K +$155K +1,426 +36%
CFG
72
Citizens Financial Group
Rhode Island
$568K +$69.3K +638 +14%
LSWP
73
Liberty Square Wealth Partners
Pennsylvania
$566K -$50.2K -462 -8%
NFP
74
Narus Financial Partners
Utah
$540K -$38K -350 -7%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$535K +$4.23K +39 +0.8%