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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
GIM
51
Goelzer Investment Management
Indiana
$1.04M -$28.2K -255 -3%
SG
52
Sharper & Granite
California
$1.04M +$185K +1,680 +22%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.02M -$59.1K -535 -5%
CFG
54
Citizens Financial Group
Rhode Island
$1.01M +$62.3K +564 +7%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$995K -$99.6K -902 -9%
IP
56
Ignite Planners
California
$974K +$2.65K +24 +0.3%
CTFG
57
Capstone Triton Financial Group
Oklahoma
$972K -$664K -6,014 -41%
MWM
58
Maridea Wealth Management
New York
$967K +$216K +1,952 +29%
CFD
59
Creative Financial Designs
Indiana
$933K -$1.32K -12 -0.1%
CI
60
Cambiar Investors
Colorado
$873K -$1.22K -11 -0.1%
JWCA
61
J.W. Cole Advisors
Florida
$815K -$69.9K -633 -8%
HCA
62
Heck Capital Advisors
Wisconsin
$740K -$125K -1,130 -14%
GS
63
GTS Securities
New York
$727K +$728K +6,596 New
JP Morgan Chase
64
JP Morgan Chase
New York
$719K -$53.9K -488 -7%
SAM
65
Smartleaf Asset Management
Massachusetts
$626K +$21.9K +198 +4%
ATPW
66
Ashton Thomas Private Wealth
Arizona
$617K -$7.07K -64 -1%
NA
67
NewEdge Advisors
Louisiana
$614K -$22.1K -200 -3%
NFP
68
Narus Financial Partners
Utah
$594K +$4.64K +42 +0.8%
NG
69
Novem Group
New York
$553K +$72.1K +653 +15%
DF
70
Daviman Financial
Indiana
$526K +$527K +4,772 New
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$517K +$8.17K +74 +2%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$483K
CCA
73
Checchi Capital Advisers
California
$473K -$4.42K -40 -0.9%
MF
74
Montis Financial
Massachusetts
$472K -$268K -2,424 -36%
BAM
75
BTS Asset Management
Massachusetts
$453K +$453K +4,103 New