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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
UAS
76
United Asset Strategies
New York
$484K -$265K -2,437 -36%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$479K +$476K +4,380 New
PPC
78
Park Place Capital
Alabama
$426K -$69.5K -640 -14%
PTC
79
Private Trust Company
Ohio
$422K -$5.21K -48 -1%
NG
80
Novem Group
New York
$398K +$32.2K +297 +9%
RB
81
Renasant Bank
Mississippi
$377K -$45.5K -419 -11%
ASN
82
Advisory Services Network
Georgia
$353K
SJL
83
Shayne & Jacobs LLC
Tennessee
$332K
AWM
84
Avior Wealth Management
Nebraska
$321K -$93.5K -861 -23%
EWM
85
Evercore Wealth Management
New York
$316K
SPIA
86
Steward Partners Investment Advisory
New York
$296K +$86.3K +795 +42%
AA
87
Advisory Alpha
Michigan
$290K
Comerica Bank
88
Comerica Bank
Texas
$283K +$38K +350 +16%
PFG
89
Pacific Financial Group
Washington
$272K -$64.6K -595 -19%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$269K +$32.5K +299 +14%
FFG
91
Fiduciary Financial Group
California
$263K -$52.7K -485 -17%
AFAS
92
Acorn Financial Advisory Services
Virginia
$263K -$9.55K -88 -4%
PWM
93
Prosperity Wealth Management
California
$259K -$6.62K -61 -3%
Mariner
94
Mariner
Kansas
$258K +$256K +2,361 New
SVWG
95
Shared Vision Wealth Group
United States
$250K -$3.47K -32 -1%
ATC
96
Argent Trust Co
Tennessee
$247K
AWA
97
Arkadios Wealth Advisors
Georgia
$242K +$240K +2,211 New
GS
98
GTS Securities
New York
$234K +$232K +2,136 New
TIAA Trust, National Association
99
TIAA Trust, National Association
North Carolina
$230K
MBT
100
Montecito Bank & Trust
California
$227K