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iShares Agency Bond ETF

147 hedge funds and large institutions have $401M invested in iShares Agency Bond ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

21% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 57

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$3.24M
2 +$3.19M
3 +$3.08M
4
Goldman Sachs
Goldman Sachs
New York
+$2.72M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.58M

Top Sellers

1 -$14.9M
2 -$9.33M
3 -$2.29M
4
II
Impact Investors
California
-$1.86M
5
Asset Management One
Asset Management One
Japan
-$774K
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
76
Mount Yale Investment Advisors
Colorado
$401K
VAS
77
Vestmark Advisory Solutions
Massachusetts
$397K
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$367K
SPIA
79
Steward Partners Investment Advisory
New York
$364K
AWA
80
Arkadios Wealth Advisors
Georgia
$361K
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$340K
UAS
82
United Asset Strategies
New York
$335K
SJL
83
Shayne & Jacobs LLC
Tennessee
$335K
SP
84
Sequent Planning
Nebraska
$323K
EWM
85
Evercore Wealth Management
New York
$305K
PTC
86
Private Trust Company
Ohio
$298K
AWM
87
Avior Wealth Management
Nebraska
$292K
LPT
88
Legacy Private Trust
Wisconsin
$270K
FA
89
Faithward Advisors
Pennsylvania
$269K
FFG
90
Fiduciary Financial Group
California
$268K
GRP
91
Global Retirement Partners
California
$267K
EWA
92
EP Wealth Advisors
California
$265K
KAS
93
Kestra Advisory Services
Texas
$258K
AAP
94
Arax Advisory Partners
Colorado
$256K
PFG
95
Pacific Financial Group
Washington
$255K
AFAS
96
Acorn Financial Advisory Services
Virginia
$252K
ATC
97
Argent Trust Co
Tennessee
$249K
AWM
98
Apollon Wealth Management
South Carolina
$242K
TIAA Trust, National Association
99
TIAA Trust, National Association
North Carolina
$232K
Comerica Bank
100
Comerica Bank
Texas
$225K