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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
Corient Private Wealth
76
Corient Private Wealth
Florida
$411K +$211K +1,907 +104%
FTUS
77
Flow Traders U.S.
New York
$405K +$406K +3,674 New
MYIA
78
Mount Yale Investment Advisors
Colorado
$401K -$17.2K -156 -4%
VAS
79
Vestmark Advisory Solutions
Massachusetts
$397K +$397K +3,598 New
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$367K -$29.6K -268 -7%
SPIA
81
Steward Partners Investment Advisory
New York
$364K +$3.09K +28 +0.9%
AWA
82
Arkadios Wealth Advisors
Georgia
$361K +$87.7K +794 +32%
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$340K +$1.88K +17 +0.6%
UAS
84
United Asset Strategies
New York
$335K -$33.6K -304 -9%
SJL
85
Shayne & Jacobs LLC
Tennessee
$335K
SP
86
Sequent Planning
Nebraska
$323K -$14.6K -132 -4%
EWM
87
Evercore Wealth Management
New York
$305K
PTC
88
Private Trust Company
Ohio
$298K -$34.1K -309 -10%
AWM
89
Avior Wealth Management
Nebraska
$292K -$12.1K -110 -4%
LPT
90
Legacy Private Trust
Wisconsin
$270K
FA
91
Faithward Advisors
Pennsylvania
$269K -$37.8K -342 -12%
FFG
92
Fiduciary Financial Group
California
$268K
GRP
93
Global Retirement Partners
California
$267K -$442 -4 -0.2%
EWA
94
EP Wealth Advisors
California
$265K +$265K +2,402 New
KAS
95
Kestra Advisory Services
Texas
$258K +$5.19K +47 +2%
AAP
96
Arax Advisory Partners
Colorado
$256K +$257K +2,325 New
PFG
97
Pacific Financial Group
Washington
$255K -$9.94K -90 -4%
AFAS
98
Acorn Financial Advisory Services
Virginia
$252K +$2.32K +21 +0.9%
ATC
99
Argent Trust Co
Tennessee
$249K
AWM
100
Apollon Wealth Management
South Carolina
$242K -$40.3K -365 -14%