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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
DA
101
Detalus Advisors
Missouri
$223K +$221K +2,038 New
SA
102
Sanctuary Advisors
Indiana
$222K -$4.67K -43 -2%
Osaic Holdings
103
Osaic Holdings
Arizona
$197K -$62K -571 -24%
KAS
104
Kestra Advisory Services
Texas
$195K +$194K +1,785 New
CIAS
105
Capital Investment Advisory Services
North Carolina
$123K
TPCM
106
Templeton & Phillips Capital Management
Tennessee
$110K
HNB
107
Huntington National Bank
Ohio
$108K
IA
108
IFP Advisors
Florida
$94.7K +$17.2K +158 +22%
CYG
109
Clean Yield Group
Vermont
$71.3K +$217 +2 +0.3%
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$60.6K
PS
111
Principal Securities
Iowa
$53.2K
DJSG
112
D.J. St. Germain
Massachusetts
$52K
HI
113
Harbour Investments
Wisconsin
$49.5K
WT
114
Whittier Trust
California
$48.3K
WSFS
115
Wilmington Savings Fund Society
Delaware
$38.3K
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$32.8K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$28K +$4.89K +45 +21%
AWM
118
AE Wealth Management
Kansas
$22.3K -$450K -4,145 -95%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$22.3K
FVIM
120
Fort Vancouver Investment Management
Washington
$21K +$2.93K +27 +16%
TFA
121
Toth Financial Advisory
Virginia
$16.4K
BWL
122
Bogart Wealth LLC
Virginia
$14.6K +$7.27K +67 +102%
AssetMark Inc
123
AssetMark Inc
California
$12K -$65K -599 -84%
FFA
124
Founders Financial Alliance
North Carolina
$10.7K
JHCP
125
Jackson Hole Capital Partners
Oklahoma
$10.7K