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iShares Agency Bond ETF

137 hedge funds and large institutions have $448M invested in iShares Agency Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 62 reducing their positions, and 11 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:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

44% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 62

Holders
137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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 +$20.6M
2 +$3.5M
3 +$2.69M
4
Jane Street
Jane Street
New York
+$2.68M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.72M

Top Sellers

1 -$41.7M
2 -$5.91M
3 -$3.91M
4
Wells Fargo
Wells Fargo
California
-$2.59M
5
CM
Columbus Macro
Pennsylvania
-$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
101
Corient Private Wealth
Florida
$200K
Osaic Holdings
102
Osaic Holdings
Arizona
$164K
CIAS
103
Capital Investment Advisory Services
North Carolina
$123K
TPCM
104
Templeton & Phillips Capital Management
Tennessee
$111K
HNB
105
Huntington National Bank
Ohio
$108K
IA
106
IFP Advisors
Florida
$95K
CYG
107
Clean Yield Group
Vermont
$81.8K
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$60.9K
DJSG
109
D.J. St. Germain
Massachusetts
$52.1K
WT
110
Whittier Trust
California
$48.4K
CA
111
Clearstead Advisors
Ohio
$41.7K
WSFS
112
Wilmington Savings Fund Society
Delaware
$38.4K
Fidelity Investments
113
Fidelity Investments
Massachusetts
$26.3K
AAS
114
Ameritas Advisory Services
Nebraska
$26.2K
Deutsche Bank
115
Deutsche Bank
Germany
$24.8K
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$21.9K
FVIM
117
Fort Vancouver Investment Management
Washington
$21.1K
AWM
118
AE Wealth Management
Kansas
$20.2K
TFA
119
Toth Financial Advisory
Virginia
$16.5K
AssetMark Inc
120
AssetMark Inc
California
$14.7K
JHCP
121
Jackson Hole Capital Partners
Oklahoma
$10.8K
FFA
122
Founders Financial Alliance
North Carolina
$10.8K
GWM
123
Geneos Wealth Management
Colorado
$9.98K
LI
124
LRI Investments
Florida
$9.32K
BWL
125
Bogart Wealth LLC
Virginia
$7.24K