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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
TIAA Trust, National Association
101
TIAA Trust, National Association
North Carolina
$232K -$1.1K -10 -0.5%
Comerica Bank
102
Comerica Bank
Texas
$225K +$13.8K +125 +7%
SG
103
StoneX Group
New York
$221K +$221K +2,003 New
PGA
104
Portland Global Advisors
Maine
$221K +$221K +2,000 New
MBT
105
Montecito Bank & Trust
California
$218K
QCM
106
Quantinno Capital Management
New York
$210K +$5.85K +53 +3%
DA
107
Detalus Advisors
Missouri
$209K -$2.98K -27 -1%
SA
108
Sanctuary Advisors
Indiana
$208K -$7.84K -71 -4%
GFA
109
Godfrey Financial Associates
New York
$206K +$207K +1,872 New
LSWP
110
Liberty Square Wealth Partners
Pennsylvania
$201K -$1.44K -13 -0.7%
MWPCG
111
Measured Wealth Private Client Group
New Hampshire
$138K -$458K -4,148 -77%
CYG
112
Clean Yield Group
Vermont
$90.9K +$5.63K +51 +7%
PPC
113
Park Place Capital
Alabama
$78.4K -$241K -2,179 -75%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$73.4K -$2.43K -22 -3%
MCM
115
MAI Capital Management
Ohio
$55.7K
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$55.7K -$5.52K -50 -9%
Deutsche Bank
117
Deutsche Bank
Germany
$55K +$1.88K +17 +4%
DJSG
118
D.J. St. Germain
Massachusetts
$52.4K
WT
119
Whittier Trust
California
$48.7K
IA
120
IFP Advisors
Florida
$41.6K
WSFS
121
Wilmington Savings Fund Society
Delaware
$38.6K
HNB
122
Huntington National Bank
Ohio
$35.4K
Fidelity Investments
123
Fidelity Investments
Massachusetts
$24.7K -$3.53K -32 -13%
CA
124
Clearstead Advisors
Ohio
$24K
FVIM
125
Fort Vancouver Investment Management
Washington
$23.2K +$1.99K +18 +9%