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iShares Agency Bond ETF

148 hedge funds and large institutions have $407M invested in iShares Agency Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.95% more ownership

Funds ownership: 70.21%74.16% (+4%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more capital invested

Capital invested by funds: $403M → $407M (+$4.29M)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

1% less funds holding

Funds holding: 150148 (-2)

Holders
148
Holders Change
-2
Holders Change %
-1.33%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
47
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
126
Jackson Hole Capital Partners
Oklahoma
$10.8K
PWA
127
Physician Wealth Advisors
Utah
$10.6K +$10.7K +97 New
LI
128
LRI Investments
Florida
$9.32K
Franklin Resources
129
Franklin Resources
California
$8.34K +$8.37K +76 New
BWL
130
Bogart Wealth LLC
Virginia
$7.24K
AIP
131
Ameritas Investment Partners
Nebraska
$7.13K
AIM
132
Axiom Investment Management
New York
$6.58K +$6.61K +60 New
IAIM
133
International Assets Investment Management
Florida
$6.56K
GSEP
134
Golden State Equity Partners
California
$6.36K +$6.39K +58 New
AssetMark Inc
135
AssetMark Inc
California
$5.05K -$5.07K -46 -50%
HFS
136
Hantz Financial Services
Michigan
$5K -$991 -9 -18%
MWA
137
Medallion Wealth Advisors
Connecticut
$4.39K
RWA
138
Reicon Wealth Advisors
Georgia
$3.95K +$3.97K +36 New
CIAS
139
Capital Investment Advisory Services
North Carolina
$2.3K
AIC
140
Archer Investment Corporation
Indiana
$2.05K
RTL
141
Red Tortoise LLC
Georgia
$1.15K
WWM
142
Wolff Wiese Magana
California
$878
FWP
143
FAS Wealth Partners
Kansas
$549
CAN
144
Capital Advisor Network
Indiana
$219 +$220 +2 New
AF
145
Allworth Financial
California
$110
CA
146
CoreCap Advisors
Michigan
$110
HNB
147
Huntington National Bank
Ohio
$110
TRCT
148
Tower Research Capital (TRC)
New York
$110
VAI
149
Vanguard Advisers Inc
Pennsylvania
$110 +$110 +1 New
SC
150
Syon Capital
California
-$21.1M -191,462 Closed