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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
TFA
126
Toth Financial Advisory
Virginia
$16.5K
AWM
127
AE Wealth Management
Kansas
$16.3K -$3.98K -36 -20%
Jones Financial Companies
128
Jones Financial Companies
Missouri
$15.7K +$13.4K +121 +576%
BA
129
Blueline Advisors
New Hampshire
$14.4K +$14.5K +131 New
PA
130
Parallel Advisors
California
$11K
FFA
131
Founders Financial Alliance
North Carolina
$10.8K
JHCP
132
Jackson Hole Capital Partners
Oklahoma
$10.8K
AssetMark Inc
133
AssetMark Inc
California
$10.1K -$3.86K -35 -28%
LI
134
LRI Investments
Florida
$9.37K
BWL
135
Bogart Wealth LLC
Virginia
$7.28K
AIP
136
Ameritas Investment Partners
Nebraska
$7.17K
IAIM
137
International Assets Investment Management
Florida
$6.62K +$6.63K +60 New
HFS
138
Hantz Financial Services
Michigan
$6K +$5.63K +51 New
HPC
139
HM Payson & Co
Maine
$5.62K -$1.44K -13 -20%
MWA
140
Medallion Wealth Advisors
Connecticut
$4.41K
CIAS
141
Capital Investment Advisory Services
North Carolina
$2.31K -$121K -1,100 -98%
CP
142
Camelot Portfolios
Ohio
$2.21K +$2.21K +20 New
AIC
143
Archer Investment Corporation
Indiana
$2.05K -$3.53K -32 -63%
MCM
144
Manchester Capital Management
Vermont
$1.65K +$1.66K +15 New
RTL
145
Red Tortoise LLC
Georgia
$1.15K
EPG
146
Estate Planners Group
Pennsylvania
$1.09K +$1.1K +10 New
WWM
147
Wolff Wiese Magana
California
$882
FWP
148
FAS Wealth Partners
Kansas
$552
AF
149
Allworth Financial
California
$111
CA
150
CoreCap Advisors
Michigan
$110