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iShares Agency Bond ETF
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Overview Fund Activity

137 hedge funds and large institutions have $479M 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, 43 reducing their positions, and 20 closing their positions.

Holders
137
Holders Change
-14
Holders Change %
-9.27%
% 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
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$13.7M
2
Raymond James Financial
2
Raymond James Financial
Florida
$31.5M
3
BlackRock
3
BlackRock
New York
$5.91M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$42.6M
5
Jane Street
5
Jane Street
New York
$3.73M

Top Sellers

1
TPWA
1
TRUE Private Wealth Advisors
Oregon
$44.3M
2
SG
2
Straightline Group
Michigan
$0
3
JIP
3
Jaffetilchin Investment Partners
Florida
$2.06M
4
II
4
Impact Investors
California
$7.08M
5
MAC
5
Mason & Associates (California)
California
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
1
TRUE Private Wealth Advisors
Oregon
$44.3M 404,949 -339,404 -46%
HighTower Advisors
2
HighTower Advisors
Illinois
$42.6M 389,506 +26,650 +7%
Stifel Financial
3
Stifel Financial
Missouri
$40.9M 373,353 +14,367 +4%
Raymond James Financial
4
Raymond James Financial
Florida
$31.5M 287,960 +57,930 +25%
FA
5
Faithward Advisors
Pennsylvania
$20.1M 183,819 +2,404 +1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$19.6M 179,076 +20,770 +13%
MCCA
7
Mill Creek Capital Advisors
Pennsylvania
$17.3M 158,101 +2,075 +1%
Wells Fargo
8
Wells Fargo
California
$15.3M 140,072 -10,295 -7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$14.8M 135,018 +10,732 +9%
MAC
10
Mason & Associates (California)
California
$13.8M 125,932 -37,043 -23%
B
11
Bailard
California
$13.7M 124,926 +124,926 New
Asset Management One
12
Asset Management One
Japan
$11.9M 109,078 +1,670 +2%
AI
13
Arvest Investments
Arkansas
$11.3M 103,659 +1,620 +2%
KeyBank National Association
14
KeyBank National Association
Ohio
$10.6M 96,560 -788 -0.8%
UBS Group
15
UBS Group
Switzerland
$8.99M 82,161 +332 +0.4%
Bank of America
16
Bank of America
North Carolina
$8.77M 80,172 +1,571 +2%
RWM
17
RKL Wealth Management
Pennsylvania
$8.72M 79,712 -3,160 -4%
GDP
18
Great Diamond Partners
Maine
$8.53M 77,980 +1,760 +2%
Morgan Stanley
19
Morgan Stanley
New York
$7.82M 71,423 +2,415 +3%
II
20
Impact Investors
California
$7.08M 64,718 -71,868 -53%
SFM
21
Signet Financial Management
New Jersey
$6.82M 62,294 -10,360 -14%
BlackRock
22
BlackRock
New York
$5.91M 54,015 +54,015 New
LPL Financial
23
LPL Financial
California
$4.58M 41,859 +14,709 +54%
US Bancorp
24
US Bancorp
Minnesota
$4.55M 41,537 -6,288 -13%
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$3.88M 35,485 -841 -2%
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