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iShares Agency Bond ETF

139 hedge funds and large institutions have $480M 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, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

3.35% less ownership

Funds ownership: 77.62%74.27% (-3.3%)

9% less funds holding

Funds holding: 152139 (-13)

11% less capital invested

Capital invested by funds: $536M → $480M (-$56.8M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
139
Holders Change
-13
Holders Change %
-8.55%
% 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
44
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1
TRUE Private Wealth Advisors
Oregon
$44.3M -$36.8M -339,404 -46%
HighTower Advisors
2
HighTower Advisors
Illinois
$42.6M +$2.89M +26,650 +7%
Stifel Financial
3
Stifel Financial
Missouri
$40.9M +$1.56M +14,367 +4%
Raymond James Financial
4
Raymond James Financial
Florida
$31.5M +$6.29M +57,930 +25%
FA
5
Faithward Advisors
Pennsylvania
$20.1M +$261K +2,404 +1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$19.6M +$2.26M +20,770 +13%
MCCA
7
Mill Creek Capital Advisors
Pennsylvania
$17.3M +$225K +2,075 +1%
Wells Fargo
8
Wells Fargo
California
$15.3M -$1.12M -10,295 -7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$14.8M +$1.17M +10,732 +9%
MAC
10
Mason & Associates (California)
California
$13.8M -$4.02M -37,043 -23%
B
11
Bailard
California
$13.7M +$13.6M +124,926 New
Asset Management One
12
Asset Management One
Japan
$11.9M +$181K +1,670 +2%
AI
13
Arvest Investments
Arkansas
$11.3M +$176K +1,620 +2%
KeyBank National Association
14
KeyBank National Association
Ohio
$10.6M -$85.6K -788 -0.8%
UBS Group
15
UBS Group
Switzerland
$8.99M +$36K +332 +0.4%
Bank of America
16
Bank of America
North Carolina
$8.77M +$171K +1,571 +2%
RWM
17
RKL Wealth Management
Pennsylvania
$8.72M -$343K -3,160 -4%
GDP
18
Great Diamond Partners
Maine
$8.53M +$191K +1,760 +2%
Morgan Stanley
19
Morgan Stanley
New York
$7.82M +$262K +2,415 +3%
II
20
Impact Investors
California
$7.08M -$7.8M -71,868 -53%
SFM
21
Signet Financial Management
New Jersey
$6.82M -$1.12M -10,360 -14%
BlackRock
22
BlackRock
New York
$5.91M +$5.86M +54,015 New
LPL Financial
23
LPL Financial
California
$4.58M +$1.6M +14,709 +54%
US Bancorp
24
US Bancorp
Minnesota
$4.55M -$683K -6,288 -13%
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$3.88M -$91.3K -841 -2%