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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
HighTower Advisors
1
HighTower Advisors
Illinois
$52.3M +$3.08M +27,873 +6%
Stifel Financial
2
Stifel Financial
Missouri
$47.1M +$3.24M +29,378 +7%
Raymond James Financial
3
Raymond James Financial
Florida
$32.1M -$218K -1,971 -0.7%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$27.6M +$3.19M +28,913 +13%
SC
5
Syon Capital
California
$21.1M +$152K +1,375 +0.7%
MCCA
6
Mill Creek Capital Advisors
Pennsylvania
$13.6M -$474K -4,290 -3%
B
7
Bailard
California
$12.4M +$285K +2,577 +2%
Asset Management One
8
Asset Management One
Japan
$11.4M -$774K -7,013 -6%
KeyBank National Association
9
KeyBank National Association
Ohio
$10.4M +$202K +1,831 +2%
AI
10
Arvest Investments
Arkansas
$9.84M +$442 +4 +0%
UBS Group
11
UBS Group
Switzerland
$9.7M -$160K -1,451 -2%
RWM
12
RKL Wealth Management
Pennsylvania
$8.89M +$123K +1,113 +1%
Morgan Stanley
13
Morgan Stanley
New York
$8.27M -$245K -2,215 -3%
Ameriprise
14
Ameriprise
Minnesota
$7.35M +$782K +7,085 +12%
GDP
15
Great Diamond Partners
Maine
$7.1M +$91.2K +826 +1%
Bank of America
16
Bank of America
North Carolina
$6.73M +$24K +217 +0.4%
SFM
17
Signet Financial Management
New Jersey
$5.94M -$274K -2,480 -4%
Wells Fargo
18
Wells Fargo
California
$5.3M +$109K +985 +2%
LPL Financial
19
LPL Financial
California
$4.75M +$827K +7,490 +21%
US Bancorp
20
US Bancorp
Minnesota
$4.26M -$38.6K -350 -0.9%
FF
21
Fluent Financial
Texas
$4.23M +$178K +1,614 +4%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.06M -$71K -643 -2%
JIP
23
Jaffetilchin Investment Partners
Florida
$3.58M +$670K +6,064 +23%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$3.56M +$45.7K +414 +1%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$3M -$521K -4,723 -15%