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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,899 hedge funds and large institutions have $111B invested in iShares Core US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 836 increasing their positions, 718 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
25.79%
Holding in Top 10
374
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+4.47%
% of All Funds
5.08%
New
142
Increased
836
Reduced
718
Closed
115
Calls
$10.7M
Puts
$995K
Net Calls
+$9.7M
Net Calls Change
+$17.2M

Top Buyers

1
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
+$1.37B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$956M
3
RWP
RWA Wealth Partners
Massachusetts
+$481M
4
Raymond James Financial
Raymond James Financial
Florida
+$338M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$272M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$424M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$307M
3
Prudential Financial
Prudential Financial
New Jersey
-$265M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$217M
5
Bank of America
Bank of America
North Carolina
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
226
Bank of Nova Scotia
Ontario, Canada
$37.1M +$8.51M +86,024 +30%
KAS
227
Kestra Advisory Services
Texas
$36.7M -$1.19M -12,073 -3%
LMIM
228
Lockheed Martin Investment Management
Maryland
$36.6M – – –
EI
229
eCIO Inc
Wisconsin
$36.5M +$36.5M +369,352 New
CM
230
Cornerstone Management
Georgia
$36.5M +$387K +3,914 +1%
AAP
231
Arax Advisory Partners
Colorado
$36.3M +$2.62M +26,532 +8%
BDF
232
Black Diamond Financial
Maryland
$36.1M +$2.45M +24,787 +7%
BWM
233
Boyd Wealth Management
California
$36.1M +$11.6M +117,072 +47%
AIP
234
Ameritas Investment Partners
Nebraska
$35.9M -$2.76M -27,940 -7%
FFA
235
First Foundation Advisors
California
$35.9M +$5.62M +56,772 +19%
PWA
236
Provenance Wealth Advisors
Florida
$35.4M -$21M -211,852 -37%
FMC
237
First Merchants Corp
Indiana
$34.7M -$25.6M -258,403 -42%
BSSFA
238
Baron Silver Stevens Financial Advisors
Florida
$34.2M +$404K +4,085 +1%
GVAG
239
Great Valley Advisor Group
Delaware
$34.2M +$3.23M +32,607 +10%
TA
240
Tectonic Advisors
Texas
$34.2M +$2.54M +25,703 +8%
TWM
241
Tanager Wealth Management
United Kingdom
$34.1M -$115K -1,158 -0.3%
SIM
242
Strategic Investment Management
Virginia
$34.1M – – –
KOC
243
Koss-Olinger Consulting
Florida
$34M +$1.68M +16,982 +5%
FHA
244
Flagship Harbor Advisors
Massachusetts
$33.5M +$1.02M +10,345 +3%
BF
245
BOK Financial
Oklahoma
$33.4M -$7.43M -75,111 -18%
SWM
246
Spire Wealth Management
Virginia
$33.2M +$156K +1,578 +0.5%
MAM
247
Marquette Asset Management
Minnesota
$32.9M -$8.64M -87,318 -21%
LI
248
LVZ Inc
Michigan
$32.7M +$1.81M +18,347 +6%
BFA
249
Bright Financial Advisors
Michigan
$32.4M +$659K +6,659 +2%
MCM
250
MAI Capital Management
Ohio
$32.2M +$2.08M +21,014 +7%
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