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iShares Core US Aggregate Bond ETF

1,907 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 143 funds opening new positions, 841 increasing their positions, 720 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
376
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.7M
Puts
$995K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
301
Golden State Wealth Management
California
$24.4M
BIAS
302
Beacon Investment Advisory Services
New Jersey
$24.2M
OWA
303
Octavia Wealth Advisors
Ohio
$24.2M
CCM
304
Coldstream Capital Management
Washington
$24.1M
BCG
305
BayBridge Capital Group
California
$24.1M
EPM
306
Elm Partners Management
Pennsylvania
$24M
SAW
307
Signal Advisors Wealth
Michigan
$23.9M
FWM
308
Foguth Wealth Management
Michigan
$23.8M
WI
309
WrapManager Inc
California
$23.7M
FD
310
Financial Designs
California
$23.7M
BOH
311
Bank of Hawaii
Hawaii
$23.6M
FA
312
Fedenia Advisers
Wisconsin
$23.5M
MAM
313
Madison Asset Management
Wisconsin
$23.4M
MW
314
Marcum Wealth
Ohio
$23.4M
SS
315
SBI Securities
Japan
$23.3M
MTC
316
Matrix Trust Company
Colorado
$23.3M
PFA
317
Pure Financial Advisors
California
$23.3M
SWP
318
Summit Wealth Partners
Florida
$23.2M
CIA
319
Concurrent Investment Advisors
Florida
$23.2M
VWA
320
Visionary Wealth Advisors
Illinois
$23.1M
NW
321
NewEdge Wealth
Pennsylvania
$23.1M
ASN
322
Advisory Services Network
Georgia
$23.1M
GAM
323
Gotham Asset Management
New York
$23M
FG
324
Fiduciary Group
Georgia
$22.9M
PFP
325
Pinnacle Financial Partners
Tennessee
$22.7M