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iShares Core US Aggregate Bond ETF

1,890 hedge funds and large institutions have $117B invested in iShares Core US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 839 increasing their positions, 735 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,890
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
350
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.8M
Puts
$12.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FG
301
Fiduciary Group
Georgia
$25.5M
RFC
302
Regions Financial Corp
Alabama
$25.5M
GSWM
303
Golden State Wealth Management
California
$25.5M
HI
304
Horizon Investments
North Carolina
$25.3M
HWA
305
Heartwood Wealth Advisors
Virginia
$25.3M
MCM
306
MV Capital Management
Maryland
$25.1M
VWA
307
Visionary Wealth Advisors
Illinois
$25.1M
CWMK
308
Caliber Wealth Management (Kansas)
Kansas
$25M
OWA
309
Octavia Wealth Advisors
Ohio
$24.8M
EFM
310
Eley Financial Management
Vermont
$24.7M
PA
311
Parallel Advisors
California
$24.5M
NW
312
NewEdge Wealth
Pennsylvania
$24.5M
BCG
313
BayBridge Capital Group
California
$24.4M
BOH
314
Bank of Hawaii
Hawaii
$24.3M
GGS
315
Galvin Gaustad & Stein
Arizona
$24.3M
PFA
316
Pure Financial Advisors
California
$24.3M
MAM
317
Madison Asset Management
Wisconsin
$24M
MAM
318
Marquette Asset Management
Minnesota
$24M
SF
319
Summit Financial
New Jersey
$23.9M
FD
320
Financial Designs
California
$23.7M
MTC
321
Matrix Trust Company
Colorado
$23.7M
CAM
322
Cresset Asset Management
Illinois
$23.7M
DIP
323
DT Investment Partners
Pennsylvania
$23.6M
Citadel Advisors
324
Citadel Advisors
Florida
$23.6M
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$23.1M