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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
FFA
351
Farther Finance Advisors
California
$20.2M
AFG
352
Atomi Financial Group
New York
$20.1M
MWM
353
Modera Wealth Management
New Jersey
$20M
CFP
354
Catalyst Financial Partners
Massachusetts
$19.6M
SFA
355
Souders Financial Advisors
Ohio
$19.2M
PIMG
356
Patriot Investment Management Group
Tennessee
$19.2M
TBC
357
Ted Buchan & Co
California
$19.1M
FIM
358
Freedom Investment Management
Connecticut
$19.1M
BA
359
Ballast Advisors
Minnesota
$18.9M
CGFA
360
Colton Groome Financial Advisors
North Carolina
$18.8M
RW
361
Regimen Wealth
Georgia
$18.5M
NAM
362
NorthCrest Asset Manangement
Minnesota
$18.3M
PCM
363
Permanent Capital Management
Illinois
$18.3M
SCM
364
Sheridan Capital Management
California
$17.9M
SFP
365
Strategic Financial Partners
Oregon
$17.7M
DT
366
Diversified Trust
Tennessee
$17.7M
SPC
367
Sigma Planning Corp
Michigan
$17.7M
SWA
368
Stratos Wealth Advisors
Ohio
$17.6M
EWM
369
Elevatus Welath Management
New York
$17.5M
SWP
370
Stratos Wealth Partners
Ohio
$17.5M
LBC
371
Lowe Brockenbrough & Co
Virginia
$17.4M
KFG
372
Kelly Financial Group
Connecticut
$17.4M
GCM
373
Genus Capital Management
British Columbia, Canada
$17.2M
GS
374
GWN Securities
Florida
$17.2M
TIA
375
Tiemann Investment Advisors
California
$17.2M