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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 %
FFA
351
Farther Finance Advisors
California
$20.2M -$767K -7,754 -4%
AFG
352
Atomi Financial Group
New York
$20.1M -$1.44M -14,586 -7%
MWM
353
Modera Wealth Management
New Jersey
$20M -$19.8K -200 -0.1%
CFP
354
Catalyst Financial Partners
Massachusetts
$19.6M +$908K +9,177 +5%
SFA
355
Souders Financial Advisors
Ohio
$19.2M -$3.14M -31,781 -14%
PIMG
356
Patriot Investment Management Group
Tennessee
$19.2M +$514K +5,192 +3%
TBC
357
Ted Buchan & Co
California
$19.1M -$99.2K -1,003 -0.5%
FIM
358
Freedom Investment Management
Connecticut
$19.1M +$529K +5,347 +3%
BA
359
Ballast Advisors
Minnesota
$18.9M -$231K -2,337 -1%
CGFA
360
Colton Groome Financial Advisors
North Carolina
$18.8M +$568K +5,741 +3%
RW
361
Regimen Wealth
Georgia
$18.5M +$123K +1,245 +0.7%
NAM
362
NorthCrest Asset Manangement
Minnesota
$18.3M +$3.31M +33,471 +22%
PCM
363
Permanent Capital Management
Illinois
$18.3M +$210K +2,127 +1%
SCM
364
Sheridan Capital Management
California
$17.9M +$81.5K +824 +0.5%
SFP
365
Strategic Financial Partners
Oregon
$17.7M +$6.44M +65,142 +57%
DT
366
Diversified Trust
Tennessee
$17.7M +$440K +4,444 +3%
SPC
367
Sigma Planning Corp
Michigan
$17.7M +$83.4K +843 +0.5%
SWA
368
Stratos Wealth Advisors
Ohio
$17.6M -$1.17M -11,838 -6%
EWM
369
Elevatus Welath Management
New York
$17.5M +$9.97M +100,756 +132%
SWP
370
Stratos Wealth Partners
Ohio
$17.5M -$1.58M -15,983 -8%
LBC
371
Lowe Brockenbrough & Co
Virginia
$17.4M +$2.09M +21,117 +14%
KFG
372
Kelly Financial Group
Connecticut
$17.4M +$3.46M +35,028 +25%
GCM
373
Genus Capital Management
British Columbia, Canada
$17.2M +$17.2M +174,270 New
GS
374
GWN Securities
Florida
$17.2M +$16.9M +173,633 +5,166%
TIA
375
Tiemann Investment Advisors
California
$17.2M +$1.66M +16,765 +11%
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