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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 %
FCT
426
Family Capital Trust
Massachusetts
$13.9M +$455K +4,599 +3%
HNWAG
427
High Net Worth Advisory Group
Florida
$13.9M +$634K +6,405 +5%
CBT
428
Central Bank & Trust
Kentucky
$13.7M -$5.63M -56,946 -29%
FA
429
FC Advisory
Pennsylvania
$13.7M +$222K +2,245 +2%
CWM
430
Calamos Wealth Management
Illinois
$13.7M +$687K +6,947 +5%
MBT
431
Montecito Bank & Trust
California
$13.7M -$810K -8,188 -6%
FA
432
Fagan Associates
New York
$13.6M +$96.5K +976 +0.7%
Natixis Advisors
433
Natixis Advisors
Massachusetts
$13.6M -$13.9M -140,737 -51%
CAM
434
Creekmur Asset Management
Illinois
$13.4M +$438K +4,425 +3%
PCA
435
Peddock Capital Advisors
Massachusetts
$13.3M -$659K -6,659 -5%
GC
436
Grimes & Company
Massachusetts
$13.2M +$278K +2,814 +2%
SFC
437
SYM Financial Corp
Indiana
$13.2M -$979K -9,896 -7%
HI
438
Harbour Investments
Wisconsin
$13.1M +$1.5M +15,128 +13%
MFG
439
MidWestOne Financial Group
Iowa
$13M +$27.1K +274 +0.2%
EIP
440
Easterly Investment Partners
Massachusetts
$13M – – –
EK
441
Evensky & Katz
Florida
$13M +$1.91M +19,356 +17%
PWP
442
PrairieView Wealth Partners
Illinois
$12.9M -$3.75M -37,931 -23%
SG Americas Securities
443
SG Americas Securities
New York
$12.9M +$2.55M +25,807 +25%
CLGM
444
Capitolis Liquid Global Markets
New York
$12.8M +$12.8M +129,500 New
CB
445
Commerce Bank
Missouri
$12.7M +$539K +5,444 +4%
DE
446
Diversified Enterprises
Delaware
$12.6M +$539K +5,453 +4%
BOC
447
Blue Oak Capital
California
$12.6M +$774K +7,826 +7%
GCA
448
Greenwood Capital Associates
South Carolina
$12.6M +$252K +2,544 +2%
AL
449
Aspiriant LLC
California
$12.5M +$34K +344 +0.3%
NC
450
NewSquare Capital
Pennsylvania
$12.5M -$232K -2,346 -2%
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