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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
SHWM
426
Smith & Howard Wealth Management
Georgia
$13.7M
FA
427
FC Advisory
Pennsylvania
$13.7M
FNC
428
First National Corp
Massachusetts
$13.7M
GEM
429
Global Endowment Management
North Carolina
$13.5M
FA
430
Fagan Associates
New York
$13.5M
PCA
431
Peddock Capital Advisors
Massachusetts
$13.5M
MCC
432
Money Concepts Capital
Florida
$13.5M
HNWAG
433
High Net Worth Advisory Group
Florida
$13.5M
CCWA
434
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.5M
PWP
435
PrairieView Wealth Partners
Illinois
$13.4M
Loomis, Sayles & Company
436
Loomis, Sayles & Company
Massachusetts
$13.1M
MFG
437
MidWestOne Financial Group
Iowa
$13.1M
CWP
438
Corepath Wealth Partners
Arizona
$13.1M
WHG
439
Westwood Holdings Group
Texas
$13.1M
BEI
440
Benjamin Edwards Inc
Missouri
$13.1M
CB
441
Commerce Bank
Missouri
$13.1M
EIP
442
Easterly Investment Partners
Massachusetts
$13M
RF
443
rebel Financial
Ohio
$13M
TFCP
444
Twin Focus Capital Partners
Massachusetts
$13M
CCA
445
Clearwater Capital Advisors
Illinois
$13M
MWM
446
Modern Wealth Management
Kansas
$12.9M
CCA
447
Catalyst Capital Advisors
New York
$12.9M
EK
448
Evensky & Katz
Florida
$12.9M
GCA
449
Greenwood Capital Associates
South Carolina
$12.9M
APWA
450
Atlas Private Wealth Advisors
New Jersey
$12.9M