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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 %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$970M -$57.6M -581,842 -6%
Mariner
27
Mariner
Kansas
$914M +$126M +1,269,215 +16%
AAS
28
Avantax Advisory Services
Texas
$913M +$23.7M +239,444 +3%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$884M +$11.4M +114,962 +1%
TIAA Trust, National Association
30
TIAA Trust, National Association
North Carolina
$867M -$11.1M -112,538 -1%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$778M -$217M -2,195,594 -22%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$760M +$164M +1,658,387 +28%
Truist Financial
33
Truist Financial
North Carolina
$662M -$40.8M -412,206 -6%
Stifel Financial
34
Stifel Financial
Missouri
$626M +$6.01M +60,710 +1%
Cerity Partners
35
Cerity Partners
New York
$618M +$39.4M +398,436 +7%
Members Trust
36
Members Trust
Florida
$527M +$5.45M +55,119 +1%
FMI
37
Factory Mutual Insurance
Massachusetts
$524M -$50.1M -506,200 -9%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$517M +$38.4M +388,418 +8%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$502M -$12.5M -125,945 -2%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$494M -$50.6M -511,752 -9%
RWP
41
RWA Wealth Partners
Massachusetts
$486M +$481M +4,859,427 +8,535%
Prudential Financial
42
Prudential Financial
New Jersey
$472M -$265M -2,717,143 -36%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$467M +$950K +9,600 +0.2%
DADC
44
D.A. Davidson & Co
Montana
$439M +$20.3M +204,848 +5%
BL
45
Balentine LLC
Georgia
$437M -$15M -151,457 -3%
CI
46
Constellation Investments
Ohio
$410M -$29.7M -299,990 -7%
COPPSERS
47
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$391M +$251M +2,541,455 +181%
VIA
48
Vantagepoint Investment Advisers
District of Columbia
$366M +$44.5M +449,800 +14%
Citigroup
49
Citigroup
New York
$341M -$16.2M -164,208 -5%
SAG
50
SageView Advisory Group
California
$335M +$24.5M +247,247 +8%
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