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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 %
TAM
501
TCP Asset Management
Ohio
$10.4M +$191K +1,927 +2%
FTS
502
Fifth Third Securities
Ohio
$10.4M -$1.4M -14,104 -12%
Daiwa Securities Group
503
Daiwa Securities Group
Japan
$10.3M +$411K +4,150 +4%
SF
504
Synovus Financial
Georgia
$10.3M -$1.15M -11,644 -10%
HNB
505
Huntington National Bank
Ohio
$10.2M -$11.4M – –
OFS
506
Oldfather Financial Services
Nebraska
$10.2M +$866K +8,755 +9%
BC
507
Bowman & Company
Wisconsin
$10.1M -$10.9M -110,616 -52%
ES
508
Eagle Strategies
New York
$10.1M +$294K +2,976 +3%
VPA
509
Vernal Point Advisors
California
$9.98M +$2.02M +20,426 +25%
SL
510
Sentinus LLC
Illinois
$9.96M +$1.31M +13,252 +15%
RCS
511
Retirement Capital Strategies
California
$9.95M +$2.86M +28,916 +40%
WFAG
512
Wescott Financial Advisory Group
Pennsylvania
$9.9M +$349K +3,528 +4%
TA
513
TruWealth Advisors
Louisiana
$9.87M +$1.44M +14,526 +17%
SFS
514
Sharp Financial Services
Pennsylvania
$9.86M -$174K -1,764 -2%
RCAG
515
Rehmann Capital Advisory Group
Michigan
$9.79M -$1.43M -14,468 -13%
AFS
516
Amtrust Financial Services
New York
$9.75M – – –
CH
517
Canton Hathaway
Rhode Island
$9.72M -$1.09M -11,000 -10%
PI
518
Parkside Investments
Illinois
$9.6M -$1.38M -13,954 -13%
FA
519
Flagstar Advisors
New York
$9.51M -$997K -10,078 -9%
OWM
520
Opes Wealth Management
California
$9.49M +$565K +5,713 +6%
CFA
521
Capstone Financial Advisors
Illinois
$9.48M +$54K +546 +0.6%
OC
522
Oppenheimer & Co
New York
$9.35M +$469K +4,740 +5%
CWM
523
Congress Wealth Management
Massachusetts
$9.31M -$1.27M -12,831 -12%
SC
524
Slow Capital
California
$9.3M -$111K -1,121 -1%
IAN
525
Integrated Advisors Network
Texas
$9.26M +$2.76M +27,934 +43%
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