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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 %
AH
526
Addis & Hill
Pennsylvania
$9.25M +$72.9K +737 +0.8%
SWG
527
Summit Wealth Group
Vermont
$9.25M -$657K -6,638 -7%
CFO
528
CVA Family Office
Colorado
$9.21M +$1.8M +18,188 +24%
APP
529
Avantax Planning Partners
Iowa
$9.15M -$975K -9,859 -10%
AWA
530
Arete Wealth Advisors
Illinois
$9.08M +$225K +2,275 +3%
FA
531
FDx Advisors
Illinois
$9.05M -$804K -8,123 -8%
FCM
532
Firestone Capital Management
Florida
$8.87M -$137K -1,388 -2%
AWM
533
AE Wealth Management
Kansas
$8.83M -$367K -3,709 -4%
AI
534
Atria Investments
North Carolina
$8.82M +$1.98M +20,005 +29%
FWI
535
Facet Wealth Inc
Maryland
$8.76M +$521K +5,329 +6%
CIAS
536
CFS Investment Advisory Services
New Jersey
$8.75M +$297K +3,001 +4%
LP
537
LGL Partners
Pennsylvania
$8.73M -$585K -5,912 -6%
LRWA
538
Long Run Wealth Advisors
New York
$8.7M +$3.14M +31,786 +57%
SI
539
Stephens Inc
Arkansas
$8.69M -$379K -3,831 -4%
BEI
540
Benjamin Edwards Inc
Missouri
$8.62M +$284K +2,875 +3%
EFA
541
Edge Financial Advisors
Illinois
$8.58M +$8.58M +86,701 New
GEM
542
Global Endowment Management
North Carolina
$8.56M +$6.63M +66,979 +342%
SAM
543
Summit Asset Management
Tennessee
$8.52M +$246K +2,486 +3%
CAG
544
Csenge Advisory Group
Florida
$8.48M +$271K +2,772 +3%
LAM
545
Lifestyle Asset Management
Texas
$8.48M +$412K +4,161 +5%
NFP
546
NorthLanding Financial Partners
New York
$8.46M +$52K +526 +0.6%
THL
547
Tillman Hartley LLC
Colorado
$8.41M -$1.07M -10,850 -11%
AFP
548
Ausdal Financial Partners
Iowa
$8.39M -$313K -3,164 -4%
GAG
549
GM Advisory Group
New York
$8.36M -$175K -1,765 -2%
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.35M -$5.07M -51,289 -38%
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