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iShares Core US Aggregate Bond ETF

1,907 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 143 funds opening new positions, 841 increasing their positions, 720 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,907
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
376
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.7M
Puts
$995K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
626
Simplicity Wealth
New Jersey
$6.41M
AWM
627
Accurate Wealth Management
Florida
$6.41M
LWM
628
Lionsbridge Wealth Management
Florida
$6.4M
LW
629
Linscomb Wealth
Texas
$6.33M
GBFP
630
Golden Bell Financial Planning
Georgia
$6.32M
SIA
631
Sovereign Investment Advisors
Arizona
$6.32M
WF
632
Wayfinding Financial
Washington
$6.32M
GSWM
633
Greenup Street Wealth Management
Michigan
$6.24M
FA
634
Freestate Advisors
Kansas
$6.23M
CCA
635
Conservest Capital Advisors
Pennsylvania
$6.23M
RPA
636
Redwood Park Advisors
California
$6.21M
MA
637
Marquette Associates
Illinois
$6.19M
Empower Advisory Group
638
Empower Advisory Group
Colorado
$6.15M
TC
639
Toews Corporation
New Jersey
$6.15M
BHBT
640
Burke & Herbert Bank & Trust
Virginia
$6.15M
EW
641
Element Wealth
Mississippi
$6.14M
TA
642
TPG Advisors
Illinois
$6.08M
DCM
643
Donaldson Capital Management
Indiana
$6.06M
NGA
644
Naples Global Advisors
Florida
$6.03M
GL
645
Graypoint LLC
New York
$6.02M
AWM
646
Apollon Wealth Management
South Carolina
$6M
MWM
647
MinichMacGregor Wealth Management
New York
$6M
FPAS
648
Focus Partners Advisor Solutions
Missouri
$5.98M
SIG
649
Stonegate Investment Group
Alabama
$5.97M
CCM
650
Crabel Capital Management
California
$5.96M