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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
CF
651
CBM Financial
Texas
$5.95M
CMAI
652
Capital Management Associates Inc
Minnesota
$5.92M
WAM
653
WealthTrust Asset Management
Florida
$5.84M
DG
654
DMC Group
Alabama
$5.76M
PCP
655
Proficio Capital Partners
Massachusetts
$5.75M
TFA
656
Tobias Financial Advisors
Florida
$5.73M
SMI
657
Shelter Mutual Insurance
Missouri
$5.7M
IAA
658
Independent Advisor Alliance
North Carolina
$5.67M
ACM
659
Alamar Capital Management
California
$5.58M
TFF
660
The Family Firm
Maryland
$5.55M
AG
661
AlTi Global
New York
$5.55M
DL
662
DOHJ LLC
Washington
$5.54M
NFG
663
Northeast Financial Group
Pennsylvania
$5.51M
VFIC
664
Valley Forge Investment Consultants
Pennsylvania
$5.51M
FFP
665
FourThought Financial Partners
Florida
$5.49M
KWA
666
Kingswood Wealth Advisors
California
$5.47M
GBT
667
Grove Bank & Trust
Florida
$5.43M
CFG
668
Compton Financial Group
Maryland
$5.43M
MPPLM
669
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.41M
GWS
670
Greykasell Wealth Strategies
California
$5.4M
VFA
671
Valeo Financial Advisors
Indiana
$5.39M
Pathstone Holdings
672
Pathstone Holdings
New Jersey
$5.38M
BMCM
673
Bryn Mawr Capital Management
Pennsylvania
$5.34M
TC
674
TownSquare Capital
Utah
$5.32M
ATWA
675
Arbor Trust Wealth Advisors
Michigan
$5.31M