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iShares Core US Aggregate Bond ETF

1,906 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, 719 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
375
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
SWM
51
SigFig Wealth Management
California
$305M
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$304M
SAM
53
Simplify Asset Management
Nevada
$301M
USAA
54
United Services Automobile Association
Texas
$292M
SDIC
55
South Dakota Investment Council
South Dakota
$291M
AllianceBernstein
56
AllianceBernstein
Tennessee
$254M
MSA
57
Mason Street Advisors
Wisconsin
$252M
DWM
58
Dynasty Wealth Management
Florida
$246M
EWA
59
EP Wealth Advisors
California
$232M
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$226M
BTI
61
Blue Trust Inc
Georgia
$223M
PCIA
62
Prime Capital Investment Advisors
Kansas
$208M
DCM
63
Disciplina Capital Management
Tennessee
$208M
SP
64
Stairway Partners
Illinois
$202M
QWP
65
Quotient Wealth Partners
Texas
$199M
HighTower Advisors
66
HighTower Advisors
Illinois
$199M
Corient Private Wealth
67
Corient Private Wealth
Florida
$196M
P
68
&Partners
Tennessee
$196M
Jane Street
69
Jane Street
New York
$181M
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$174M
AWM
71
Axxcess Wealth Management
California
$169M
COCM
72
Charter Oak Capital Management
New Hampshire
$165M
Osaic Holdings
73
Osaic Holdings
Arizona
$165M
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$163M
CAAS
75
Capital Asset Advisory Services
Michigan
$157M