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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, 837 increasing their positions, 717 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
837
Reduced
717
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 %
AIM
826
Alhambra Investment Management
Florida
$3.03M -$45.5K -460 -1%
HPM
827
Hoxton Planning & Management
West Virginia
$3.03M -$82.5K -834 -3%
HSA
828
HBK Sorce Advisory
Pennsylvania
$3.02M +$296K +2,994 +11%
DWM
829
DecisionMap Wealth Management
Virginia
$3M -$753K -7,609 -20%
TPW
830
Turn8 Private Wealth
$3M +$348K +3,483 +13%
TLFA
831
True Link Financial Advisors
California
$2.97M +$2.97M +30,000 New
PP
832
Prosperity Planning
Missouri
$2.94M -$2.7M – –
TA
833
TFB Advisors
Kansas
$2.91M +$164K +1,661 +6%
CWM
834
Core Wealth Management
Florida
$2.9M -$8.97M -90,729 -76%
CA
835
CGN Advisors
Kansas
$2.89M -$87.6K -886 -3%
MFS
836
Madrona Financial Services
Washington
$2.88M -$215K -2,177 -7%
Millennium Management
837
Millennium Management
New York
$2.87M -$3.43M -34,637 -54%
SFS
838
Security Financial Services
Indiana
$2.87M -$956K -9,660 -25%
FIB
839
First Interstate Bank
Montana
$2.86M -$6.45M -65,214 -69%
TIM
840
Total Investment Management
Arizona
$2.85M +$67.2K +679 +2%
SI
841
Saxon Interests
Texas
$2.81M -$115K -1,159 -4%
ISB
842
Iowa State Bank
Iowa
$2.8M -$121K -1,225 -4%
MW
843
Maia Wealth
Colorado
$2.79M +$121K +1,239 +5%
BA
844
Ballew Advisors
Mississippi
$2.78M -$322K -3,321 -10%
NAG
845
Northstar Advisory Group
New Jersey
$2.78M +$25.4K +257 +0.9%
AWP
846
Axis Wealth Partners
Rhode Island
$2.78M +$174K +1,758 +7%
WP
847
WealthShield Partners
North Carolina
$2.76M +$99.3K +1,004 +4%
CWA
848
Crux Wealth Advisors
California
$2.76M -$352K -3,556 -11%
MFF
849
Michels Family Financial
Texas
$2.74M +$59.5K +601 +2%
BCM
850
Beaumont Capital Management
Massachusetts
$2.7M -$225K -2,270 -8%
32 33
34
35 36