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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
PA
901
Pinnacle Associates
New York
$2.28M
EIA
902
Edgemoor Investment Advisors
Maryland
$2.28M
IAIM
903
International Assets Investment Management
Florida
$2.27M
ACA
904
Aptus Capital Advisors
Alabama
$2.26M
IWA
905
Invera Wealth Advisors
Oregon
$2.25M
PIWA
906
Prevail Innovative Wealth Advisors
Kansas
$2.24M
BCM
907
Becker Capital Management
Oregon
$2.24M
PCS
908
Private Client Services
Kentucky
$2.24M
EPW
909
Endeavor Private Wealth
Kansas
$2.24M
NS
910
NBC Securities
Alabama
$2.23M
KDA
911
Kraft Davis & Associates
Missouri
$2.23M
CAL
912
Capital Analysts LLC
Pennsylvania
$2.22M
DCA
913
DSG Capital Advisors
Minnesota
$2.21M
MAWA
914
Moss Adams Wealth Advisors
Washington
$2.2M
PG
915
Patten Group
Tennessee
$2.19M
SWM
916
Stockman Wealth Management
Montana
$2.19M
DTC
917
Davidson Trust Company
Washington
$2.18M
P
918
Pitcairn
Pennsylvania
$2.18M
5W
919
5T Wealth
California
$2.18M
MWM
920
McNaughton Wealth Management
California
$2.17M
AWMS
921
Advocacy Wealth Management Services
Georgia
$2.17M
BWM
922
Benchmark Wealth Management
Connecticut
$2.17M
CCG
923
Cypress Capital Group
Florida
$2.15M
RA
924
RFG Advisory
Alabama
$2.15M
BBWP
925
Beacon Bridge Wealth Partners
Pennsylvania
$2.15M