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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
RWS
926
Retirement Wealth Solutions
Wisconsin
$2.14M
BFIC
927
Bedell Frazier Investment Counselling
California
$2.13M
RWM
928
Rialto Wealth Management
New York
$2.12M
AWP
929
Ascent Wealth Partners
New York
$2.11M
JWM
930
JGP Wealth Management
Oregon
$2.1M
SHFA
931
SC&H Financial Advisors
Maryland
$2.08M
EFA
932
Evernest Financial Advisors
Indiana
$2.07M
CAM
933
Chandler Asset Management
California
$2.07M
LFG
934
Larson Financial Group
Missouri
$2.07M
OFS
935
Orrstown Financial Services
Pennsylvania
$2.06M
TSW
936
Thompson Siegel & Walmsley
Virginia
$2.05M
NBWM
937
North Berkeley Wealth Management
California
$2.05M
CWM
938
Connecticut Wealth Management
Connecticut
$2.04M
AWM
939
Aries Wealth Management
Maine
$2.03M
AI
940
Auour Investments
Massachusetts
$2.02M
AM
941
Atwater Malick
Pennsylvania
$2.02M
GWM
942
GSB Wealth Management
Connecticut
$2.01M
GVCM
943
Global View Capital Management
Wisconsin
$2M
BWA
944
Beam Wealth Advisors
Louisiana
$2M
WMA
945
West Michigan Advisors
Michigan
$1.99M
SA
946
Skyline Advisors
Washington
$1.96M
TC
947
Trilogy Capital
California
$1.96M
BIS
948
BG Investment Services
Guam
$1.96M
EWA
949
ERTS Wealth Advisors
Michigan
$1.96M
Koshinski Asset Management
950
Koshinski Asset Management
Illinois
$1.95M