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iShares Core US Aggregate Bond ETF

1,890 hedge funds and large institutions have $117B invested in iShares Core US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 839 increasing their positions, 735 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,890
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
350
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.8M
Puts
$12.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
926
New Capital Management
Texas
$2.01M
MWM
927
Meridian Wealth Management
Kentucky
$2M
GWM
928
GSB Wealth Management
Connecticut
$1.98M
CWP
929
Core Wealth Partners
California
$1.98M
WMA
930
West Michigan Advisors
Michigan
$1.96M
TC
931
Trilogy Capital
California
$1.95M
DF
932
Dunhill Financial
United Kingdom
$1.95M
IIC
933
Integrated Investment Consultants
Michigan
$1.94M
CPRC
934
Consolidated Portfolio Review Corp
New York
$1.93M
LCM
935
Lazari Capital Management
California
$1.92M
BIG
936
Brookwood Investment Group
Arizona
$1.92M
TA
937
Tactive Advisors
Florida
$1.92M
EPW
938
Endeavor Private Wealth
Kansas
$1.92M
NFP
939
Narus Financial Partners
Utah
$1.91M
OFS
940
Orrstown Financial Services
Pennsylvania
$1.91M
JFG
941
JMG Financial Group
Illinois
$1.91M
AUB
942
Atlantic Union Bankshares
Virginia
$1.9M
GVCM
943
Global View Capital Management
Wisconsin
$1.89M
LHWM
944
Lake Hills Wealth Management
Texas
$1.89M
Bank of Nova Scotia
945
Bank of Nova Scotia
Ontario, Canada
$1.87M
SA
946
Skyline Advisors
Washington
$1.87M
MWM
947
MinichMacGregor Wealth Management
New York
$1.86M
AAS
948
Ameritas Advisory Services
Nebraska
$1.86M
LKBC
949
L.K. Benson & Company
Maryland
$1.85M
BWA
950
Beam Wealth Advisors
Louisiana
$1.85M