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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
HWMO
1001
Heritage Wealth Management (Ohio)
Ohio
$1.6M
HWMC
1002
Heritage Wealth Management (California)
California
$1.59M
CA
1003
Clune & Associates
Illinois
$1.58M
OAS
1004
Optivise Advisory Services
Tennessee
$1.58M
SC
1005
Schiavi & Co
Delaware
$1.57M
DCC
1006
Dow Chemical Company
Michigan
$1.57M
IHL
1007
Investment House LLC
California
$1.57M
NFG
1008
Nations Financial Group
Iowa
$1.57M
PB
1009
Pinnacle Bancorp
Nebraska
$1.56M
RFA
1010
Register Financial Advisors
Georgia
$1.55M
NL
1011
NVWM LLC
Pennsylvania
$1.55M
GC
1012
GFG Capital
Florida
$1.55M
DMIC
1013
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.54M
FFA
1014
Fi3 Financial Advisors
Indiana
$1.54M
BP
1015
Ballentine Partners
Massachusetts
$1.53M
PFA
1016
Pathway Financial Advisors
Vermont
$1.52M
CFA
1017
Camarda Financial Advisors
Florida
$1.51M
SC
1018
Sierra Capital
Florida
$1.51M
LGWM
1019
Litman Gregory Wealth Management
California
$1.51M
GM
1020
GeoWealth Management
Illinois
$1.51M
AWM
1021
Avior Wealth Management
Nebraska
$1.5M
TFA
1022
Transamerica Financial Advisors
Florida
$1.5M
CFP
1023
Cascade Financial Partners
California
$1.49M
AW
1024
Avion Wealth
Texas
$1.49M
BCM
1025
Bourgeon Capital Management
Connecticut
$1.49M