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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
SWA
1001
Sax Wealth Advisors
New Jersey
$1.57M
BC
1002
Bakala Capital
South Carolina
$1.56M
BP
1003
Ballentine Partners
Massachusetts
$1.56M
DMIC
1004
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.55M
AIM
1005
Acropolis Investment Management
Missouri
$1.54M
SC
1006
Schiavi & Co
Delaware
$1.54M
LWM
1007
LongView Wealth Management
Georgia
$1.54M
CWM
1008
Connecticut Wealth Management
Connecticut
$1.53M
WCM
1009
Wealthcare Capital Management
Virginia
$1.53M
DP
1010
Dearborn Partners
Illinois
$1.53M
WFA
1011
WestHill Financial Advisors
California
$1.52M
WF
1012
Welch & Forbes
Massachusetts
$1.51M
HCM
1013
Howland Capital Management
Massachusetts
$1.5M
CCA
1014
Carrera Capital Advisors
Michigan
$1.5M
TFA
1015
Transamerica Financial Advisors
Florida
$1.5M
PB
1016
Pinnacle Bancorp
Nebraska
$1.49M
GF
1017
Gries Financial
Ohio
$1.49M
LGWM
1018
Litman Gregory Wealth Management
California
$1.49M
MCA
1019
Magnolia Capital Advisors
Mississippi
$1.48M
AIS
1020
American Investment Services
Massachusetts
$1.48M
SC
1021
Sepio Capital
Utah
$1.47M
WAAG
1022
Wealth Alliance Advisory Group
Kansas
$1.47M
KBFS
1023
Kohmann Bosshard Financial Services
Ohio
$1.47M
SWM
1024
Sentinel Wealth Management
Virginia
$1.46M
FWM
1025
Fonville Wealth Management
Virginia
$1.45M