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iShares Core US Aggregate Bond ETF

1,906 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, 719 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
375
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
MCA
1026
Magnolia Capital Advisors
Mississippi
$1.48M
WFA
1027
WestHill Financial Advisors
California
$1.48M
OCM
1028
Objective Capital Management
Ohio
$1.47M
SIS
1029
Sound Income Strategies
Florida
$1.46M
DP
1030
Dearborn Partners
Illinois
$1.45M
SMA
1031
Sage Mountain Advisors
Georgia
$1.45M
HOWA
1032
Heritage Oak Wealth Advisors
Florida
$1.44M
VCM
1033
Virtue Capital Management
Tennessee
$1.44M
Bessemer Group
1034
Bessemer Group
New Jersey
$1.44M
DWP
1035
Daymark Wealth Partners
Ohio
$1.43M
AIS
1036
American Investment Services
Massachusetts
$1.43M
NEPWA
1037
New England Private Wealth Advisors
Massachusetts
$1.43M
MFIM
1038
Mesirow Financial Investment Management
Illinois
$1.42M
CIA
1039
Capital Investment Advisors
Georgia
$1.42M
WF
1040
Welch & Forbes
Massachusetts
$1.41M
PCM
1041
Presidio Capital Management
California
$1.41M
GC
1042
GatePass Capital
Ohio
$1.4M
HCM
1043
Howland Capital Management
Massachusetts
$1.38M
CCA
1044
Carrera Capital Advisors
Michigan
$1.36M
TVAMP
1045
Tennessee Valley Asset Management Partners
Tennessee
$1.35M
GPA
1046
Garrison Point Advisors
California
$1.35M
OWA
1047
One Wealth Advisors
California
$1.35M
FNWM
1048
Financial Network Wealth Management
Utah
$1.34M
CCP
1049
Clarity Capital Partners
California
$1.33M
OPWM
1050
Oxinas Partners Wealth Management
Indiana
$1.33M