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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,899 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 142 funds opening new positions, 837 increasing their positions, 717 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
25.79%
Holding in Top 10
374
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+4.47%
% of All Funds
5.08%
New
142
Increased
837
Reduced
717
Closed
115
Calls
$10.7M
Puts
$995K
Net Calls
+$9.7M
Net Calls Change
+$17.2M

Top Buyers

1
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
+$1.37B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$956M
3
RWP
RWA Wealth Partners
Massachusetts
+$481M
4
Raymond James Financial
Raymond James Financial
Florida
+$338M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$272M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$424M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$307M
3
Prudential Financial
Prudential Financial
New Jersey
-$265M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$217M
5
Bank of America
Bank of America
North Carolina
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
1051
Fonville Wealth Management
Virginia
$1.3M +$994K +10,053 +322%
PWMAG
1052
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M +$375K +3,796 +41%
PWP
1053
Phillips Wealth Planners
Mississippi
$1.29M -$213K -2,200 -14%
PGAM
1054
Princeton Global Asset Management
New Jersey
$1.29M -$2.47K -25 -0.2%
PWG
1055
Private Wealth Group
Florida
$1.28M – – –
WRPWM
1056
Werba Rubin Papier Wealth Management
California
$1.28M +$67.5K +682 +6%
CRC
1057
Curi RMB Capital
Illinois
$1.28M -$167K -1,689 -12%
KWMG
1058
King Wealth Management Group
Florida
$1.27M -$59.6K -602 -4%
HWM
1059
Horizons Wealth Management
North Carolina
$1.27M +$33.4K +338 +3%
AWM
1060
Ariadne Wealth Management
California
$1.27M – – –
LJAC
1061
L.J. Altfest & Co
New York
$1.27M +$244K +2,464 +24%
TWP
1062
Total Wealth Planning
Ohio
$1.27M -$13.4K -135 -1%
TSWM
1063
Tyler-Stone Wealth Management
Ohio
$1.26M -$38.6K -390 -3%
LWM
1064
LongView Wealth Management
Georgia
$1.26M +$8.11K +82 +0.7%
RIM
1065
Rockbridge Investment Management
New York
$1.25M -$40.1K -405 -3%
FWA
1066
FOCUS Wealth Advisors
Texas
$1.25M – – –
JPG
1067
Jordan Park Group
California
$1.24M +$19.1K +193 +2%
QCM
1068
Quantinno Capital Management
New York
$1.23M +$1.23M +12,476 New
ISL
1069
Ingalls & Snyder LLC
New York
$1.23M – – –
MWS
1070
MFA Wealth Services
California
$1.23M -$270K -2,731 -18%
HIM
1071
Hanlon Investment Management
New Jersey
$1.23M +$87.9K +889 +8%
BMA
1072
Brooks Moore & Associates
Tennessee
$1.23M +$732K +7,400 +148%
FPW
1073
Fairvoy Private Wealth
Alabama
$1.22M -$11.5M -116,439 -90%
FWM
1074
Forza Wealth Management
Florida
$1.22M +$74.2K +750 +6%
RIA
1075
Realta Investment Advisors
Delaware
$1.22M -$82.9K -838 -6%
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