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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
BWP
1051
Balboa Wealth Partners
Arizona
$1.33M
CI
1052
CPR Investments
Michigan
$1.32M
FFB
1053
First Financial Bankshares
Texas
$1.32M
RW
1054
Rede Wealth
Virginia
$1.32M
KBFS
1055
Kohmann Bosshard Financial Services
Ohio
$1.31M
FWM
1056
Fonville Wealth Management
Virginia
$1.3M
PWMAG
1057
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M
PWP
1058
Phillips Wealth Planners
Mississippi
$1.29M
PGAM
1059
Princeton Global Asset Management
New Jersey
$1.29M
PWG
1060
Private Wealth Group
Florida
$1.28M
WRPWM
1061
Werba Rubin Papier Wealth Management
California
$1.28M
CRC
1062
Curi RMB Capital
Illinois
$1.28M
KWMG
1063
King Wealth Management Group
Florida
$1.27M
HWM
1064
Horizons Wealth Management
North Carolina
$1.27M
AWM
1065
Ariadne Wealth Management
California
$1.27M
LJAC
1066
L.J. Altfest & Co
New York
$1.27M
TWP
1067
Total Wealth Planning
Ohio
$1.27M
TSWM
1068
Tyler-Stone Wealth Management
Ohio
$1.26M
LWM
1069
LongView Wealth Management
Georgia
$1.26M
RIM
1070
Rockbridge Investment Management
New York
$1.25M
FWA
1071
FOCUS Wealth Advisors
Texas
$1.25M
JPG
1072
Jordan Park Group
California
$1.24M
QCM
1073
Quantinno Capital Management
New York
$1.23M
ISL
1074
Ingalls & Snyder LLC
New York
$1.23M
MWS
1075
MFA Wealth Services
California
$1.23M