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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
HWM
1051
Horizons Wealth Management
North Carolina
$1.3M
MFG
1052
Mainsail Financial Group
Washington
$1.3M
PWMAG
1053
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M
CCM
1054
Conway Capital Management
California
$1.29M
AWM
1055
Ariadne Wealth Management
California
$1.29M
DFA
1056
Davies Financial Advisors
California
$1.29M
PWG
1057
Private Wealth Group
Florida
$1.29M
LJAC
1058
L.J. Altfest & Co
New York
$1.28M
LF
1059
Lee Financial
Texas
$1.27M
LMKC
1060
L.M. Kohn & Company
Ohio
$1.27M
LWA
1061
LifeGoal Wealth Advisors
New York
$1.27M
AWA
1062
Arkadios Wealth Advisors
Georgia
$1.27M
GS
1063
GWN Securities
Florida
$1.26M
MWS
1064
MFA Wealth Services
California
$1.26M
WAM
1065
Worth Asset Management
Texas
$1.26M
CIA
1066
Capital Investment Advisors
Georgia
$1.26M
FWA
1067
FOCUS Wealth Advisors
Texas
$1.25M
BMA
1068
Brooks Moore & Associates
Tennessee
$1.24M
KWMG
1069
King Wealth Management Group
Florida
$1.24M
PGAM
1070
Princeton Global Asset Management
New Jersey
$1.23M
PWP
1071
Phillips Wealth Planners
Mississippi
$1.23M
ISL
1072
Ingalls & Snyder LLC
New York
$1.22M
FWM
1073
Forza Wealth Management
Florida
$1.22M
SWP
1074
Strategic Wealth Partners
Ohio
$1.22M
RIM
1075
Rockbridge Investment Management
New York
$1.22M