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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
LWA
1101
LifeGoal Wealth Advisors
New York
$1.15M
EIP
1102
Ellis Investment Partners
Pennsylvania
$1.14M
TFGT
1103
TS Financial Group (TSFG)
Illinois
$1.14M
VFG
1104
V2 Financial group
Illinois
$1.14M
CPRC
1105
Consolidated Portfolio Review Corp
New York
$1.13M
SSWM
1106
Sheets Smith Wealth Management
North Carolina
$1.12M
NG
1107
Norden Group
Utah
$1.12M
TTWM
1108
TCV Trust & Wealth Management
Virginia
$1.12M
AFG
1109
ABLE Financial Group
Arizona
$1.12M
LDB
1110
Lee, Danner & Bass
Tennessee
$1.12M
DWS
1111
Discipline Wealth Solutions
South Carolina
$1.11M
SFC
1112
Summit Financial Consulting
Michigan
$1.09M
WWM
1113
Western Wealth Management
Colorado
$1.09M
LA
1114
Lifeworks Advisors
Michigan
$1.08M
TCM
1115
Triumph Capital Management
Colorado
$1.08M
WGC
1116
Watts Gwilliam & Co
Arizona
$1.08M
PCA
1117
Providence Capital Advisors
North Carolina
$1.07M
AF
1118
Apollon Financial
South Carolina
$1.07M
CIAS
1119
Capital Investment Advisory Services
North Carolina
$1.06M
AC
1120
ASB Consultores
Florida
$1.06M
PI
1121
PineBridge Investments
New York
$1.06M
SGCA
1122
Steel Grove Capital Advisors
Tennessee
$1.04M
BCM
1123
Brasada Capital Management
Texas
$1.04M
BCM
1124
BTC Capital Management
Iowa
$1.03M
RTL
1125
Red Tortoise LLC
Georgia
$1.02M