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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
EWS
1276
Evergreen Wealth Solutions
Pennsylvania
$631K
MAM
1277
MMA Asset Management
Pennsylvania
$630K
BWP
1278
BlueStem Wealth Partners
Minnesota
$630K
AF
1279
Aviso Financial
Ontario, Canada
$628K
TL
1280
Tradewinds LLC
North Carolina
$625K
BWP
1281
Bernardo Wealth Planning
Pennsylvania
$625K
GWM
1282
Gitterman Wealth Management
New Jersey
$625K
SGWM
1283
Sterling Group Wealth Management
California
$623K
VFP
1284
Vested Financial Planning
California
$622K
MA
1285
Montag & Associates
Georgia
$621K
HT
1286
Heritage Trust
Oklahoma
$621K
PS
1287
Planned Solutions
California
$618K
IL
1288
Investure LLC
Virginia
$617K
CMBA
1289
C.M. Bidwell & Associates
Hawaii
$616K
TAM
1290
Titleist Asset Management
Texas
$612K
Bank Julius Baer & Co
1291
Bank Julius Baer & Co
Switzerland
$611K
CIC
1292
Carnegie Investment Counsel
Ohio
$611K
PP
1293
Postrock Partners
Oregon
$611K
IWN
1294
Independent Wealth Network
Iowa
$610K
BL
1295
BFSG LLC
California
$610K
ATI
1296
ARK & TLK Investments
Oklahoma
$609K
FAG
1297
Fortitude Advisory Group
Washington
$609K
BCP
1298
Berkeley Capital Partners
Georgia
$606K
MWM
1299
Melfa Wealth Management
Massachusetts
$605K
AHL
1300
Abel Hall LLC
Louisiana
$603K